What this article covers: How to import and classify Xero tracking categories and QuickBooks classes in BrizoConsol, and how to load the P&L by Tracking Category or P&L by Class report for an entity.

For an individual entity connected to Xero or QuickBooks Online, BrizoConsol can import the entity’s reporting dimensions — tracking categories in Xero, classes in QuickBooks — and load the accounting system’s Profit and Loss report split by those dimensions.

🛈 Availability: These options appear on the Data Loading page of a single (non-consolidated) entity connected to Xero or QuickBooks. They do not appear for consolidated organisations or for MYOB, Zoho Books, or Excel/CSV entities.

1. Where to Find It

Select the entity in the organisation selector, then go to Organisation Settings → Data Loading. For supported entities you will see:

  • A Review Tracking Category Setup button (Xero) or Review Class Setup button (QuickBooks) below the data load table.
  • A P&L tracking (Xero) or P&L by class (QuickBooks) status column in the data load table.
  • A P&L by Tracking Category or P&L by Class option in the Load Multiple Months dialog, next to GL, Invoices, and Bills.

2. Tracking Category / Class Setup

Click Review Tracking Category Setup (or Review Class Setup) to open the setup page. If nothing has been imported yet, click Import from Xero (or Import from QuickBooks). Use Refresh from Xero / Refresh from QuickBooks to re-import later.

Column Description
Category Name / Class Name The name in the accounting system. A Confirmed badge shows once you have saved a mapping.
Normalized Name The cleaned-up name BrizoConsol uses internally.
Options / Child Classes The tracking options (Xero) or child classes (QuickBooks) under the category. Up to six are shown, followed by a +n more count.
Suggested Mapping The classification BrizoConsol suggests for the category.
Confirm Mapping Choose the classification to keep: Store, Client Tracking, Project Tracking, Regional Division, Product Line, Service Line, Department, Team/Staff, or Other.

Click Save Tracking Category Setup (or Save Class Setup) to store your choices. In QuickBooks, each top-level class is shown once, with its child classes listed underneath and treated as the options of that dimension.

🛈 Setup is optional: This page only records how each category should be treated. The P&L report in the next section reads directly from the accounting system.

3. P&L by Tracking Category / P&L by Class

Click View P&L by Tracking Category (or View P&L by Class) from the setup page:

1
Choose the dimensionSelect the tracking category (or class group) in the first dropdown.
2
Set the date rangeEnter the From Date and To Date.
3
Load the reportClick Load Xero Report (or Load QuickBooks Report). BrizoConsol reads the Profit and Loss report for that dimension directly from the accounting system.

To load the tracking P&L for several months at once, tick P&L by Tracking Category (or P&L by Class) in the Load Multiple Months dialog on the Data Loading page. The load status then appears in the P&L tracking column and on Month End Status.

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