How do I apply a QuickBooks Class or Customer to an expense report?

When you push a report to QuickBooks, the export dialog lets you set a Class and a Customer. Both are applied to every line item in that push — you set them once, not row by row.

What Class and Customer mean in QBO:

• Class — a cost dimension like a restricted grant, department, program, or project. Example: "Literacy Grant 2026", "Marketing Dept", "Program – Youth Outreach".
• Customer — the funder, donor, client, or entity the expenses are associated with. Example: "City of Toronto", "United Way", "Client – Acme Corp".

The recommended workflow:

Ask your team (or clients) to submit one report per grant, donor, or project — so all the rows in a single report share the same Class and Customer. When you push that report to QuickBooks:

1. Click Push to QuickBooks on the report
2. Choose your export type (Bill, Purchase, or Invoice — Class and Customer work with all three)
3. In the export dialog, pick the Class and Customer from the dropdowns
4. Confirm — every line item in the Bill or Purchase is tagged to that Class and Customer

That's it. No spreadsheet columns to fill in, no per-row tagging.

Why organize by report instead of by row?

For nonprofits managing multiple restricted grants, or consultants billing to multiple clients, the cleanest approach is: one report = one grant = one donor. When you submit all of those expenses in separate reports, you set Class and Customer once per report at push time. This keeps your QBO books cleanly segmented by funder without any manual line-item work.

When would per-row tagging make sense?

Only if you have a single report spanning multiple grants or donors — for example, a mixed expense report where different rows belong to different restricted funds. The report-per-grant workflow above avoids this entirely. If you ever need per-row overrides, contact support and we'll walk you through it.

Classes and Customers are fetched live from your QBO account, so the dropdowns always reflect your current Chart of Accounts structure. If you add a new Class or Customer in QBO, it appears automatically next time you open the export dialog.