QuickBooks Desktop

How Do I Manage Class Syncing in Quickbooks Desktop?

Classes exist in both QBO and QBD; however, JobNimbus can only sync classes with 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 group records 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 → ListsClass List

    QuickBooks - Class Syncing - Class List

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

    QuickBooks - Class Syncing - Click Class

  3. Add the class and hit OK

To Import Newly Added Classes From QuickBooks

  1. Go to JobNimbus → SettingsQuickBooks tab

  2. At the bottom of the screen, select 'Show Advanced Options'
  3. Click ‘Refresh QuickBooks Lists

    QuickBooks - Class Syncing - Import Classes
  4. Open the Web Connector and hit “Update SelectedHow do I manually Force Sync using the QuickBooks Web Connector?

    Please note: it may require multiple Web Connector runs after the list update for the classes to show within JobNimbus.

    To Enable Class Syncing in QuickBooks

    1. Go to JobNimbus → SettingsQuickbooks tab
    2. Select "Show setup options"

    3. Select "Change" next to Enable Class Tracking

      QuickBooks - Class Syncing - Syunc List
    4. Check the box next to “Enable Class Tracking”

    5. Select "Continue
      QuickBooks - Class Syncing - Sync Options

    To Disable Class Syncing in JobNimbus:

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

    1. Go to JobNimbusSettings →  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"



    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 JobNimbusSettingsTemplates

    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 JobNimbusSettingsAutomations

    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



    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.