Aero Types allow you to organize you firm's work and time in Aero. They are the types of work your firm does (not the individual tasks themselves).
For example, an outsourced accounting firm might have the following Aero Types: Client OnBoarding, Accounts Payable, Payroll, Close Period, Quarterly Review Calls, HR, Bank Reconciliation, Sales Tax Return, Use Tax Return, Admin or Overhead. Often, but not always, your Aero types will closely mirror your service items.
To create a new Aero Type, navigate to Setup > Aero Types. On the Setup Aero Types screen click the down arrow next to Setup Aero Types and choose Add Aero Types. The following fields are on the Create Aero Type screen:
|Type *Required||The type name.|
|Service Item||The QuickBooks Service Item assigned to that Aero type. If your Aero Account is synced to your QuickBooks Online account, you can choose a Service Item from the dropdown list.|
|QB Class||The QuickBooks Class assigned to that Aero type. If your Aero Account is synced to your QuickBooks Online account, you can choose a Class from the dropdown list.|
|Active||If the box is checked, the Aero type is currently active and will show in the Aero type dropdown menu in the Aero screens.|
|Billable||If the box is checked, the Aero type defaults to billable.|
|Save and New||Save the current Aero Type and create a new one.|
|Close||Return to the Setup Aero Types screen without saving.|
|Save and Close||Save the new Aero Type and return to the Setup Aero Types screen.|