How to resolve missing class issues while Posting POs to QuickBooks

A blank class value in a purchase order can prevent it from posting to QuickBooks, disrupting order flow and financial reconciliation.

Cause of the issue

QuickBooks requires a valid Class value on purchase orders or line items if class tracking is enabled. A blank or unset Class field triggers a failure during posting from Webgility.

Step-by-Step Solution

Step 1: Identify the Issue

1. Review the error message when attempting to post the purchase order.

2. Confirm the issue refers to a missing or blank Class field in the order or its line items.

 Step 2: Access the Purchase Order Setup in Webgility

1. In Webgility Desktop, navigate to:
   Connections > Accounting/POS/ERP > Posting Settings

2. Locate the Purchase Order Settings section.

3. Click Setup to define or review Class field configuration.

Step 3: Update the Class Field

1. Open the affected purchase order and inspect the Class field:

   • At the order level

   • At the line-item level

2. If the Class field is blank:

   • Set the value to "none" (if supported)
     OR

   • Use your company’s default class (as required by policy or configuration)

3. Save your changes.

Note: Some QuickBooks configurations require a non-null class value to be selected for every transaction.

Step 4: Repost the Order

1. Return to the order in Webgility.

2. Attempt to post the purchase order again.

3. Check for success confirmation or any new errors.

Step 5: Confirm Posting and Accounting Accuracy

1. Open QuickBooks and verify the purchase order appears correctly.

2. Confirm the class value is accurately assigned.

3. Ensure accounting entries reflect the expected posting.