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Assign a department class to each employee

Assign a department class to an employee for your QuickBooks Online integration

Anna Allen avatar
Written by Anna Allen
Updated today

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:

  1. Go to Company Settings > Integrations > QBO Integration.

  2. Select Manage Users. This brings up an informational window (Figure 1).

    Figure 1. Mapping Users to QBO Classes dialog stating: Select a user then assign a class from the QBO General Ledger Class dropdown menus

    Figure 1. Mapping Users to QBO Classes dialog

  3. Select OK to continue.

  4. (Alternatively, you can go to Company Settings > Employees > Employee Directory.)

  5. 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 with rows of employee names and a pencil icon to the far-right of each row

    Figure 2. Employee Directory page, edit icon

    Figure 3. Edit Employee window, QuickBooks GL Class dropdown field outlined for emphasis

    Figure 3. Edit Employee window, QuickBooks GL Class field

  6. 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.


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Created: January 20, 2020

Updated: February 3, 2026

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