1. Cashflow360
  2. QuickBooks Online
  3. Tips and Best Practices

QuickBooks Online sync: Classes on AR Invoices

Classes won't sync to QuickBooks Online from Cashflow360 on Receivables invoices if classes aren't set to per line (instead of one per entire transaction). They'll still sync from QuickBooks Online to Cashflow360.

In QuickBooks Online:

  1. Select the Gear Icon
  2. Select Account and Settings
  3. Select Advanced
  4. In the Categories section, select the Edit icon
  5. Under Track classes, select One to each row in transaction
  6. Select Save

Classes in QBO

ACCOUNT SETUP View all

GETTING PAID View all

CONNECTING WITH MY VENDOR View all

PAYABLES / HOW TO PAY View all

QuickBooks for Windows View all

QuickBooks Online View all

NetSuite/Intacct/Xero View all

Import/Export View all

Payables View all

Receivables View all

    Load more

    FAQ

    What a customer sees when charged for a payment Vendor not connected yet Managing Vendor payment methods Payment timing - Payables Check payments Charging a customer Updating a vendor's bank information Setting up and using the Network Applying vendor credits Processing Items from the Inbox

    Can’t find your answer?

    Live support available Monday - Friday, 5am-6pm PT

    My support history