One of the most frequent requests our customers experienced is adding classes to your transactions. We are ready to offer a solution to help you sort this out automatically. Run a report by class details in Quickbooks effortlessly with Synder.
1. Rules in Synder
2. Create a Rule in Synder
3. How to apply Rules
4. Run the report to see the results
Rules in Synder
The rules are based on the information in your transaction, setting up a rule you can add classes to every transaction synchronized by the app. You need to set the conditions, you can add several conditions in one rule and you can change them any time.
The overall process contains 2 steps:
- Create a condition (Create Rule tab)
- Associate the condition with the particular class (Apply Rule tab)
Create a rule in Synder
For example, let’s build a rule that will associate all the transactions with the amount less than $100 and with a specific class, for instance a class Cheese, subclass Camembert.
Follow these steps to do so:
Step 1. Open Categorization Rules tab in the left menu (Create Rule tab).
Step 2. Click the Create rule button to start.
Step 3. Name your Rule.
Step 4. Choose Income type.
Step 5. Build the rule meeting your criteria (in the example below the total amount of the transaction is less than 100).
Step 6. Click save (6) when your rule is created.
You have the option to set rules based on the total amount, transaction description, customer name, transaction memo. Also, you can add more than one condition to every rule using the Create New Condition option inside the rule.
How to apply rules in Synder
Make sure you saved the rule and you remember its name. Once a rule is ready you would need to assign a class to this rule. Please follow these steps:
Step 1. Switch to the Apply Rule tab on the top of the page.
Step 2. Select the accounting company you would like to apply the rule to.
Step 3. Select the payment platform from the dropdown.
Step 4. Specify SALES type.
Step 5. Select your created Rule from the dropdown.
Step 6. Select the corresponding class from the dropdown (classes are taken from your accounting company).
Step 7. Click on the check mark to apply the rule.
The result after the synchronization:
The amount of this transaction was less than 100, so the rule was applied to this charge and you can see the class was added automatically.
Run the report in QuickBooks Online
In order to see class categorization, please make sure you synced some transactions applicable to the rules. When it is done, your reports can be even more precise with all the details.
Congratulations, now you know how to automatically assign classes to transactions!