Map departments

This step only applies to QuickBooks Online users.

In QuickBooks Online, you can create classes that you assign to transactions. This lets you track account balances by department, business office or location, separate properties you own, or any other meaningful breakdown of your business.

To learn more about QuickBooks Online classes, see Using Classes and Locations in QuickBooks Online.

If you use classes to track companies or departments, then you can map those classes to the corresponding companies or departments in VOGSY.

Don’t worry, if you don’t complete this step, it just means that all financial transactions will be exported to QuickBooks Online without an associated class.

The list of mappings display on the Department mappings page.

The list of VOGSY companies and departments are taken from the Companies/Departments backoffice settings page.

If the department is mapped, it will display a VOGSY company or department name and a corresponding Quickbooks class name:

mapped departments

If you remove the mapping by clicking the delete blue, the VOGSY department will remain, but the QuickBooks class will be removed.

Unmapped departments will only display a VOGSY company or department name without a corresponding Quickbooks class name:

unmapped departments

To map the department, click the pencil blue, select the appropriate class from the QuickBooks dropdown list, and click the check blue.