- Setting Up Classes

Sales orders from Agiliron can be tracked by Class in QuickBooks Desktop and Online.

Once class tracking is enabled in Agiliron, make sure it is also enabled in QuickBooks.

  • Create the classes in QuickBooks, the class name must match the sales channel name that was created under Settings > Channels in Agiliron.
978978
  • QuickBooks Online Class name example below.
978978
  • Once the classes have been created in QuickBooks, perform a sync between Agiliron and QuickBooks to update the Agiliron database with the class information.
  • If using QuickBooks Online, navigate to Settings > QuickBooks in Agiliron, click the Set Up tab, and click the "Sync from QuickBooks" button.
  • If using QuickBooks Desktop, open the Agiliron Desktop Sync App and select the "Sync QuickBooks Lists to Agiliron" tab and click "Sync to Agiliron".
  • Once this step is complete orders are ready to be synced to Agiliron.
  • For QuickBooks Online:
  • Sales Receipts/Invoices created should have the Class column reflect the Channel it came from when synced to QuickBooks.
  • Credit Memo/Refund Receipts should have the Class column reflect the Channel it came from when synced to QuickBooks.
  • This is applicable for Sales Returns created from previous Sales Orders in the system - the Channel information from the related Sales Orders is used.
  • For QuickBooks Desktop:
  • Sales Receipts/Invoices created should have the Class column reflect the Channel it came from when synced to QuickBooks.
  • Credit Memo/Refund Receipts should have the Class column reflect the Channel it came from when synced to QuickBooks.
  • This is applicable for Sales Returns created from previous Sales Orders in the system - the Channel information from the related Sales Orders is used.
  • COGS/Inventory Asset Journal Entry should also have the Class displaying the Channel for that order when synced to QuickBooks.