If you're interested in mapping Classes to your Buddy Punch account, but aren't sure how to set them up, please follow the below steps:

  1. To enable class tracking, select “Edit | Preferences…” from the Menu Bar to open the “Preferences” window.
  2. Click the “Accounting” icon at the left side of the window.
  3. Click the “Company Preferences” tab to the right and then check the “Use class tracking for transactions” checkbox.
  4. Also check the “Prompt to assign classes” checkbox to remind whomever performs data entry in QuickBooks to classify all transactions entered.
  5. When finished, click the “OK” button to enable class tracking.
  6. To open the “Class List” in QuickBooks to enter the partners and/or departments, select “Lists x| Class List” from the Menu Bar.
  7. Within the “Class List” window, there are two default classes you can rename, if desired, by editing the classes or deleting them and creating new classes.
  8. To edit a class, select the class to change in the “Class List” window.
  9. Then click the “Class” button in the lower-left corner of the window and select the “Edit Class” command from the pop-up menu that appears.
  10. In the “Edit Class” window, then enter a new description into the “Class Name” text box.
  11. Then click the “OK” button to save it.
  12. To delete a class that has not been used in any transactions, select the class to delete.
  13. Then click the “Class” button in the lower-left corner of the window.
  14. Then select the “Delete Class” command from the pop-up menu that appears.
  15. In the “Delete Class” dialog box that appears, click the “OK” button.
  16. To create a new class, click the “Class” button in the lower-left corner of the “Class List” window.
  17. Then select the “New” command from the pop-up menu that appears.
  18. In the “New Class” window, enter the name of the partner/department into the “Class Name” text box.
  19. To make this new class a “subclass” of another class you have created, check the “Subclass of” checkbox.
  20. Then use the adjacent drop-down menu to select the main class underneath which to classify the current entry.
  21. Click the “OK” button to add the new class into your “Class List.”
  22. In the future, when entering transactions into QuickBooks, use the “Class” drop-down menu to select the desired value and classify the transactions, as needed.
  23. If you checked the “Prompt to assign classes” checkbox in the “Preferences” window, any unclassified transaction you create will prompt you to classify it before closing the transaction window if you accidentally save an unclassified transaction in the future. This creates a valuable double-check to ensure appropriate classifying of transactions for accurate reporting.

Once you've got your Classes setup, you can import them into Buddy Punch by running the QuickBooks Desktop sync. You can then map your Classes to your Buddy Punch Locations/Department Codes. Here's an article that goes over that process in more detail: https://app.intercom.io/a/apps/u0j03ozi/articles/articles/3396928/show?language=en

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