Create an accounting classification

  1. Click the gear icon
  2. Under Accounting, click Classifications
    Account Setup - Company Setup - Create an accounting classifications - Classifications link
  3. Select the classification type
    Account Setup - Company Setup - Create an accounting classification - Settings > Classifications
  4. Click New
  5. Enter classification details
  6. Click Save

Things to know

  • Items only sync in one direction for accounts that sync with QuickBooks for Windows, from QuickBooks to Bill.com
    • Items will need to be created in QuickBooks for Windows
  • Employees are only available for accounts that sync with Intacct
  • New Classifications can also be created while creating or editing bills, with the exception of Customers and Employees.