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Synchronize using QuickBooks Classes

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You can Synchronize using QuickBooks Classes to group transactions. If you are using the Class feature in QuickBooks, you can group transactions in FieldOne for the Accounting Integration Export.

On the Work Menu at the top of the screen, click the System down-arrow, and select Company Branches. In Company Branches you can enter a QuickBooks Class into QB Class Name. When the Accounting Integration Export runs it will group every transaction for this Branch into that QuickBooks Class.

 


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