Class and Project only matter if your Floorzap account is connected to QuickBooks Online (QBO). If you're not using the QBO integration, these fields have no effect and can be ignored.
The Class and Project fields on a Floorzap quote are QuickBooks Online (QBO) tracking fields. They don't change how Floorzap calculates the quote — they exist so that when the quote syncs to QuickBooks as an invoice, the transaction lands in the right place for reporting purposes.
Class
The Class field controls how the synced QuickBooks invoice is categorized for class-based financial reporting. When you select a Class on a quote, Floorzap stores it and stamps it onto the invoice in QuickBooks as the Class reference. This lets you run a profit and loss report by class in QuickBooks — for example, segmented by branch, location, division (residential vs. commercial), or salesperson.
A few behaviors to know:
It can auto-fill. If a default Class is configured for the customer's location in Floorzap, the field pre-selects it for you.
It can be made required. There's a company setting called "Make Class Mandatory" that turns the Class field into a required field, preventing reps from saving a quote without selecting one.
It only syncs on the right QuickBooks plan. Floorzap only pushes the Class to QuickBooks if your company is on QuickBooks Plus or Advanced. Class tracking isn't available on Simple Start, so on a lower plan the field is cosmetic and won't carry over to QuickBooks.
Project
The Project field routes the synced QuickBooks invoice to a specific QuickBooks Project (sub-customer) rather than the parent customer. In QuickBooks, a Project is technically a sub-customer, which lets you track profitability job-by-job under a single customer account — useful for builders, general contractors, or commercial clients with multiple ongoing jobs.
The Project dropdown is tied to whichever customer you've selected on the quote and is populated from that customer's QuickBooks Projects. If the dropdown shows NO DATA FOUND, it means either no customer has been selected yet, or the selected customer has no Projects set up in QuickBooks.
Related setting: There's a separate "Sync Invoice with Sub-Customer" toggle on the QuickBooks integration settings page. Support generally recommends leaving this off for most clients — sub-customer/project syncing adds complexity unless the client actively manages a small set of recurring sub-customers in QuickBooks.
Quick Reference
Class — buckets the invoice for class-based P&L reporting in QuickBooks (e.g., by location or division). Requires QuickBooks Plus or Advanced.
Project — routes the invoice to a specific QuickBooks sub-customer/job for per-job profitability tracking. Populated based on the selected customer's QuickBooks Projects.
If your company isn't connected to QuickBooks Online, or is on a plan that doesn't support these features, both fields are either empty or have no downstream effect.