If you take advantage of the integration between ShalomCloud and QuickBooks Online, you may take a keen interest in this post.

First of all, if you’re not familiar with class codes, you may find this article from Intuit to be instructive.

With that background in hand, know that our connection to QBO now supports designating a class code for each financial category.

Here’s a video that demonstrates the use of class codes. This short illustration shows both the ShalomCloud posting, and how it’s reflected in QuickBooks Online.

ShalomCloud now has the ability to send statements, for specific categories that you select.

Until now, every statement was all-in. That is, it showed everything owed per family. Thus, you could not produce a statement for religious-school only, or cemetery-only.

Now, you can select one or more categories to appear.

To see a short (3m 7s) video of this feature in action, please follow this link.