Categories
The Categories tab stores class and location tracking information
Use Classes: If enabled, Manage transaction line GL Account Classes will map to QuickBooks Online classes.This requires the Track Classes option be enabled in QuickBooks Online under Company Settings > Company > Categories.
Create Classes: If enabled, Manage transaction line GL Account Classes will automatically be created if they do not already exist.
Use Locations: If enabled, Manage transaction header (Accounts Payable / Accounts Receivable) GL Account Classes will map to QuickBooks Online locations. This requires the Track Locations option be enabled in QuickBooks Online under Company Settings > Company > Categories.
Location Source: The source of "Use Locations" to be used when creating ConnectWise Invoices in QuickBooks Online.
Class: Transaction header GL accounts (i.e. Accounts/Receivable/Accounts Payable) "Class" (aka "Account Set") will be used to map to QuickBooks Online locations
Territory: AR Invoice "Territory" will be used to map to QuickBooks Online Locations
Please note that Territory only applies to AR Invoices. Locations will not be applied to QuickBooks Online AP Invoices if using Territory as the Location Source.
Create Locations: If enabled, Manage transaction header (Accounts Payable / Accounts Receivable) GL Account Classes will automatically be created if they do not already exist.