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)
Enable the QuickBooks Online “Auto Tax” feature so you don't need to think about calculating tax rates 😉
Start by clicking Taxes in the sidebar
Click Make the switch
Click Looks good on the address page
Fill in the next form like so...
Click Go to taxes and you are done
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.
Next you will want to add a few classes to track. To do this, open All Lists...
Create a few to test with, we recommend a theme (e.g.
Updated 5 months ago