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QuickBooks and sales tracking

QuickBooks and sales tracking

Feb 26, 2026

The Accounting tab connects customer records to your accounting and sales tracking systems. Configure QuickBooks sync settings, assign the customer to an affiliate, or link them to a sales representative.

QuickBooks settings

These fields control how the customer syncs with QuickBooks:

Field

Type

Description

Quickbooks Code

Text

The customer code used to match this customer in QuickBooks.

Quickbooks Class

Select

The QuickBooks class to assign to this customer's transactions. Options are populated from your QuickBooks configuration.

Terms

Select

The payment terms for this customer (e.g., Net 30, Net 60). Options are populated from your QuickBooks configuration.

Track Separately in Quickbooks

Toggle

When enabled, this customer's transactions are tracked as a separate customer in QuickBooks rather than being grouped under a generic entry.

Tax exemption reason code

The Quickbooks Tax Exemption Reason Code field categorizes why a customer is tax-exempt for QuickBooks reporting. Select the applicable reason:

Code

Reason

1

Federal government

2

State government

3

Local government

4

Tribal government

5

Charitable organization

6

Religious organization

7

Educational organization

8

Hospital

9

Resale

10

Direct pay permit

11

Multiple points of use

12

Direct mail

13

Agricultural production

14

Industrial production / manufacturing

15

Foreign diplomat

This field is for QuickBooks reporting purposes. To actually exempt the customer from tax collection, enable the Tax Exempt toggle on the Taxes tab.

Affiliate assignment

The Associated With Affiliate dropdown links this customer to an affiliate in your program. When a customer is associated with an affiliate, orders placed by this customer generate affiliate commissions. Affiliates are listed by name and email for easy identification.

Sales rep assignment

The Sales Rep Code dropdown assigns a sales representative to this customer. This is useful for tracking which rep manages the account and for commission or performance reporting.

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