Authenticate and confirm the QBO company has Class and Location tracking features enabled via the Preferences endpoint
Retrieve valid ClassRef and DepartmentRef (location) Ids using the Class and Department query endpoints
Construct the JournalEntry payload with balanced debit and credit JournalEntryLine items, each including a ClassRef and DepartmentRef in the JournalEntryLineDetail
Set the CurrencyRef if the company operates in multiple currencies and provide the ExchangeRate if different from home currency
POST the payload to the JournalEntry endpoint and capture the returned Id and SyncToken for future updates
Verify the entry appears correctly in the trial balance by querying the GeneralLedger report with the relevant class and location filters
Known gotchas
If the company has Location tracking set to 'Segment' mode rather than 'Department', the field reference name in the API payload changes; confirm the tracking type via Preferences before building the payload
JournalEntries must balance to zero across all lines; an imbalanced payload returns a validation fault rather than a partial save
ClassRef is applied at the line level, not the header level; placing it at the header will be silently ignored
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