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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)

Auto Tax

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

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...

Select Classes

Create a few to test with, we recommend a theme (e.g. 1, 2, 3)