The integration of Anchor with QuickBooks Online enables automatic assignment of classes to each line item on the invoice when it is synced to QuickBooks Online.
Enabling Class tracking in Quickbooks Online
To enable Class tracking in Quickbooks Online perform the following steps:
Login to your QuickBooks account
Go to Settings > Account & Settings > Advanced
Under the Categories section, select Track classes
Enable it and set the assignment to One to each row in transaction
Assigning Classes to services
Classes are assigned to line items when the invoice is synced from Anchor to QuickBooks Online. The class is assigned based on the selected class in the QuickBooks Online service mapped to the service in Anchor.
To assign a class to a service in QuickBooks Online
Login to your QuickBooks account
Go to Sales > Products & Services
Select the service you wish to assign a class to and click Edit
Assign a class
Assigning classes to services on a per-agreement basis
The default Class assigned to services can be overridden on a per-agreement basis. This capability gives you full control on which class will be assigned to which service on which agreement.
To assign classes to services on a per-agreement basis
Login to your Anchor account
Go to Settings > Integrations > QuickBooks Online
Toggle On Allow assigning classes to services on a per-agreement basis
While creating a proposal or amending an agreement, under the Advanced settings of a service, select Override Quickbooks Online class assignment
Pick the class you want to assign to this service when issuing invoices