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Set default QuickBooks class for clients
Set default QuickBooks class for clients
Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago

If the majority of your clients are assigned to a specific class in QuickBooks, you can set this class as default and save your time when creating new clients.

  • On the Clients page, click the Default QB Class drop-down list, select the appropriate class, and then click the Set button.

Now when you create a new client, the ‘Class’ setting will be automatically populated with the default value.

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