Use QuickBooks class tracking to categorize and track income, expenses, and other financial transactions in a more granular and organized manner directly out of Salesforce.
Manually select a synched class when adding products to an invoice.
When a new class is added to QuickBooks, it becomes immediately available for use in Salesforce, eliminating the need for manual syncing.
No need to access QuickBooks to create a new class. Create it directly from Salesforce, and it will be reflected in QuickBooks.
Utilize the potential of Salesforce flows to add a class to line items. Some of our Subscribers use events related to an invoice record to toss a class on line items. How would you do it?
We have had the opportunity of working with the development team quite a bit, most closely with Brendan, who has gone above and beyond to make sure we launch on time and correctly. They have been instrumental in training, communicating, and anything else we have asked. Totally awesome to work with!!Victoria Monteclavo
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