If you use Class tracking in QuickBooks, MyWorks can assign QuickBooks Classes to the lines of each Daily Summary synced to QuickBooks - so your class-based reports (like a Profit & Loss by Class) stay accurate even when orders sync as a single daily journal entry. This doc guides you through the two ways classes can be assigned: based on Shopify Order Tags, or based on Shopify Product Tags.
Overview
This feature is available on our Scale and Soar plans, and can be enabled in MyWorks Sync > Settings > Order, under the Daily Summary settings - using the "Assign QuickBooks Classes to Daily Summary lines" option. There are two ways to assign classes, depending on how your business is organized:
Based on Shopify Order Tags: best when whole orders belong to a class - for example, separating retail vs. wholesale orders, sales channels, or store locations. The day's orders are grouped by matched order tag, and every line in each group (income, shipping, tax, discounts, payments, refunds, COGS, and more) carries that group's QuickBooks Class.
Based on Shopify Product Tags: best when classes follow your products - for example, separate brands or product lines sold together in the same orders. Product income and Cost of Goods Sold lines are split by class, while the remaining lines in the summary use the default class you select.
Based on Shopify Order Tags
Once "Based on Shopify Order Tags" is selected, a mapping table will appear where the Shopify order tag(s) for each QuickBooks Class can be entered. Here's how it works:
Multiple tags can be comma separated in each row - an order matching any tag in the row will be included in that row's class group. If an order matches more than one row, the first matching row wins.
Every line in a class group carries that group's QuickBooks Class - and each group balances on its own, so a Profit & Loss report filtered by class stays accurate.
Orders that don't match any row are always still included in the summary - under the Default QuickBooks Class if one is selected, or with no class if not.
These mappings apply only to the Daily Summary. They're separate from the Order Tag to Class or Location mapping used when syncing individual orders - so if some of your orders sync individually and some sync in the summary, the same tag can carry a different class in each.
💡 Tip: the free Shopify Flow app can automatically add tags to your orders - including based on the order's POS or fulfillment location, sales channel, or customer type - making it easy to drive class tracking without tagging orders manually.
Based on Shopify Product Tags
Once "Based on Shopify Product Tags" is selected, a mapping table will appear where the Shopify product tag(s) for each QuickBooks Class can be entered. Here's how it works:
Multiple tags can be comma separated in each row, and the first matching row wins when a product matches more than one row.
Product sales (income) lines and Cost of Goods Sold lines in the summary are split by class - even when a single order contains products across multiple classes. This works alongside tracking product sales by Shopify Collection, so income can be separated by class and income account together.
The remaining lines in the summary (shipping, tax, discounts, payments, refunds, gift cards, and tips) can't be attributed to an individual product - so these use the Default QuickBooks Class.
Products that don't match any row are always still included - under the Default QuickBooks Class if one is selected, or with no class if not.
Default QuickBooks Class
With either option, a Default QuickBooks Class can optionally be selected. This class is used for any orders or products that don't match a mapping row - and with product tag mapping, it's also used for the order-level lines like shipping, tax, and payments. Leaving it empty simply includes those lines with no class - nothing is ever left out of the summary.
Helpful notes
Class assignment doesn't change the totals in your Daily Summary - it's still a single journal entry per day, with the same amounts, just organized into class-tracked lines.
Class tracking must be turned on in your QuickBooks company (Settings > Advanced > Categories in QuickBooks) for classes to be available to select in MyWorks.
Refunds and payments included in a summary follow the current tags on their order - so a refund processed a few days after the order will be classed with the rest of that order's group when using order tags. When using product tags, refund lines use the Default QuickBooks Class.
If you're also syncing Cost of Goods Sold in your summaries, COGS lines are class-tracked as well - by order group with order tags, or per product class with product tags.