Purpose
This article describes how to assign a department class to an employee for your QuickBooks Online (QBO) integration.
Audience
This article is directed toward administrators (admins).
Assign a Department Class to each employee
To assign a department class to each employee, take the following steps:
Go to Company Settings > Integrations > QBO Integration.
Select Manage Users. This brings up an informational window (Figure 1).
Figure 1. Mapping Users to QBO Classes dialog
Select OK to continue.
(Alternatively, you can go to Company Settings > Employees > Employee Directory.)
In the Employee Directory each employee has a row of information, as well as a pencil icon in the far-right of the row. Identify the employee you want to add a department class to and select the pencil icon in their row (Figure 2). This brings up an Edit Employee dialog (Figure 3).
Figure 2. Employee Directory page, edit icon
Figure 3. Edit Employee window, QuickBooks GL Class field
Select the QuickBooks GL Class field (Figure 3) and select the General Ledger Class that you’d like to assign to the employee. (The General Ledger Classes are automatically pulled in from QBO through the integration.) Currently each employee can only be mapped to a single department. If you require multiple departments per employee, email success@travelbank.com.
Need help?
If you need help, contact the Client Services team using the online chat feature.
Created: January 20, 2020
Updated: February 3, 2026
