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 Exporting Classes in Invoices

  • You can assign classes to exported invoices by opening QBO dashboard page in Streamline and select how do you want to assign classes to invoices:
  • As in QBO, you have 3 options: OFF, one class for the entire transaction or one class for each row in a transaction.
  • After you select how you want to assign classes, you have to select which class you want to attach to exported invoices by going to the customer settings page for a specific customer and select the class from your QBO.
  • Now any invoice for that customer will have this class assigned to it.
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