Assigning classes to invoice line items
We're using QuickBooks Plus. Data is synced from Shopify using the connector.
We sell items on consignment and these use an income account called Consignment Income. To pay commissions, consigned items use a class that is the name of the consignor. We run a sales report on the Consignment Income account, sorted on class to determine what we owe our consignors.
We have to manually enter classes on each line of an invoice that has consigned items on it. When we run the sales report, anything without a class appears at the bottom of the report. We then open each line item, edit the class field on the invoice, SAVE AND CLOSE the invoice, click to confirm that we do want to save it even though it's attached to other transactions, scroll to the bottom of the list, and do it over and over and over again.
As we grow and are having more consignment sales, this is taking over an hour each time. Note that classes are assigned to the items, but they are not assigned when the data is imported. If we were to create an invoice manually using one of these products, the class would come up correctly.
I'm desperately seeking advice on how to make this less time-consuming. There don't appear to be any reasonably-priced macro options. The connector has no option to add class to individual line items. There's no way to edit the class from the list without opening the individual invoices. It would even be helpful if someone could cut out a click or two. Like, can I turn off the confirmation after I hit save? Can I set it so the invoice opens with the manage section on the right-hand side closed (since it covers the Class column)?
I'm open to any and all suggestions. Help!
