How to sync Intuit Enterprise Suite Dimensions with Knowify

With the launch of Dimensions in Intuit Enterprise Suite (IES), Knowify now supports full integration with your QuickBooks Dimensions setup — giving you new ways to track and report on your business beyond traditional Classes and Locations.

This integration allows you to automatically map your custom Dimensions and categories in QuickBooks to jobs, invoices, and other transactions in Knowify for more granular reporting and streamlined bookkeeping.

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Here’s how it works:

• Connect your IES account that has Dimensions enabled to Knowify, just like you would for Classes and Locations.
• Knowify automatically detects all available Dimensions and their corresponding categories from QuickBooks.
• You can map each Dimension (and its category) to a job directly in Knowify.
• Once mapped, the Dimensions will sync automatically to related transactions (such as invoices) that are exported from Knowify to QuickBooks.
• Works seamlessly alongside your existing Classes and Locations for even more powerful financial visibility.

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Here’s how to use Dimensions in Knowify

Step 1: Connect your QuickBooks account with Dimensions enabled

If you already have your QuickBooks Enterprise Suite account connected to Knowify, no additional setup is required.

When QuickBooks Dimensions are active in your company file, Knowify will detect them automatically.

To verify:

1. Go to Admin > QuickBooks.
2. Confirm that your QuickBooks account is connected.
3. If needed, click Reconnect QuickBooks to refresh your connection.

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Step 2: Assign Dimensions in your job defaults

Once connected, open any job in Knowify and navigate to Job Defaults under the QuickBooks Mapping section.

You’ll now see your available QuickBooks Dimensions listed alongside existing Class and Location fields.

For each Dimension:

• Select the appropriate category from the dropdown list.

  

• These categories are pulled directly from your QuickBooks setup and are unique per Dimension.

  

• You can customize mappings on a per-job basis to ensure reporting accuracy.

Example: You might assign “3D Printed” under a “Material Type” Dimension, or “Commercial” under a “Project Type” Dimension.

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Step 3: Apply Dimensions to transactions

Once job-level Dimensions are mapped:

• All invoices, bills, and other QuickBooks-synced transactions created under that job will automatically include those Dimensions.

  

• When you open the invoice in QuickBooks, you’ll see your mapped Dimensions populated alongside standard fields like Class, Location, Product/Service, and Amount.

  

This ensures that every synced transaction is categorized correctly in QuickBooks, enabling more detailed reporting and analysis.

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Step 4: Review and maintain your Dimensions

You can add or modify Dimensions anytime directly in QuickBooks. Knowify will automatically import and refresh these options during your next sync.

If you add a new Dimension in QuickBooks:

1. Click the "Sync Now" button under the QuickBooks logo in the Knowify toolbar:

   

2. Update your job defaults as needed to include new categories.

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Notes and tips

• The Dimensions integration works similarly to Classes and Locations — but with greater flexibility.
• Dimensions and their categories are custom per QuickBooks account and will vary depending on how your organization has configured them.
• Only available for companies using Intuit Enterprise Suite with Dimensions enabled.
• For best results, ensure that your QuickBooks and Knowify integrations are kept in sync regularly.

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That’s it! Once Dimensions are mapped and synced, Knowify will automatically apply them to your transactions — giving you deeper insight into your business and saving hours of manual coding in QuickBooks.