Class Mapping in QuickBooks
Introducing class mapping into your Acodei integration requires more setup than regular product mapping. Here’s a simple guide to help you through this process.
Understanding Classes in QuickBooks: Classes in QuickBooks are essentially categories tied to your products. They help in organizing financial data more granularly. When integrating with Stripe, each class needs to be mapped distinctly.
Setting Up Your Products and Classes: Imagine you have two products (Product A and Product B) and two classes (Class A and Class B). To efficiently map these in QuickBooks, each combination of product and class needs to be set up as a unique product. Here's how you would do it:
- Product 1: This combines Product A and Class A.
- Product 2: This combines Product A with Class B.
- Product 3: This combines Product B and Class A.
- Product 4: This combines Product B and Class B.
Mapping Your Products: Once these products are set up in QuickBooks, you can start the mapping process. There are many ways to set up mapping for your products and classes. Choose the best one for your company, and let us know if you have any issues in your setup.