Use the steps below to add Classes / Departments manually to your Bill.com account. If you want to import all your Classes / Departments at once, check out the Resources section below.
Enabling
- Hover on the gear icon , and click Settings
- Under Accounting, click Preferences
- For QuickBooks Online, Sage Intacct, or Oracle NetSuite, click Classes. For QuickBooks for Windows or Xero, click Departments.
- Click Save
Adding
- Hover on the gear icon , and click Settings
- Under Accounting, click Classifications
- For QuickBooks Online, Sage Intacct, or Oracle NetSuite, click Classes. For QuickBooks for Windows or Xero, click Departments.
- Click New
- Enter Class/Department details
- Click Save
Resources
- Use Import/Export to add Departments or Classes in bulk: