This article outlines the steps for configuring T-Codes in RMS to work with QuickBooks Class Tracking.
Overview
QuickBooks offers optional Class Tracking to help segment and track account balances by department, business unit, or location. This feature is available in both QuickBooks Desktop and QuickBooks Online Plus.
✎ Please Note: The Financial Interface to Quickbooks is not included in the standard RMS subscription. For pricing details, please contact RMS Sales.
Why Use T-Codes with Class Tracking?
Improve financial visibility across departments or properties
Automate class assignment in QuickBooks exports
Reduce manual entry and improve accounting accuracy
Simplify reconciliation and reporting for multi-location businesses
✎ Please Note: Some Users may not see or have access to the functions mentioned in this article.
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Configuration
In the side menu of RMS, go to Setup > Lookup Tables > T-Codes.
- Select the 'Associated To' as 'G/L Acc Code'.
- Enter the Class Tracking segment in 'T0' for each General Ledger Account Code.
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Save/Exit.
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