QBO Sandbox Configuration
Time to meet your finance team!
All of the below configuration is optional and whether you choose to enable a feature or not will depend on what your finance team is using in production.
Now would be a great time to get to know the team you're working with and work together to configure this sandbox according to your needs.
Account and Settings is the primary area for configuring your accounting software (it's in the gear icon in the top right corner)
![Untitled 3.png 1600](https://files.readme.io/71ea9aa-Untitled_3.png)
Auto Tax
Enable the QuickBooks Online โAuto Taxโ feature so you don't need to think about calculating tax rates ๐
Start by clicking Taxes in the sidebar
![Untitled 4.png 224](https://files.readme.io/0d41e2d-Untitled_4.png)
Click Make the switch
Click Looks good on the address page
Fill in the next form like so...
![Untitled 5.png 823](https://files.readme.io/7107876-Untitled_5.png)
Click Go to taxes and you are done
Classes
Classes are a way that QBO can link different transactions together across vendors and customers
To enable classes, click the edit button next to Track classes and turn the feature on.
![Untitled 6.png 2166](https://files.readme.io/d9ad411-Untitled_6.png)
![Screen Shot 2021-03-15 at 3.12.35 PM.png 642](https://files.readme.io/4790da0-Screen_Shot_2021-03-15_at_3.12.35_PM.png)
Next you will want to add a few classes to track. To do this, open All Lists...
![Untitled 7.png 1600](https://files.readme.io/8dbe3fe-Untitled_7.png)
Select Classes
Create a few to test with, we recommend a theme (e.g. 1
, 2
, 3
)
Updated almost 2 years ago