At a Glance

• The Solution: Use SaasAnt's Download (Export) feature to extract your complete Class List into a clean Excel/CSV format.

• The Key Benefit: Native QuickBooks Online exports often require running custom reports to get a class list, which can mangle parent/child hierarchy formatting. SaasAnt exports your classes in a flat file, clearly separating the class name from its parent class, which is critical when mapping QBO segments to a new ERP or budgeting tool.​​​

• Quick Steps: Quick Access > Download (Export) > Select Classes > Search > Download.

Getting Started

• Install: Get SaasAnt Transactions from the QuickBooks App Store and start a free trial.

• Connect: Securely authorize the connection to your QuickBooks Online company. We do not store your customer data; we simply process the transfer.

How to Export Classes Step-by-Step

1. Navigate to Download (Export)

From the Quick Access, click the Download (Export) button listed in the main menu.​

2. Select Entity

In the Transaction/List dropdown, select Classes.​

3. Select Date Strategy

Because Classes are "Lists," choose the Date Type that fits your reporting needs:​

• Search By Created Date: Exports based on when the class was first added to QuickBooks.

• Search By Last Updated Date: Exports based on when the class record was last modified (e.g., if a sub-class was moved under a new parent class).

4. Set Date Range & Format

• Range: Enter your Start and End dates. To ensure you capture your entire list of active and historical classes, enter a start date far in the past (e.g., 01/01/2000) to the current date.​

• Format: Use the dropdown inside the date box to pick your preferred format (e.g., MM/DD/YYYY).

5. Select Template

In the Use Saved Template dropdown, leave it as Simple Mapping for a standard export.

• Tip: Create a custom template using the Add new template option if you are exporting this list to populate segment IDs in a third-party software like NetSuite or Salesforce.​

6. Configure Filters & Search

Because the Class list is typically small, there are no complex transaction filters:​

• Show Records From (Start At): Use this if you have a massive, multi-tiered organizational list and need to chunk the export (e.g., run 1–2,500, then 2,501+).

Click the blue Search button to preview results.​

7. Review & Download

After clicking Search, the data preview grid will load:​

• Verify Hierarchy: Review the Name and Parent Class columns. Sub-classes will be displayed clearly alongside their parent, ensuring you understand the exact organizational hierarchy.

• Total Records: Check "Total records found" to confirm it captured your entire class structure.​

• Select Format: Click the Download button at the bottom right, choose .xlsx (Excel) or .csv, and the file will download.

Automate with Backup

If you frequently add new business units, service lines, or funding sources and need external reporting tools to stay synced, use the Backup module.

• Set it and forget it: Schedule daily, weekly, or monthly exports.

• Delivery: Have files automatically sent to email, FTP, or storage integrations without logging in.

Why export Classes with SaasAnt?

• ERP Migration Prep: If you are migrating from QBO to an enterprise system like NetSuite, you must map your QBO Classes to the new system's segments or departments. SaasAnt's flat-file export provides the exact strings needed for import templates without manual formatting.​

• Hierarchy Audits: QBO allows you to nest classes (e.g., Sales > Online Sales). Exporting this list to Excel lets you easily audit the Parent/Child relationships to ensure transactions are rolling up to the correct master classes on your P&L.​

• Bulk Renaming: Export your class list, make mass naming convention changes in Excel, and use SaasAnt’s import feature to update QBO in bulk, saving hours of manual data entry.

FAQ

Does this export the transactions tied to the classes?

No. The Classes export pulls the List of classes themselves. To see revenue or expenses by class, you should export Invoices, Bills, or Journal Entries and ensure the "Class" column is included in those transaction exports.

Will this export inactive or deleted classes?

Yes, if the inactive classes fall within the created/updated date range you selected. Capturing inactive classes is highly recommended if you are doing a historical data migration to ensure older transactions have a mapping destination.