{"id":15750,"date":"2021-03-03T21:30:38","date_gmt":"2021-03-03T21:30:38","guid":{"rendered":"https:\/\/synder.com\/help\/?p=15750"},"modified":"2026-08-13T15:44:23","modified_gmt":"2026-08-13T15:44:23","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
\nUsing Xero?<\/strong> Xero doesn\u2019t have Classes \u2014 the Xero equivalent is a Tracking Category<\/strong> (Xero allows up to two). Smart Rules apply them on the matching Xero entity \u2014 for example, an Invoice<\/strong> instead of a Sales Receipt, or a Bill<\/strong> instead of an Expense. The steps below are the same in principle. See How to Automatically Assign Xero Tracking Categories Using Smart Rules<\/a> for the Xero-specific setup.\n<\/div>\n\n\n\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> let you track income and expenses in more detail in QuickBooks Online, and they make your Profit and Loss far more informative. As a result, you get clearer insights into your sales, expenses, and profitability by business segment. With Synder, you can apply QuickBooks classes automatically to income or expense transactions, based on the amount, description, memo, or other fields. 
    Below, this guide shows you how to use Smart Rules to apply classes based on the description. In our example, Synder adds the class \u201cFruit\u201d to any transaction whose 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