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May 23, 2024
Question

Assigning classes to invoice line items

  • May 23, 2024
  • 1 reply
  • 0 views

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!

1 reply

May 23, 2024

I can see that manually entering classes on every line of the invoice has impacted your workflow, Repurposed. Let me direct you to the right channel that can properly guide you in handling these entries efficiently.

 

We have a separate platform for creating and integrating apps with QuickBooks. I recommend signing up and posting your question to our Intuit Developer Community. They can guide you on the best way to handle your concern and may recommend a third-party tool to streamline entering classes into invoices.

 

Here's how:

 

  1. Click on this link: https://help.developer.intuit.com/s/
  2. On the home page, select the QuickBooks Online tile.
  3. Press the Ask Question button.
  4. Log into your existing Intuit Developer Account or create a new one.
  5. Enter your concerns and click the Ask button.

I've got some resources that cover topics about organizing your classes, running reports by class, and sending your contacts from Shopify to QuickBooks Online:

 

 

Stay in touch if you have additional questions about tracking transactions with classes and other product-related concerns. I'll get back to help you the best that I can.