{"id":15750,"date":"2021-03-03T21:30:38","date_gmt":"2021-03-03T21:30:38","guid":{"rendered":"https:\/\/synder.com\/help\/?p=15750"},"modified":"2026-03-30T19:49:05","modified_gmt":"2026-03-30T19:49:05","slug":"how-to-apply-quickbooks-classes-automatically","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-apply-quickbooks-classes-automatically\/","title":{"rendered":"How to Apply QuickBooks Classes Automatically Using Synder Smart Rules"},"content":{"rendered":"\n

Overview:<\/b><\/p>\n

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  1. What are the classes in QuickBooks for?<\/a><\/p><\/li>\n\t

  2. QuickBooks Online setup<\/a><\/p><\/li>\n\t

  3. Synder setup<\/a><\/p><\/li>\n<\/ol>\n\n\n\n

    What are the classes in QuickBooks for?<\/strong><\/h2>\n\n\n\n

    Classes<\/strong> are used to allow for additional, more detailed income or expenses tracking in QuickBooks Online and can make your Profit and Loss even more informative. This lets you get clearer insights on your sales, expenses, or profitability by business segment. Using Synder you can automatically assign classes to income or expense transactions based on the amount, description, memo or other fields in the transaction. 
    Read further to learn how to use smart rules in Synder to apply classes to sales transactions based on description. In our example, Synder will add class \u201cFruit\u201d to any transactions where the description contains the word \u201capples\u201d<\/strong>.<\/p>\n\n\n\n

    QuickBooks Online setup<\/strong><\/h2><\/p>\n\n\n\n

    First, you would need to:<\/p>\n\n\n\n