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Connect with and learn from others in the QuickBooks Community.
Join nowHello there, PaulAllen.
Products with class can also be assigned to another class, and this is why the fields are not automatically recognized. You'll want to set up a bank rule and include the class information.
Here are the steps:
This helps identify the transactions and create a match.
You can also check this article for more information: How To Set and Use Banking Rules for Downloaded Transactions.
We're always here to help if you have other questions about QuickBooks. Thanks.
According to QB support, that would apply to all products in the transaction, I need each to have its own class.
I do no understand what "Products with class can also be assigned to another class" means?
Should also mention that the Tax flag is checked, even though the product indicates no tax
And it still does not explain why all works as expected if the Product name is manually updated.
Thanks for getting back to us, @PaulAllen.
Let me share a few details about assigning a class to products.
In QuickBooks Online, you can’t assign a class to products and services, only on transactions made from PayPal through bank rules.
You'll need to make sure that your transactions get categorized correctly. There are a few ways to save time categorizing transactions.
There are some option to change the default income and expense accounts.
Here’s a relevant article for you to read for more information:
Don’t hesitate to leave a comment below if you have any other question.
I have read both of those articles multiple times and it still does not explain it.
Explain this:
If I open the transaction in the "For Review" tab and set the product manually, both the class and the tax flag are set as they are in the product information. Why is not this set the same way when PayPal connect matches the item name to the product? It does set the account, why not the class & tax?
Also:
"In QuickBooks Online, you can’t assign a class to any product and services" but there is a class field in the product definition, which does work when it is used manually.
Hello there, PaulAllen.
Thank you for getting back here in the Community. Allow me to step in and help provide additional clarification about using Bank Feeds in QuickBooks Online.
Yes, you're correct regarding the Class field in the Product/Service information screen. However, the class tracking and tax within the product information only works when you create the transactions in our QuickBooks program.
When attempting to sync transactions coming from a third party application, you may need to change the product manually. We want to hear your feedback concerning the integration.
You can send it directly to our product engineers by clicking the Gear icon and selecting the Feedback option.
Feel free to get in touch with me here for any additional questions. The Community always has your back.
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