QuickBooks Enterprise "Classes" for Multiple Locations

Scenario: We set up CommerceSync today for one of our locations, and we use QuickBooks Enterprise. We have two locations, and I'm going to set up the second location shortly.

Question: Is there any way to split out the different locations into different classes by default, or will we have to figure that out?


When you setup the next business connect to the same QuickBooks account.

Each business (POS merchant ID or account) has it's own unique instance of the Commerce Sync Dashboard. The Commerce Sync Dashboard is where you configure Commerce Sync. You can launch the Commerce Sync Dashboard for each business by logging into your Point of Sale or payment solution, selecting the business you want to configure, and launching Commerce Sync from the Apps page.

Within the Commerce Sync Dashboard under Manage Settings, you can select the appropriate QuickBooks entity (account, item, customer) that Commerce Sync uses to transfer your Clover sales information, separately for each of your businesses.

If you want the business to roll up into different classes, then you'll need to create and/or select QuickBooks entities within the Commerce Sync Dashboard, for each business, that are associated with the appropriate class for each business.

The Advanced Settings section of Manage Settings will be particularly important to you.


To enable class tracking on items, you will first need to turn it on. To do so, go to Edit -->Preferences

In the preferences window:

  1. Click on accounting

  2. Make sure you are the Company Preferences

  3. Click the option to Assign Class to

  4. From the related dropdown, pick items

  5. Click on OK

Next you will create the items that correspond. Go to the item list from the Lists Menu:

To create a new item while in the item list, hold down the Ctrl key and hit the N key at the same time (Ctrl+N)

  1. The type will be Non-inventory Part

  2. The Item name and number will match the label you created in your POS

  3. The class will be the appropriate class that you want to associate transactions using this item with

  4. The Account will be the Income account you want to have these transaction impact in your chart of accounts

  5. Click on OK

Once you have these created, you will then select them in the separate Commerce Sync Settings area for each different POS merchant ID or account (not for each POS station or terminal.)

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