Using QuickBooks Invoice Classes

Classes help track financial performance by project, department, or location.

• Lexul supports classes from:
  • QuickBooks Online
  • QuickBooks Desktop/Enterprise

Turn On Classes in QuickBooks Online

1. Open Settings (gear icon).
2. Go to Account and Settings.
3. Select Advanced.
4. Find Categories.
5. Turn on Track Classes.

Add Classes in QuickBooks Online

1. Open Settings (gear icon).
2. Select Lists.
3. Select Classes.
4. Click New.
5. Add the class.

Turn On Classes in QuickBooks Desktop/Enterprise

1. Open Edit.
2. Select Preferences.
3. Select Accounting.
4. Open Company Preferences.
5. Turn on Use class tracking for transactions.

Add Classes in QuickBooks Desktop/Enterprise

1. Open Lists.
2. Select Class List.
3. Click New Class.
4. Add the class.

After adding classes, sync QuickBooks with Lexul.

Add a Class to an Invoice in Lexul

1. Create an invoice from a work order.
2. Open the Class dropdown.
3. Select a class.
4. Sync the invoice to QuickBooks.

Result

• The class will appear on the invoice in QuickBooks.

Find Class Reports

QuickBooks Online

1. Open Reports.
2. Go to Business Overview.
3. Select Profit and Loss by Class.

QuickBooks Desktop

1. Open Reports.
2. Go to Company & Financial.
3. Select Profit & Loss by Class.

Notes

• Lexul currently assigns classes to the entire invoice.
• Individual invoice line item classes cannot be assigned in Lexul.
• After syncing, line item classes can be adjusted directly in QuickBooks if needed.