{"id":14307,"date":"2020-05-19T21:50:53","date_gmt":"2020-05-19T21:50:53","guid":{"rendered":"https:\/\/synder.com\/help\/?p=14307"},"modified":"2026-03-30T19:52:38","modified_gmt":"2026-03-30T19:52:38","slug":"add-classes-to-stripe-transactions-in-quickbooks-automatically","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/add-classes-to-stripe-transactions-in-quickbooks-automatically\/","title":{"rendered":"How to Add Classes to Stripe Transactions Automatically"},"content":{"rendered":"\n<p>One of the most frequent requests our customers experienced is adding<strong> classes<\/strong> to their transactions. We are ready to offer a solution to help you sort this out automatically. <strong>Run a report by class<\/strong> details in Quickbooks with the help of <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/integrations\/quickbooks\/stripe\/\" target=\"_blank\">Stripe and QuickBooks Online integration<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>Overview:<\/strong><\/p>\n\n\n\n<ol><li><a href=\"#1\">Rules in Synder<\/a><\/li><li><a href=\"#2\">Create and apply a Rule in Synder<\/a><\/li><li><a href=\"#3\">Check the result<\/a><\/li><li><a href=\"#4\">Run the report to see the results<\/a><\/li><\/ol>\n<\/div><\/div>\n\n\n\n<h2 id=\"1\">Rules in Synder<\/strong><\/h2>\n\n\n\n<p>Rules are created from the details in your transactions. When setting up a rule, you can assign classes to every synchronized transaction. Simply define the conditions for the rule\u2014you can include multiple conditions in one rule and change them whenever needed.<\/p>\n\n\n\n<p>The overall process contains 2 steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Create a condition;<\/li><li>Associate the condition with the particular class.<\/li><\/ul>\n\n\n\n<h2 id=\"2\">Create and apply a Rule in Synder<\/strong><\/h2>\n\n\n\n<p>For example, let\u2019s build a rule that associates all transactions <strong>under $100 <\/strong>with a specific <strong>subclass<\/strong>, such as <strong>&#8216;Camembert&#8217;<\/strong> under the class <strong>&#8216;Cheese&#8217;<\/strong>.<\/p>\n\n\n\n<p>Follow these steps to proceed:<\/p>\n\n\n\n<p>Step 1. Go to <strong>Smart rules<\/strong> and Choose the <strong>Rules <\/strong>tab.<br>Step 2. Click the <strong>Create rule<\/strong> button to start.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"457\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-1-1024x457.png\" alt=\"\" class=\"wp-image-21429\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-1-1024x457.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-1-300x134.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-1-768x343.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-1-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-1-150x67.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-1.png 1340w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Step 3.\u00a0Name your Rule.\u00a0\u00a0<br>Step 4. Choose the entity type you want to update with a new class. For example, select &#8216;<strong>Invoice<\/strong>,&#8217; then choose &#8216;<strong>Created<\/strong>&#8216;.<br>Step 5. Click on &#8216;<strong>Condition<\/strong>&#8216; and then click on the adjacent box.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"520\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-2-1024x520.png\" alt=\"\" class=\"wp-image-21430\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-2-1024x520.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-2-300x152.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-2-768x390.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-2-60x30.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-2-150x76.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-2.png 1204w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Step 6. Build the rule to meet your criteria. For example, if you want to target transactions where the product amount is <strong>less than $100<\/strong>, choose &#8216;Line: Amount&#8217; \u2192 &#8216;Less&#8217; \u2192 &#8216;100&#8217;.<br>Step 7. Click <strong>&#8216;Yes&#8217;<\/strong> in the &#8216;IF&#8217; box, then click the box next to it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"527\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-3-1024x527.png\" alt=\"\" class=\"wp-image-21431\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-3-1024x527.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-3-300x154.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-3-768x395.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-3-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-3-150x77.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-3.png 1237w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Step 8. Click on <strong>&#8216;Action&#8217;<\/strong> in the box that appears.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-4-1024x484.png\" alt=\"\" class=\"wp-image-21432\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-4-1024x484.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-4-300x142.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-4-768x363.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-4-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-4-150x71.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-4.png 1192w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Step 9. From the left-side menu, select &#8216;<strong>QuickBooks action<\/strong>,&#8217; then choose &#8216;<strong>Invoice<\/strong>&#8216; (or any other entity for which you are creating a rule). After that, choose <strong>&#8216;Update line&#8217;<\/strong> if the condition applies to line items, or <strong>&#8216;Update current&#8217;<\/strong> if it applies to the entire transaction, click on <strong>&#8216;Set QuickBooks entity data&#8217;<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-5-1024x509.png\" alt=\"\" class=\"wp-image-21433\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-5-1024x509.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-5-300x149.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-5-768x382.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-5-60x30.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-5-150x75.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-5.png 1189w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Step 10: Select the desired class or subclass from the dropdown menu and click <strong>&#8216;Submit&#8217;<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"479\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-6-1024x479.png\" alt=\"\" class=\"wp-image-21434\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-6-1024x479.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-6-300x140.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-6-768x359.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-6-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-6-150x70.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-6.png 1353w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Step 11. In the lower-right corner, click <strong>&#8216;Save &amp; Close&#8217;<\/strong> or <strong>&#8216;Update &amp; Close Rule&#8217;<\/strong> to finalize the rule.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"554\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-7-1024x554.png\" alt=\"\" class=\"wp-image-21435\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-7-1024x554.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-7-300x162.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-7-768x415.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-7-60x32.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-7-150x81.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-7.png 1518w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Note:<\/strong> You have the option to set rules based on the <em>total amount, transaction description, customer name, transaction memo<\/em>. Additionally, you can add multiple conditions to each rule by selecting <strong>&#8216;No&#8217;<\/strong> in the &#8216;IF&#8217; condition box.<\/p>\n\n\n\n<h2 id=\"3\">Check the result<\/strong><\/h2>\n\n\n\n<p>To check the result, follow these steps:<br>1. Navigate to the &#8216;Platform transactions&#8217; tab.<br>2. Sync a new transaction that meets the rule&#8217;s condition.<br>3. Click &#8216;Show in QB&#8217; to view the result.<br><strong>Note: <\/strong>Information about the smart rule execution can be found under the &#8216;Sync log.&#8217;<\/p>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block\"><div class=\"advgb-images-slider\" data-slick=\"{&quot;rtl&quot;: false}\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2020\/05\/Smart-rules.-Classes-8.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2020\/05\/Smart-rules.-Classes-9.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2020\/05\/Smart-rules.-Classes-10.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><\/div><\/div>\n\n\n\n<p>The amount of this transaction was less than 100, so the rule was applied to this invoice, and you can see the subclass was added automatically.\u00a0<\/p>\n\n\n\n<h2 id=\"4\">Run the report to see the results<\/strong><\/h2>\n\n\n\n<p>To check a report by classes in QuickBooks Online, follow these simple steps:<br>1. Sign in to QuickBooks Online.<br>2. Go to <strong>Reports<\/strong>: Search for &#8216;Profit and Loss by Class&#8217; or another class-related report.<br>3. Customize the Report: Apply any necessary filters.<br>4. Run the Report: Click <strong>&#8216;Run report&#8217;<\/strong> to view your data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-11-1024x468.png\" alt=\"\" class=\"wp-image-21440\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-11-1024x468.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-11-300x137.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-11-768x351.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-11-1536x702.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-11-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-11-150x69.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-11.png 1894w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Congratulations, now you know how to automatically assign classes to transactions!<\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a> via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n<script>\nif (window.convertflow == undefined) {\nvar script = document.createElement('script'); \nscript.async = true;\nscript.src = \"https:\/\/js.convertflow.co\/production\/websites\/11040.js\"; \ndocument.body.appendChild(script); \n};\n<\/script>\n<div class=\"cf-cta-snippet cta74541\" website-id=\"11040\" cta-id=\"74541\"><\/div>\n\n\n\n<p><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the most frequent requests our customers experienced is adding classes to their transactions. We are ready to offer a solution to help you sort this out automatically. Run a report by class details in Quickbooks with the help of Stripe and QuickBooks Online integration. Overview: Rules in Synder Create and apply a Rule [&hellip;]<\/p>\n","protected":false},"author":2318,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[369,264,374,74,82],"tags":[],"ppma_author":[338],"class_list":["post-14307","post","type-post","status-publish","format-standard","hentry","category-transaction-recording-per-transaction","category-smart-rules","category-categorization-pt","category-stripe","category-stripe-quickbooks-desktop"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Add classes to Stripe transactions &amp; Run a report by classes in Quickbooks<\/title>\n<meta name=\"description\" content=\"Automatically add classes for Stripe transactions and easily sort it out. Get an instant report by class details in Quickbooks effortlessly with Synder.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/add-classes-to-stripe-transactions-in-quickbooks-automatically\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add classes to Stripe transactions &amp; Run a report by classes in Quickbooks\" \/>\n<meta property=\"og:description\" content=\"Automatically add classes for Stripe transactions and easily sort it out. Get an instant report by class details in Quickbooks effortlessly with Synder.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/add-classes-to-stripe-transactions-in-quickbooks-automatically\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2020-05-19T21:50:53+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-30T19:52:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Smart-rules.-Classes-1-1024x457.png\" \/>\n<meta name=\"author\" content=\"George Bylin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"buffyclaw\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Add classes to Stripe transactions & Run a report by classes in Quickbooks","description":"Automatically add classes for Stripe transactions and easily sort it out. Get an instant report by class details in Quickbooks effortlessly with Synder.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/add-classes-to-stripe-transactions-in-quickbooks-automatically\/","og_locale":"en_US","og_type":"article","og_title":"Add classes to Stripe transactions & Run a report by classes in Quickbooks","og_description":"Automatically add classes for Stripe transactions and easily sort it out. 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