If your QuickBooks Online company uses classes for business units — Repair, Install, Maintenance, Electrical — Run a Call can tag every synced invoice line with the right class. Then Profit & Loss by Class in QuickBooks splits your revenue by division with no manual coding.
Before you start
- Turn on class tracking in QuickBooks: Account and settings → Advanced → Categories → Track classes, and create your classes there.
- Set up your job types in Run a Call (Settings → Tags & Job Types) — the class is chosen by job type.
If QuickBooks isn't tracking classes yet, the Class tracking section says "Your QuickBooks isn't tracking classes yet". Turn it on in QuickBooks, then click I've turned it on — refresh.
Open the class settings
Go to Settings → QuickBooks, expand Sync settings & account mapping, and scroll to Class tracking in the QuickBooks Settings card. (If you connected after turning on classes, you already did this in the Classes setup step.)
Map job types to classes
Each of your job types has a picker. Choose the QuickBooks class its invoices should carry, or leave it on Default class. Use the refresh icon if you just created a class in QuickBooks.
Pick a default class and a membership class
| Setting | Used for |
|---|---|
| Default class | Invoices whose job type isn't mapped, and invoices with no job. |
| Membership class | Recurring membership renewal invoices (they have no job). Left on Use default class, they fall back to the default. |
Save
Click Save Settings. Invoices synced from now on carry the class on every line.
Give price book items their own class (optional)
Some items always belong to one division whatever the job type, for example a duct cleaning sold on a service call. Give those items a class and their invoice lines carry it, ahead of the job type's class.
One item: open the item in the Pricebook and, under QuickBooks, pick a Class. Leave it on Follow the job type to use the job type's class. The Class field only shows when class tracking is on.
A whole folder at once: on the Pricebook, open the ⋯ menu on a folder's card and choose Set QuickBooks class…. Pick a class and click Set class. Every item directly in that folder gets it (active items only, unless you're showing inactive items). Subfolders and bundles aren't included; set a subfolder from its own card. The menu item only shows when class tracking is on and the folder has items. To remove the class from the folder's items, choose Follow the job type (clear the class) and click Clear class.
A class that was deleted or made inactive in QuickBooks shows by name on the item, marked (no longer in QuickBooks). Pick another one.
How a class is chosen
| Invoice line | Class |
|---|---|
| A price book item with its own class | The item's class |
| Any other line on an invoice for a job | The job type's class → otherwise the Default class |
| Membership renewal invoice | The Membership class → otherwise the Default class |
| Any other invoice without a job | The Default class |
If nothing is set, lines simply carry no class — nothing breaks. If you later turn class tracking off in QuickBooks, Run a Call stops sending classes.
The job type and default class rules also apply to purchase orders synced as Bills, so materials cost lands under the same division — see Syncing purchase orders.
Expenses follow their category's class first, then the job type's class, then the default class. See Classes on expense categories.
Good to know
- Changing a mapping doesn't rewrite the past. Invoices already in QuickBooks keep their class until they're edited and re-synced. The same goes for an item's class: it applies to invoices from then on.
- A class deleted or renamed in QuickBooks? Invoices that use it are held back with "a QuickBooks class was deleted or renamed". Re-pick a class here and save — the held invoices are retried automatically.
- Labor costs too. Classes on invoices give you revenue by division. To post wages by class as well, see Posting wages to QuickBooks classes and Job-costed labor.