# How to Assign Default Dimensions Automatically With Dimension Assignment in Intuit Enterprise Suite > Dimension Assignment in Intuit Enterprise Suite suggests default dimension values for products, services and fixed assets. Confirm them, and IES applies them to future transactions. - URL: https://logistify.ai/guides/intuit-enterprise-suite/dimension-assignment-default-dimensions/ - Section: Intuit Enterprise Suite Guides, Dimensions, currency & reporting - Applies to: Intuit Enterprise Suite (all subscriptions) - Steps checked against: Intuit help articles for Intuit Enterprise Suite, checked 30 October 2026 - Updated: 2026-10-30 **Short answer:** To assign default dimensions automatically in Intuit Enterprise Suite, go to Settings ⚙ > Lists > Dimensions > Dimension assignment and choose Products and Services or Fixed Assets. AI suggestions carry a Sparkle icon. Edit them if needed, then Confirm or Dismiss each one, or select several items and use Assign Dimensions. Confirmed defaults apply to future transactions. Intuit's Fall 2026 release notes announce retroactive dimension assignment, but no help article gives steps yet. ## Before you start - You're on Intuit Enterprise Suite and your dimensions and values already exist under Settings ⚙ > Dimensions. - You know which dimension value each product, service or fixed asset should carry by default. - Dimension Assignment suggests values only for products and services, and fixed assets, that don't have dimensions assigned yet. - Intuit's article doesn't say which roles can use Dimension Assignment. Only Admins and Standard-All users can create dimensions. If you haven't built your dimension list yet, start with [How to set up dimensions in Intuit Enterprise Suite](https://logistify.ai/guides/intuit-enterprise-suite/dimensions-vs-classes-locations/). ## Step 1: Open Dimension Assignment 1. Go to Settings ⚙. 2. Go to Lists, then select Dimensions. 3. Select Dimension assignment. 4. Use the Select a type dropdown to choose Products and Services or Fixed Assets. ## Step 2: Review the AI suggestions 1. Check the list of items without dimension values. Suggested values are marked with a Sparkle ✨ icon. 2. Select the Sparkle icon to see the reason for the suggestion. 3. Edit or change a suggested value if it's wrong. Once you edit it, the Sparkle icon is removed from that item. 4. In the Actions column, select Confirm or Dismiss for each suggestion. 5. To approve several values at once, check the box next to each item and select Approve. 6. If you're not ready to decide on an item, use the Saved for later option and come back to it. Once you confirm a value, IES applies the same dimension to similar future transactions. Intuit's article, updated 4 August 2026, doesn't say it changes transactions you've already saved. ## Step 3: Assign dimensions in bulk 1. In the Dimension Assignment tool, check the box for each item you want to update. 2. Select Assign Dimensions. 3. Choose a dimension from the Select a dimension ▼ dropdown, then a value from the Select a value ▼ dropdown. 4. Select Save. 5. Review the changes and select Confirm selected items. ## Step 4: Use suggestions while you enter a transaction 1. Go to All apps, then Sales & Get Paid, then Invoices. 2. Open a transaction. 3. Start typing in a dimension field. AI-suggested values appear. 4. Select a suggested value to apply it to the line item. ## Step 5: Change dimensions on past transactions (single-entity IES only) Intuit's Dimension Assignment article describes defaults for future transactions. Intuit's Spreadsheet Sync article gives one documented way to update dimension values on existing transactions, for Intuit Enterprise Suite customers with a single entity. Only admins can open Spreadsheet Sync. 1. Go to Reports, then Spreadsheet sync, and select Run report in Excel. 2. Open Excel, sign in to Spreadsheet Sync and select your company account. 3. Select Records, then Create or edit records. Choose the company from the Select company ▼ dropdown and a template from the Select a record type ▼ dropdown. 4. Select Edit QuickBooks records, then choose filters such as Create date, Item type and Item status. 5. Select Select dimension columns to choose which dimension fields go in the sheet, and apply filters such as transaction type or date range. 6. Select Get template, update the dimension values in the sheet, then select Sync. - Supported transactions: journal entries, invoices and bills, credit memos, vendor credits, expenses and sales receipts, estimates, and purchase orders. - It only works with dimensions and values that already exist in IES. New values typed into the sheet aren't recognized. - The sync limit is 1,000 records. Intuit's Fall 2026 release notes (26 October 2026) announce retroactive dimension assignment, which applies default dimensions to past transactions when your structure changes. The Dimension Assignment help article (updated 4 August 2026) still describes defaults for future transactions only, and Intuit hasn't published steps for the new feature. Intuit's Reclassify or move multiple transactions article puts that tool under Settings ⚙ > Dimensions > Dimension assignment, but it covers changing the account, class or location on recorded transactions. It doesn't mention dimension values. ## If something doesn't look right - An item isn't in the list: Dimension Assignment lists only items without dimension values. - The Sparkle icon disappeared: it's removed when you edit a suggested value. - Old transactions didn't change after you confirmed a default: confirmed values apply to future transactions. - Spreadsheet Sync ignores a value you typed: it only recognizes dimensions and values that already exist in IES. Create the value under Settings ⚙ > Dimensions first. - You have several entities and want to edit dimensions in Spreadsheet Sync: Intuit's article says it supports dimensions for Intuit Enterprise Suite customers with single entities. ## Where Intuit Enterprise Suite leaves the work to you - Defaults cover products and services, and fixed assets. Intuit's article doesn't mention defaults by customer, vendor or account. - Every AI suggestion still needs someone to confirm, dismiss or edit it. - Confirmed defaults apply to future transactions. Retroactive dimension assignment is announced, but there's no help article for it yet. - Spreadsheet Sync's dimension support is for single-entity companies. None of the articles cited here gives multi-entity companies a bulk way to change dimension values on past transactions. ## How Logistify helps Logistify doesn't set or assign dimensions in Intuit Enterprise Suite; your team keeps control of defaults in Dimension Assignment. Its [Sales Order Service](https://logistify.ai/agents/sales-order/) enters customer orders that arrive by email, PDF, Excel, EDI and other channels into IES as sales orders, and a person reviews exceptions. ## Frequently Asked Questions ### Does Dimension Assignment update past transactions? Intuit's article, updated 4 August 2026, says confirmed defaults apply to future transactions. The Fall 2026 release notes announce retroactive dimension assignment, but Intuit hasn't published steps for it yet. ### What can Dimension Assignment set defaults for? Products and services, and fixed assets, that don't have dimension values yet. ### Can I approve several suggestions at once? Yes. Check the box next to each item and select Approve. Or use Assign Dimensions to set one value on many items, then select Confirm selected items. ### What does the Sparkle icon mean? It marks an AI-suggested dimension value. Select it to see why IES suggested that value. ### Can I change dimensions on old transactions in bulk? Single-entity IES companies can edit dimension values on existing transactions with Spreadsheet Sync, using dimensions and values that already exist. Only admins can open it, and the sync limit is 1,000 records. Intuit's article doesn't extend this to multi-entity companies. ### Do I get dimension suggestions on an invoice? Yes. When you start typing in a dimension field on a transaction, AI-suggested values appear. ## Sources - [Intuit: How to use Dimension Assignment in Intuit Enterprise Suite](https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-invoices/strong-use-dimension-assignment-intuit-enterprise/L9Nb3JiUd_US_en_US) - [Intuit: Create and manage dimensions in Intuit Enterprise Suite](https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/create-user-defined-classes/L3rVkxIuy_US_en_US) - [Intuit: Get started with Spreadsheet Sync](https://quickbooks.intuit.com/learn-support/en-us/help-article/accounting-bookkeeping/spreadsheet-sync/L3jiBUftI_US_en_US) - [Intuit: Reclassify or move multiple transactions](https://quickbooks.intuit.com/learn-support/en-us/help-article/reclassify-transactions/reclassify-move-multiple-transactions/L249lPKyg_US_en_US) - [Intuit: What's new in Intuit Enterprise Suite: Fall 2026 release](https://erp.intuit.com/blog/product-update/fall-2026-intuit-enterprise-suite-release-notes/)