QuickBooks and sales tracking
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.
Related pages
- Customers overview -- capabilities summary and page navigation
- Tax configuration and exemptions -- tax-exempt status and provider-specific settings
- Billing addresses and payment settings -- pricing tiers and checkout controls