In QuickBooks, you can create classes that you assign to transactions. This lets you track account balances by department, business office or location, separate trucks or by any other meaningful breakdown of your business.
Many business owners have certain segments of their business that they want to keep a close eye on. By using the class tracking feature, you can define these segments and track their associated account balances on invoices, bills, and other documents.
Dr. Dispatch is capable of class tracking but there are a few steps that must be taken in order to ensure classes are setup correctly and imported into Dr. Dispatch from QuickBooks.
The first step is to ensure Class Tracking is turned on in QuickBooks. To do so, with your QuickBooks file logged in as Admin in Single User Mode:
1. Go to the Edit menu and click Preferences.
2. In the Preferences window, click Accounting in the list on the left.
3. Select the 'Use Class Tracking' box.
4. Click the OK button.
To add, edit or delete classes, go to Lists-->Class Lists and update appropriately and then save.
The next step is to ensure you have the applicable QuickBooks file open and then navigate to Dr. Dispatch-->Settings-->QuickBooks Integration-->Classes and navigate through all steps. Exit and restart Dr Dispatch for changes to take effect.
There will now be an option on the load entry tab in Dr. Dispatch to select a QuickBooks class.
*Note: If you add or modify classes in QuickBooks, you must go through the steps in Dr. Dispatch QuickBooks Setup again as outlined in the picture above.