How to solve Class Tracking Issues for Expenses in QuickBooks Online from Webgility Online
This article helps Webgility Online users in troubleshooting class tracking issues for expenses in QuickBooks Online when syncing data from Webgility Online. It covers common causes and provides step-by-step solutions to ensure accurate class assignment in expense transactions.
Step-by-Step Resolution
- In Webgility Online navigate to Sync Settings and Fees.
- Hit the refresh icon on the upper right hand-side
- This will download the latest QB data scroll down to the bottom, and you will see an option to select a class.
- Select the class from the dropdown, click on save & retry posting the order.
- If you want to change the class type just for your transactions go to Sync Settings and Orders then find Class and select the desired class from the dropdown & Save.