In QuickBooks Online, many organizations categorize transactions using classes. You can also track these classes within the MMS (Membership Management System).
To connect the classes between QuickBooks and the MMS, follow these steps:1. Create the necessary classes in QuickBooks Online (refer to Intuit's documentation for detailed instructions).2. Log in to the MMS with admin privileges.3. Navigate to Membership Billing.4. Under the Data Export section, click on "Edit Classes".5. At the bottom of the screen, select "Add New Class".6. Choose a Product/Service from the QB Item dropdown and enter a name in the Class Name field. It's recommended to use the same class name in the MMS as in QuickBooks to maintain consistency.7. Press "Submit".8. Repeat steps 5-7 for each QuickBooks class you need to map to MMS classes.9. In section 6.15.3 (mentioned later), we'll guide you on assigning these classes to transactions throughout the MMS.
Frequently Asked Questions:Q: Do I need to map all the classes from QuickBooks to MMS classes, even if I don't use them in the MMS?A: No, you only need to map the classes that you'll be utilizing in the MMS. Ignore the classes that aren't relevant to your MMS operations. This scenario often occurs when organizations have existing classes in QuickBooks for products/services they no longer offer (e.g., "2009 Annual Conference").
Q: What happens if I try to export a transaction that hasn't been mapped to a class in QuickBooks?A: It depends on how the interface is configured:
- If classes are "required" on all transactions or if you assign an MMS class to the transaction, the export process will stop and display an error.
- If classes are not "required" on all transactions and you didn't assign an MMS class, the transaction will appear in QuickBooks without a class assigned.
Q: Do I have to use classes?A: No, the interface will function properly as long as you've mapped QuickBooks Products/Services to MMS G/L Accounts. However, if you use classes in QuickBooks, it's recommended to use them in the MMS as well to keep both systems aligned.
Q: How do I determine whether I should use classes in QuickBooks or not?A: This is something you should discuss with your accountant or Intuit for guidance on your specific needs.
