How to Automatically Apply Classes or Locations to Revenue Recognition Journal Entries (Per-Transaction Mode, QBO)

• Set up Smart Rules for your Journal Entries
• Step 1: Open Smart Rules
• Step 2: Select Journal Entry as a trigger
• Step 3: Add Condition (Trigger)
• Step 4: Set Action
• Step 5: Save and Test
• Troubleshooting
• If the rule does not apply
• If you are on the Pro plan, rules might be locked off
• Useful Material

This guide shows how to automatically apply Class, Location, or change Accounts on Journal Entries created by Revenue Recognition in per-transaction (PT) mode using Smart Rules.

Use this when recognized revenue must appear correctly on your Profit & Loss by Class or Location report.

This article applies only to QuickBooks Online users using Per-Transaction mode

If you use Summary mode, use Mapping Groups instead.

Use this guide if:

• You use Revenue Recognition in Per-Transaction (PT) mode
• Synder creates Journal Entries (JEs) in QuickBooks Online
• You need revenue split by Class or Location
• You want this applied automatically

Important:

• Smart Rules apply to all synced Journal Entries that meet the rule condition
• Rules work at the line level only

After successfully running this setup:

• Each Revenue Recognition Journal Entry line will automatically:
  • Apply the correct Class
  • Apply the correct Location
  • Or change the Account

• Revenue will appear correctly on Profit & Loss by Class/Location

Set up Smart Rules for your Journal Entries

Step 1: Open Smart Rules

Go to Smart Rules and click Create rule

Step 2: Select Journal Entry as a trigger

Choose Journal Entry as the transaction type for the trigger

Step 3: Add Condition (Trigger)

You can use these line-level fields:

• Line Account
• Line Description
• Memo field (field name may vary in QBO)

Example conditions:

• Line Description contains “Subscription A”
• Line Account equals “Subscription Income”
• The memo contains “product name”

Step 4: Set Action

Choose what should happen when the condition matches:

• Apply Class
• Apply Location
• Change Account

Select the correct value.

You can set multiple condition and action combinations in the same rule for different lines in the Journal Entry

Step 5: Save and Test

1. Save the rule.
2. Run Revenue Recognition in PT mode.
3. Open the created Journal Entry in QBO.
4. Confirm the correct Class/Location appears on the relevant line.

Troubleshooting

If the rule does not apply

1. Go to Smart Rules → Executions
2. Find the Journal Entry
3. Confirm:
   • The condition matches the actual JE line
   • The correct transaction type (Journal Entry) was selected
   • The rule is active

If the execution shows “Not matched,” review the exact wording in:

• Line Description
• Line Account
• Memo field

Conditions must match the JE exactly.

If you are on the Pro plan, rules might be locked off

You cannot edit Smart Rules directly.

Send a request to:

[email protected]

Include:

• Example Journal Entry (screenshot or details)
• Exact condition (e.g., product name in description)
• What Class/Location should apply

Useful Material

• Synder RevRec – Per Transactions Sync
• How to use Mapping Groups in Summary mode
• How Smart Rules work in Synder

Reach out to Synder Team via online support chat or email with any questions you have – we are always happy to help you!