Class Tracking

In QuickBooks, classes serve as categories linked to your products. They play a vital role in organizing financial data in more detail. When integrating with Stripe, it's essential to map each class distinctly. Here's a straightforward guide to walk you through the process.

How to Enable Class Tracking in Acodei

To activate this premium feature of Acodei, follow these instructions:

  1. Go to your Acodei Dashboard and navigate to the Account Mapping module
  2. Scroll down to the Premium Features section
  3. Click on Show, next to Class Tracking
  4. Scroll further down to the Class Tracking section, which is now enabled, and select Yes
  5. Click on the blue Submit Changes button at the bottom to save it

You can see this process below:

Setting Up Your Products and Classes in QuickBooks

At the simplest level, Acodei Class Tracking will add classes to your sales receipts and invoices, as indicated in your default products.

In a more advanced setup, suppose you have two products (Product A and Product B) and two classes (Class A and Class B). To map these effectively in QuickBooks, each product-class combination needs its own setup:

Product 1: Combines Product A with Class A
Product 2: Combines Product A with Class B
Product 3: Combines Product B with Class A
Product 4: Combines Product B with Class B

For more information on creating products, please visit Product Creation in QuickBooks.

Mapping Your Products

Once your products are configured in QuickBooks, you can begin the mapping process. There are several methods to set up mapping for your products and classes. Select the one that suits your company best.

Once your product mapping is complete based on your desired criteria, you should see classes populate alongside the product on sales receipts and invoices.