This article originates from the following larger help article: How to configure the QuickBooks Online integration Please visit this link if you have other QuickBooks Online integration questions.
Finale Inventory will be supporting the use of various order and product fields and attributes for mapping sales transaction information into QuickBooks Online Classes. We will be adding a Classes configuration section on the Accounting tab in Application settings. From there you will be able to choose what method and field you want to use in Finale Inventory to map to specific Classes in your QuickBooks Online Account. More information will be coming in the next few months.
Make sure you have enabled Classes in your QuickBooks Online settings.
You will choose between using one Class for one entire transaction or using many different classes per transaction where you may assign a different class to each row in a transaction. For example, if you were going to have a Class in your QuickBooks for Amazon, Shopify, and eBay, then this would most likely be one class for the entire transaction. You would not for example have two different classes for the order that came from Amazon. Another example would be that you want to have a different class used for each product on an order, regardless of where the items were sold. Then you would select One for each row in the transaction so you would be able to map the sales/COGS for each product to a different class in your QuickBooks.
Once you have your Classes established in your QuickBooks Online, Finale Inventory will be able to read them after you have connected your Finale Inventory account to your QuickBooks account.
To configure Classes in Finale inventory, go to Application settings, Accounting tab, Classes section on the lower left.
Here you will choose how you will assign Classes for your sales in Finale Inventory. Chose from one of the four options: Sales source, Product category, or from one of your custom order or product fields you have configured on your Finale Inventory account. Below you will see an example of two order-level custom fields, Sales Person and “Your Custom Field”.
Choose a Sales source if you want to assign a Class for each selling channel or source in Finale Inventory. This would be one class per transaction.
Notice how Finale will pull the classes from your QuickBooks into the selection list. Map your Finale Inventory Class option to QuickBooks Class value.