Classes in QuickBooks DesktopLast updated on 08/30/2022
QuickBooks classes are used to easily separate transactions in your income accounts. Use classes to represent different departments or business units for your business.
Things to know
In this topic, you can find one example relating to class setup. If you work in multiple trades or want to differentiate your revenue on a single transaction without creating additional general ledger (GL) accounts, please contact your success manager for more information.
You can have one income account and separate transactions using classes. Instead of creating an income account for each business unit, you can use classes to separate transactions in your income account.
Note: Using classes is optional. You don’t need to assign classes to your ServiceTitan business units before exporting.
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 limit the list to only show transactions related to commercial plumbing customers or residential plumbing customers.
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. In ServiceTitan, 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 contains all transactions for your commercial and residential plumbing services.
A class is assigned to an 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 can easily view the income for just residential services by using a QuickBooks report by class.
Note: If you don't have classes assigned to your business units, you need to have separate services for residential and commercial jobs. In this example, you 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)
Setting up classes in QuickBooks and ServiceTitan
Follow the steps below to turn on and create classes in QuickBooks. This allows ServiceTitan to add classes when exporting invoices.
Turn on and Create Classes
Ensure that QuickBooks is configured to use classes. In QuickBooks, go to Edit > Preferences > Accounting > Company Preferences. Select Use class tracking for transactions.
To create a class in QuickBooks, go to Lists > Class List.
In the bottom of the window, select Class > New. A new window opens. Here you can enter the Class Name and select whether it’s a sub-class.
When you’re finished, click OK.
Modify Invoice Templates to show classes
Open an invoice.
In the main navigation bar, click Formatting.
Click Customize Data Layout.
Click the Columns tab and select Classes for Screen.
Map a ServiceTitan business unit to a QuickBooks Class
Go to the navigation bar and click the Settings icon. In the side panel, click Integrations > QuickBooks Desktop.
Select your QuickBooks Company File.
Click Edit next to Business Units Assigned.
From the QuickBooks Classfield dropdown, select the class you want to map to the ServiceTitan Business Unit.
Click Save when you’re finished.
Note: QuickBooks must be open and the ServiceTitan Web Connector must be active.
QuickBooks Reporting and Classes
QuickBooks has two reports specifically for tracking class transactions:
Profit and 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)
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.