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.

1) IN QUICKBOOKS, while logged-in as "Admin" in Single-User Mode:

  • NOTE: Please be aware that these instructions are intended as a basic reference and provided as a courtesy. If you have difficulty with your Classes in QB/QBO, then you will need to contact Intuit or your bookkeeper for assistance.
  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.
  • Once Classes are enabled, to add, edit or delete classes, go to Lists-->Class Lists and update appropriately, then save.

2) IN DR DISPATCH, while your QuickBooks file is open:

  1. Go to the System > Settings > QuickBooks Integration meu.
  2. Click on the Setup Now button.
  3. Go to the Classes Option tab.
  4. Enable the checkbox for Use Classes.
  5. Click the Read Classes button to verify that you have valid classes to import into DRD from QB.
  6. Click the Read & Move QB Classes to Dr Dispatch button to import your classes.
  7. Close the QB Setup screen, then close and restart DRD to apply the changes.

There will now be an option on the Dispatch tab in Dr. Dispatch to select a QuickBooks class on each load.

*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 in order to import the changes from QuickBooks to DrDispatch again.