How Do I Manage Class Syncing in Quickbooks Desktop?

Class is a label that you create in Quickbooks. It is a useful, versatile function that allows you to classify records in your QuickBooks for reporting purposes. Classes are customizable to filter reports by whatever label you need, such as Departments, Properties, Construction, Concrete, Commercial, Residential etc.

To Enable Classes in QuickBooks Desktop

1. Select "Edit" on main top bar
   
   
   
   
2. Select "Preferences"
3. Select "Accounting"
4. Select "Company Preferences"
5. Check off "Use class tracking for transactions"
6. Select "Ok"

To Add Classes to QuickBooks

1. Go to QuickBooks → Lists → Class List

   
   
   

2. Click on the Class drop-down menu at the bottom, and then New

   
   
   

3. Add the class and hit OK
   

To Import Newly Added Classes From QuickBooks

1. Go to JobNimbus → Settings → QuickBooks tab

2. At the bottom of the screen, select 'Show Advanced Options'
3. Click ‘Refresh QuickBooks Lists’
   
   
4. Open the Web Connector and hit “Update Selected” How do I manually Force Sync using the QuickBooks Web Connector?

To Enable Class Syncing in QuickBooks

1. Go to JobNimbus → Settings → Quickbooks tab

2. Select "Show setup options"

3. Select "Change" next to Enable Class Tracking
   
   

4. Check the box next to “Enable Class Tracking”

5. Select "Continue”
   

To Disable Class Syncing in JobNimbus:

Once you disable classes in JobNimbus, the ‘class’ field will no longer appear within JobNimbus.

1. Go to JobNimbus → Settings →  Quickbooks tab

2. Select "Show Setup Options"

3. Select "Change" next to Enable Class Tracking

4. Uncheck the box next to “Enable Class Tracking”

5. Select "Continue"

With Class Tracking Enabled:

Once class syncing is enabled, a new field will appear in JobNimbus. You can add classes via the edit screen to the Contact, Job, and Invoice in JobNimbus. The drop down will include the classes added to your class list in QuickBooks.

Automations:

You may be notified of a class change via an automation email.

First, you must create an Email Template and include the fields that you need. Template Fields will  populate information and alert you to which class the record was changed. 

1. Go to JobNimbus → Settings → Templates

2. Add template → "Email"

3. Select "Insert Template Field"

   1. "Contact/Job Others" → "Class"

Second, you must create an Automation for each class. The class is manually typed in and must exactly match the name of the class that you have for it to work properly.

1. Go to JobNimbus → Settings → Automations

2. Select + Add Rule

3. Input a Rule Name (such as “Class name change New York 1”)

4. Choose “When a Contact is Modified"

5. Select + Add Condition

6. Choose “If Class is equal to” and type the appropriate class name into the field

   1. Ensure the box for “Only if class is modified” is checked

7. Select + Save

   
8. Select + Add Action
9. Choose send email
10. Select the template from the drop-down menu
11. Add a subject line and include the appropriate recipient(s)
12. Save your changes

FAQ:

1. How do I know if class syncing is enabled?
   1. Go to your Quickbooks settings in JobNimbus. Under "sync management", select show more options. Here you can see if class tracking is enabled.
2. I created a new class in Quickbooks and it is not showing in JobNimbus?
   1. See steps above for the "To Import Newly Added Classes From QuickBooks" section.
3. I deleted or made a class inactive in Quickbooks and I don't immediately see these changes.
   1. It may take several hours/sync runs for changes to take place.