Mapping Business Units to sub-classes in QBO - recommended workflowLast updated on 05/12/2023
This article explains how to map business units to sub-classes in QBO.
Workflows
Workflow
To map Business Units to sub-classes in QuickBooks Online:
Navigate to Settings in ServiceTitan.
In the search field search for Business Units.
Select the Business Unit you would like to map > Click on Edit.
Click on QuickBooks.
Enter the name of the subclass with a colon. Click Save.
In QuickBooks Online navigate to Settings > All Lists > Classes and navigate to the subclass.
Click on the Down Arrow to the right of the Class and click Edit.
You will see that, in this example, Install is a subclass of Electrical.
If Install was not a sub-class of Electrical, you would want to check the box and click Save.
On the invoice now, it should look like this with Category:Subcategory:
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
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