If you use Classes in QuickBooks Online or Dimensions in Inuit Enterprise Suite to track your business by location, department, or other segments, Boatyard can send that information along automatically when invoices or purchase orders sync. T
his article covers where to set Classes and Dimensions in Boatyard so your QuickBooks reporting stays accurate.
Note: This article assumes your QuickBooks Online integration is already connected. If you haven't connected QuickBooks yet, see our Connect QuickBooks to Boatyard article, which includes a video walkthrough of the connection process and initial Class/Dimension setup.
Classes vs. Dimensions
QuickBooks supports two ways to categorize transactions beyond standard accounts:
Classes: available on all QuickBooks Online plans that support class tracking
Dimensions: available through QuickBooks' IES (Intuit Enterprise Suite), used by providers on QuickBooks Enterprise or similar advanced plans
Which one you see in Boatyard depends on how your QuickBooks account is set up. Boatyard sets which option applies to your account when QuickBooks is connected.
Where Classes/Dimensions Can Be Set
Boatyard lets you assign a Class or Dimension at several levels, so you have flexibility in how granular your tracking is:
Global level: a default Class/Dimension applied across all invoices and purchase orders at the location
Service: assigned to a specific service
Labor type: assigned to a specific labor type
Misc fee: assigned to a specific miscellaneous fee
Part: assigned to a specific part
When an invoice syncs to QuickBooks, Boatyard uses the most specific Class/Dimension available for each line item. If a line item doesn't have its own Class/Dimension set, it falls back to the global default.
Setting the Global Default
Go to Settings and then the Integrations tab
Select a default Class or Dimensions from the dropdown
Click Save
This default is used for any line item that doesn't have a more specific Class/Dimension assigned.
Setting a Class/Dimension on a Service
Go to Services
Open the service you want to update
Select a Class or Dimension from the dropdown
Click Save
Setting a Class/Dimension on a Labor Type
Go to Settings and then Taxes & Fees tab
Open the labor type you want to update
Select a Class or Dimension from the dropdown
Click Save
Setting a Class/Dimension on a Misc Fee
Go to Settings and then Taxes & Fees
Open the misc fee you want to update
Select a Class or Dimension from the dropdown
Click Save
Setting a Class/Dimension on a Part
Go to the Parts section and open the part you want to update
On the part detail page, select a Class or Dimension from the dropdown
Click Save
Things to Keep in Mind
Classes and Dimensions must already exist in QuickBooks Online before they can be selected in Boatyard. Boatyard does not create new Classes or Dimensions on your behalf
If a Class or Dimension is renamed or deleted in QuickBooks Online, you'll need to update the corresponding selection in Boatyard
Setting a Class/Dimension at a more specific level (service, labor type, misc fee, or part) always takes priority over the global default when an invoice syncs