How Does Class Mapping Work Between Shopify and QuickBooks Online?

Overview:

QuickBooks Bridge by Parex supports Class Mapping to help categorize Shopify sales in QuickBooks Online. Orders can be mapped to classes based on a unique field such as sales channel, source, or location—giving you clearer reporting and insights.

Detailed Information:

✅ Step 1: Enable & Select Class Tracking in QuickBooks Online

Enable class tracking in QuickBooks Online and select one of the two options:

• One to entire transaction – Applies a single class to the whole order.

• One to each row in transaction – Applies classes to individual product line items.

Choose the option that fits your reporting needs.

✅ Step 2: Provide Order Examples & Mapping Logic

After enabling class tracking, share a few Shopify order numbers and the QuickBooks class names to map them to.

Mapping can be based on fields like:

• Sales Channel (e.g., Online Store → Online Class)

• Location (e.g., Warehouse A → North Region Class)

• Source (e.g., Facebook → FB Class)

We will review these orders to confirm that a uniquely identifiable field exists. Once verified, we will configure the feature in your store.

How Classes Appear in QuickBooks

• One to entire transaction: The class applies to the whole order.
   

• One to each row in transaction: The class applies at the product line level.

If you choose line-level tracking, you can map by:

• Product Type, or

• Order fields such as channel, location, or source.

📌 Product-Type Class Mapping (Line-Item Level)

For product-type-based class mapping, ensure the following:

1. Select One to each row in transaction in QuickBooks.

2. Assign Product Types to Shopify products.

3. Subscribe to the QuickBooks Class Mapping feature in our app.

This allows detailed class reporting for each product in QuickBooks.