An export class is the label that tells your accounting software which income account or class a product's revenue belongs to when it exports to QuickBooks or Xero. Keep the list consistent and your books reconcile cleanly; let it sprawl into three spellings of "Cabinets" and the export gets messy. Export classes are a managed list you build once and pick from everywhere.
Applies to: shops exporting sales to QuickBooks or Xero. Managing the list and setting it on products needs the Manage Catalog permission.
In this article
- What changed
- Create your export classes
- Set an export class on a product
- Export classes and production lines
- See revenue by export class
What changed
Export class used to be a text box you typed into on each product. It is now a list you build once under Catalog > Export Class, and every product picks from a dropdown. If you already had classes typed on your products, they are in the list; this just formalizes what you had.
Create your export classes
- Go to Catalog > Export Class (also under Settings (gear) > E-commerce).
- Click Add Export Class.
- Type the name exactly as you want it to read in your books, choose the Production Line it belongs to, set the status to Active and click the tick.
The list shows each class with its production line, status, how many products use it and how many B2B products and supplies. Click a status to toggle it; a class in use by products cannot be deleted, only made inactive.
Set an export class on a product
Open the product (Settings (gear) > E-commerce > Products) and pick from the Export Class dropdown in Product Info.
To do many at once, use the Product Updater (Settings (gear) > Utilities > Product Updater, or Catalog > Products > Update). It has an Export Class column, so you can set the class across a batch of products in one pass.
Export classes and production lines
Each export class belongs to a production line, and a production line lists its export classes: open Settings (gear) > Operations > Labor Processes, open the line, and pick them in Export Class. This keeps revenue from a line's processes mapped to the right class, which matters when labor and materials should not land in the same place in your books.
See revenue by export class
The Sales by Export Class report (Reports > Financial > Sales by Export Class) groups revenue by class, the same split your accounting export uses. The cleaner your list, the cleaner the report.