---
title: "QuickBooks and sales tracking"
description: "Configure a customer's QuickBooks sync settings, tax exemption reason code, affiliate assignment, and sales rep code from the Accounting tab."
doc_type: reference
audience: merchant
sidebar_position: 11
# Provenance — do not edit by hand; used by re-run diffing and redirects.
confluence_page_id: "4188372994"
confluence_url: "https://ultracart.atlassian.net/wiki/spaces/ucdoc/pages/4188372994"
last_updated_in_confluence: "2026-02-26T21:10:02.079Z"
---
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 |

:::info

This field is for QuickBooks reporting purposes. To actually exempt the customer from tax collection, enable the Tax Exempt toggle on the [Taxes tab](./tax-configuration-and-exemptions.md).

:::

## 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](./index.md) -- capabilities summary and page navigation
-   [Tax configuration and exemptions](./tax-configuration-and-exemptions.md) -- tax-exempt status and provider-specific settings
-   [Billing addresses and payment settings](./billing-addresses-and-payment-settings.md) -- pricing tiers and checkout controls