How do I make locations as the compulsory field rather than class in banking?

Hi Fairfield-Impex, 

Thank you for reaching out.

Do you use class tracking at all? If not, you can turn off class tracking and turn on location tracking in the Accounts and Settings under the categories section. 

Thank you and please let us know if you require any additional assistance.

Thanks.  First thing is that I don't see a great deal of clarity in these two fields. 

Secondly, I am only interested in somehow rolling up the P&L etc for three different locations of my business.   But after my accountant initially helped me set up, looks like that I have both fields appearing in my banking transaction but the class field is compulsory.  I checked the advanced setting in the gear wheel area, there is a setting you can turn on and off the class field as being compulsory but not quite the location field.  

How do I get just one field to be compulsory which is location and how do I ensure that this is always filled in properly in each bank account which are linked to three different locations. 

Thank you for getting back to us on this, FairField-Impex, 

If you keep the class tracking turn off and location tracking turned on in the Accounts and Settings section, the location selection will be compulsory but not class selection. This would apply in banking section. 

For more information on Location tracking, please visit the link below:

Set up and use location tracking

Thank you and please let us know if you require any additional assistance.

Thanks. How is this going to affect the legacy data that might have been saved using Class and not Location. 

Thanks for getting back to us, fairfield-impex. I can help share additional information about this.

Updating location as the compulsory field won't affect the data you saved using Class. Only transaction moving forward. 

I'm adding this article to learn more details about using locations and classes in QBO: Using Classes and Locations in QuickBooks Online.

Please let me know if you have any additional questions. I'm here to help.

I want to use class and location, but I want to make location required instead of class. I can't figure out how to do that. 

Hi there, samwise.

Both the Location and Class fields don't have an asterisk (*). Therefore, both fields are optional, and you can either select the location or class, or both since these two options aren't required.

Please know that you can use location tracking when if you do business in multiple locations. Then, use class tracking to represent meaningful parts of your company, like store departments or product lines.

You can browse these articles to help you choose which option to use when tracking transactions.

• Set up and use location tracking
• Turn on class tracking in QuickBooks Online

I'm also adding this page to help you review and categorise downloaded transactions: Categorise and match online bank transactions in QuickBooks Online.

Get back to me if there's anything else you need about using class or location tracking in QuickBooks. I'm always right here to help you.