Finale Inventory supports using various order-level and product-level fields to map sales transaction information into QuickBooks® Online Classes. This allows you to categorize sales and COGS with greater precision based on sales channels, product attributes, or custom fields defined in your Finale account.
The Classes configuration panel is located in Application Settings > Accounting. From here, you can choose how Finale assigns Classes when sending data to QuickBooks Online. Additional enhancements will continue to roll out in the coming months.
Before You Begin
To use this feature, ensure that Classes are enabled inside QuickBooks Online. Finale can only map data to Classes that exist and are active within QuickBooks.
Choosing How Classes Are Assigned
You’ll have two primary options when determining how Finale Inventory assigns Classes for each sales transaction:
Option 1 — One Class per Transaction
This setting assigns a single class to the entire sales order. This is ideal when Classes correspond to selling channels or marketplaces—e.g., Amazon, Shopify®, or eBay®. Since an order coming from Amazon won’t require multiple classes, this method keeps classification simple and consistent.
Option 2 — One Class per Line Item
Choose this option if each product on an order should post to a different class, regardless of the sales channel. For example, if your accounting workflow requires grouping COGS by product category or brand, you can map each line item to its own class using product-level attributes.
Connecting QuickBooks Online
Once your Classes are set up inside QuickBooks Online, Finale Inventory will read and import them automatically after your Finale account is connected to QuickBooks.
Configuring Classes in Finale Inventory
Go to Application Settings.
Open the Accounting tab.
Locate the Classes section on the bottom left.
Here you will choose which Finale field dictates the Class assignment. Finale supports mapping from:
Sales Source
Product Category
Custom order fields
Custom product fields
Below is an example showing order-level custom fields such as Sales Person and Your Custom Field.
Using Sales Source for Class Mapping
If you want each sales channel (e.g., Amazon, Shopify, eBay, Wholesale) to correspond to a Class in QuickBooks Online, select Sales source. This applies one Class to the entire transaction, making it ideal for channel-specific reporting.
Finale will automatically display the Class list retrieved from QuickBooks Online. Simply choose which Finale value should map to which QuickBooks Class.
With this configuration in place, Finale Inventory will accurately assign and deliver Class information with each sales transaction sent to QuickBooks Online, giving your accounting team cleaner reporting and more granular financial insights.
If you need assistance configuring Classes or have additional questions, feel free to reach out to service@finaleinventory.com.