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| Class | Classes can be used to separate transactions into meaningful categories. (For example, transactions could be classified according to department, business location, or type of work.) In QuickBooks, class tracking is off by default. |
| CustomerType | Customer types allow business owners to categorize customers in ways that are meaningful for their businesses. For example, a customer type might indicate which industry a customer represents, or which part of the country a customer is in. |
| JobType | Job type can be used to separate jobs into any categories that are meaningful to the business. |
| PaymentMethod | A customer's payment method, for example, cash, check, or Master Card. |
| PayrollItemWage | Each payroll wage item describes and names a payment scheme, for example, Regular Pay or Overtime Pay.
Additional required fields: PayrollWageType and either PayrollAccountId or PayrollAccountName. |
| SalesTaxCode | Each item on a sales form is assigned a sales-tax code that indicates whether the item is taxable or non-taxable, and why. Additional required field: IsTaxable. |
| SalesRep | A sales representative must be on the Employee, Vendor, or Other Names list within QuickBooks. Sales representative's names and initials appear on the Rep drop-down list on QuickBooks sales forms. A SalesRepEntity refers to a person on the SalesRep list. Additional required field: SalesRepEntityName or SalesRepEntityId. |
| VendorType | Vendor types allow business owners to categorize vendors in ways that are meaningful for their businesses. For example, a vendor type might indicate which industry a vendor represents, or which part of the country a vendor is in. |