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Assigning Classes from Quickbooks Online (QBO) to Products

Last updated 21/03/2018

This article explains how to assign Classes to your products.

Overview

Once you have downloaded your Classes from Quickbooks Online (QBO), you will need to decide how to assign them.

The ultimate goal here is to set up a logical system so that the line items you import into QBO are coded to the correct class.

Assigning Classes

Product

You can apply Classes to individual products. To do this you must have first turned on the accounting options for the product page. To do this:

  1. Log into Cin7 as an Administrator.
  2. Hover over your username, top left, and click Settings.
  3. Click on Product Settings.
  4. Change the accounting dropdown to ‘Yes’
  5. Scroll to the bottom and click ‘Save’

To add a Class to a product:

  1. From the left navigation, select Products.
  2. Select the product by clicking on the product name.
  3. Under the Classifications section, choose the Class from the Product Type drop-down box.

Please note that the Class will not be viable in the Sales Order. Cin7 allows you to use both Locations and Classes in the same Sales Order.