Setting up class tracking for Square + QuickBooks Online integration

How it works

• Create and manage classes in QuickBooks Online to make them available for mapping.
• The integration will assign the tracking option for each invoice line item related to sales.

Set up the tracking categories

1. Sign into the Amaka dashboard.

2. Click the integration you would like to update and Edit.

3. On the left navigation panel, click Features and select Advanced setup type.

4. Click Save + Continue.

5. Go to Settings → Tracking Categories.

6. Toggle on the Tracking Option and select the Tracking Category from the dropdown options, then wait for the integration to load.

7. Map the tracking category to the QBO class tracking options accordingly.

8. Click Save + Continue.