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, Mark Ready and Publish Bills
Upload your invoice or bill file in tofu
Extract the document
Manually assign the appropriate Class
Click Save Draft, then Mark Ready.
Click Publish to send the bill to QuickBooks.
You can also click Ready & Publish on a Draft bill to do both steps at once, or turn on Auto-Publish under Entity Settings → Features → Extraction Types → Document Lifecycle. If a bill has a New contact label, a Duplicate label, or a validation error, it stays in Draft until you resolve it.
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
Need to change the Class on a bill you've already published?
Open the bill in tofu and click Edit. tofu deletes the bill in QuickBooks first, then returns it to Draft so you can update the Class. Mark it Ready and publish it again to create a new bill in QuickBooks with the updated Class.
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.
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, then Mark Ready, and click Publish.
What happens:
The bill publishes to QuickBooks with the selected Location.
To change the Location after publishing, open the bill in tofu and click Edit. tofu deletes the bill in QuickBooks first, then returns it to Draft. Update the Location, mark it Ready, and publish again to create a new bill with the updated Location.
