Manage classes and departments in Truewind

Adjust class and department settings when transaction tagging behavior needs to change, resulting in the right categorization fields and auto-tagging behavior.

Workflow

Step 1

Set up Classes in QuickBooks

Complete this action so Truewind can tag the same classes and departments your ERP uses.

Screenshot showing In QuickBooks, set up Classes

Step 2

Review the QuickBooks classes

Confirm the class list exists in QuickBooks before you expect Truewind to tag those values.

Screenshot showing Click Classes Run Report New All Lists You’re using 25 classes and 4 departments of 40 total included in your plan. Find out how to manage your usage or upgrade to Advanced Batch actions NAME ACTION 100 COGS Run report 101 Client Accounting Services Run …

Step 3

Set up Departments in QuickBooks

Complete this action so Truewind can tag the same classes and departments your ERP uses.

Screenshot showing In QuickBooks, set up Departments

Step 4

Review the QuickBooks departments

Confirm the department list exists in QuickBooks before you enable those dimensions in Truewind.

Screenshot showing Click Departments Run Report New All Lists You’re using 25 classes and 4 departments of 40 total included in your plan. Find out how to manage your usage or upgrade to Advanced NAME ACTION General & Administrative Run report Operation Run report Research & Devel…

Step 5

Open Bank Transactions settings

This opens the relevant page or panel so Truewind can tag the same classes and departments your ERP uses.

Screenshot showing In Truewind, go to Bank Transactions Setting

Step 6

Open Bank Transactions

Dimension settings for bank categorization are managed from the Bank Transactions settings area.

Screenshot showing Click BANK TRANSACTIONS

Step 7

Enable the dimensions

Turn this on only for the fields or permissions you want Truewind to use so Truewind can tag the same classes and departments your ERP uses.

Screenshot showing You can enable Class and Department, and click on SAVE SETTING

Step 8

Enable classes

Turn on classes only if your team wants Truewind to suggest or save class values during categorization.

Screenshot showing Click Enable or disable the class dimension

Step 9

Enable departments

Turn on departments only if your team wants department tagging to happen in the transaction workflow.

Screenshot showing Click Enable or disable the department dimension

Step 10

Confirm dimension tagging

Check for the expected result before moving on so Truewind can tag the same classes and departments your ERP uses.

Screenshot showing Then Truewind AI can tag the dimensions

Good follow-up check

After changing these settings, review one real transaction so you can confirm the fields and tagging behavior match your intended workflow.

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