Enable and create accounting classifications

Accounting classifications allow you to categorize finances in your ledgers and financial statements. It breaks your records into several broad classifications.

There is a selection of classifications available to manage within the Key CashFlow account:

  • Chart of Accounts
  • Departments
  • Locations
  • Items
  • Jobs
  • Customers
  • Employees
  • Classes

Jump to:


Enable classifications

  1. Select Settings
  2. Select Preferences under Accounting
  3. Select Edit
  4. Select Yes for the classifications to be enabled
  5. Select Save

Create an accounting classification

  1. Select Settings
  2. Under Accounting, select Classifications
  3. Select the classification type
    • Chart of accounts
    • Departments
    • Locations
    • Items
    • Customers
    • Classes
    • Employees
  4. Select New
  5. Enter classification details
  6. Select Save

Things to know

  • Items only sync in one direction for accounts that sync with QuickBooks Desktop, from QuickBooks to Key CashFlow. You'll need to create Items in QuickBooks Desktop and let them sync to Key CashFlow
  • Employees are only available for accounts that sync with Sage Intacct
  • You can also create certain classifications when creating or editing bills and invoices.