Create an accounting classification

  1. Click Settings
  2. Under Accounting, click Classifications
  3. Select the classification type
    • Chart of accounts
    • Departments
    • Locations
    • Items
    • Customers
    • Classes
    • Employees
  4. Click New
  5. Enter classification details
  6. Click Save

Things to know

  • Items only sync in one direction for accounts that sync with QuickBooks for Windows, from QuickBooks to PayMaker. You will need to create Items in QuickBooks for Windows and let them sync to PayMaker
  • Employees are only available for accounts that sync with Sage Intacct
  • You can also create classifications when you create or edit bills and invoices, with the exception of Customers and Employees.