Tracking Classes
1. Integrate QuickBooks with Tofu
Before anything else, make sure your Tofu app is connected to QuickBooks.
Not set up yet? Follow this guide:
How to Integrate QuickBooks Online with Tofu
2. Confirm Class lists Are Synced
Go to: Entity (integrated with QuickBooks) > Settings (top right) > Accounting > Tags
If your Class list from QuickBooks is shown here, you're good to go
If not, click “Sync” to pull them in from QuickBooks Online.
3. Upload, Extract, and Save Bills as Drafts
Upload your invoice or bill file in Tofu
Extract the document
Manually assign the appropriate Class
Click “Save Draft” (and "Publish" if the auto-publish is off)
4. Review in QuickBooks
The bill will appear in QuickBooks as an Unpaid Bill Transaction.
It will include the Class and details exactly as saved in Tofu
Train Tofie to assign classes automatically:
Tofie learns how to assign classes to your line items based on your historical bills and based on your instructions. Teach Tofie how you'd like to classify your line items and save extra time! Learn more here
Tracking Locations
Availability: Locations are supported only for QuickBooks Online (QBO) entities connected to Tofu. If an entity isn’t integrated with QBO, the Locations table and the Location field will not appear in Tofu.
Note: Location Tracking is a Preview feature in Tofu. Your organization Owner or Admin needs to activate it for your organization in Settings --> Features
Read more here: How to opt-in for early features
1. Confirm Locations are synced from QBO
Open the QBO-integrated entity in Tofu.
Go to Settings (top right) → Accounting → Locations.
Click Sync.
Tofu pulls in all levels (parent and sub-locations).
Inactive QBO locations show in the table but has a word (Deleted) beside on it and are hidden from the invoice/bill Location dropdown.
(Optional) In QBO, create or edit a Location. Click Sync again in Tofu to refresh. Newly created locations appear after sync and refresh.
2. Assign a Location in Tofu
You can add a Location while preparing a bill/invoice in Tofu.
Upload your document → Extract.
Open the draft in Review.
Use the Location dropdown to select the desired QBO Location (inactive locations are excluded by design).
Click Save Draft (and Publish if auto-publish is off).
What happens:
The bill publishes to QBO with the selected Location.
Editing the Location on the draft and republishing updates the Location on the QBO transaction accordingly.
