If you're syncing multiple Teachworks branch accounts to a single QuickBooks account, you will need to enable the "Location" or "Class tracking" settings in your QuickBooks account.
Enabling Location & Class Tracking
You can follow the steps below to enable "Location" and/or "Class Tracking" in QuickBooks below:
- Select the "Gear Icon" at the top, then click on "Account and Settings" (or "Company Settings").
- Select "Advanced" (or "Company") on the left-hand side.
- In the "Categories" section, click on the "Edit" icon.
- Choose the category you want to enable and select the settings for that category.
- Click on "Save".
If you are enabling "Class Tracking", select the option to assign classes "One to entire transaction".
Creating Location or Class Categories
- Click on the "Gear Icon" at the top of the page and then click on "All Lists".
- Click on "Classes" or "Locations".
- Click on "New" at the top-right.
- Enter the information.
- Click on "Save"
Generally, you will want to name your locations or classes after the names of your Teachworks branch accounts so that it is clear which location or class is associated with each Teachworks branch account.
- Adding Classes - Click on "Classes" and then click on "New" (blue button top right). Enter the Class name. You can repeat this for each class that you want to add.
- Adding Locations - Click on "Locations" and then click on "New" (blue button top right). Enter the Location name. You can repeat this for each location that you want to add.
NOTE: When selecting classes in the "Class" field in Teachworks, only classes that are set to "Active" will be displayed. If you created a class and it is not displaying in Teachworks, check to make sure that the status is not set to "Inactive".
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