Overview
QuickBooks classes are used to easily separate transactions in your income accounts. You can use classes to represent different departments (or business units) of your company.
Note: Using classes is optional. You do not need to assign classes to your ServiceTitan business units in order to export.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
When exporting invoices to QuickBooks Online, business units do not appear as classes. You need to manually assign classes in QuickBooks Online.
Mapping business units in ServiceTitan and QuickBooks Online requires administrative access. If a user without administrative permissions maps business units to classes in QuickBooks Online, they won't map and synchronize correctly.
When using Touchless Integration, you can export sub-classes to QuickBooks Online. If a sub-class is defined in a business unit and the same sub-class exists in QuickBooks Online, then the integration syncs the data on those class fields on the journal entry for all line times associated to that business unit.
Benefits of using QuickBooks classes
You can have one income account and separate transactions using classes. Instead of creating an income account for each of your business units, you can use classes to separate transactions in your income account.
Pricebook items can only be assigned to one income account. For example, let’s say your company provides both residential and commercial plumbing services (at the same price). You want to track your commercial and residential income separately. If you do not use classes, you would need to create separate services for Commercial Plumbing Jobs and Residential Plumbing Jobs in your Pricebook. By using classes, you can easily separate the transactions for commercial and residential jobs, without needing to create additional services in your Pricebook.
QuickBooks classes make it simple to categorize transactions within your income accounts. Understand how to use classes to distinguish various departments or business units within your business.
Example of Account Setup with Classes
Your company has two business units for plumbing: Plumbing Sales - Residential and Plumbing Sales - Commercial. Classes are assigned to your business units:
Plumbing Sales - Residential (Class: Residential)
Plumbing Sales - Commercial (Class: Commercial)
You have one income account for Plumbing Sales in QuickBooks, where you can view transactions for all plumbing sales. By using classes, you can view the transactions only related to commercial plumbing customers or residential plumbing customers.
Example of a Workflow using Classes
A residential customer calls your company and wants to have their drain unclogged. Your CSR selects the Plumbing Sales- Residential business unit and books the job. You have assigned your Plumbing Sales- Residential business unit to the class Residential.
Your technician goes to the job and adds the Drain unclogging service to the invoice. The Drain unclogging service is mapped to the Plumbing Sales income account.
When you export the invoice to QuickBooks, the transaction will show in the Plumbing Sales income account. This income account would contain all transactions for your commercial and residential plumbing services.
A class is assigned to the services on the invoice based on the business unit selected by the CSR. In this example, the Drain unclogging service would be assigned to the residential class.
Even though you have one income account for both residential and commercial plumbing services, you would be able to easily view the income for just residential services by using a QuickBooks report by class.
If you did not have classes assigned to your business units, you would need to have separate services for residential and commercial plumbing jobs. In this example, you would need two services in your Pricebook:
Drain unclogging - Residential (mapped to the Plumbing Sales income account)
Drain unclogging - Commercial (mapped to the Plumbing Sales income account)
This would effectively double the size of your Pricebook, which would make it harder to manage.
Setup, Step 1: Customizing QuickBooks to show Classes
Before you create classes in QuickBooks, you will need to ensure they will be shown on your invoice. This allows the class field on invoices to export to QuickBooks.
From the homepage screen, click the Company Gear (upper right corner).
Navigate to Settings > Company Settings.
Go to Company > Category.
Check the box for Track Classes.
Setup, Step 2: Creating Classes in QuickBooks
You will need to create classes in QuickBooks and assign them to your business units before exporting. Note that classes must be manually created in QuickBooks. If you assign a class (that does not exist in QuickBooks) to a business unit, you will receive an error when exporting.
From the homepage screen, click the Company Gear (upper right corner).
Navigate to Lists > All Lists > Classes.
Click New.
Enter a name for the class.
Click Save.
Setup, Step 3: Assigning QuickBooks Classes to a ServiceTitan Business Unit
You will need to link the QuickBooks classes you created to your business units.
Go to Settings > Business Units.
Click the Edit Pencil for the business unit you would like to link.
Navigate to the QuickBooks tab.
In the QuickBooksClass field, enter the name of the class you would like to link.
QuickBooks Reporting using Classes
QuickBooks has two reports specifically for tracking class transactions:
Profit & Loss by Class (Reports, Company, Financial, Profit & Loss by Class)
Balance Sheet by Class (Reports, Company, Financial, Balance Sheet by Class)
You can also:
View QuickReports for each class (right click on the class and select QuickReport)
Customize a report to include classes (run a report and select Customize Report)