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Customise sales forms by location in QuickBooks Online

by Intuit Updated 4 weeks ago

Learn how to customise your sales forms by location in QuickBooks Online.

You can customise sales forms by location to make it easier to track sales by a specific site. The custom location details show on both printed and sent forms.

Your sales forms use the address details in your company settings by default. To change the location on your sales forms, turn on location tracking, then add a custom location.

Turn on location tracking

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. In the Advanced tab, go to Categories and select the Edit ✎ icon.
    Note: Depending on your version, you will find preferences for Categories under either the Advanced or Company tab.
  3. Turn on Track locations.
  4. Select Save, then Done.

Add location

  1. Go to Settings Settings gear icon., then select All lists.
  2. Select Locations.
  3. Select New at the top.
  4. Enter the location Name then choose and customise the following options, if needed.
    • Is sub-location
    • This location has a different title for sales forms.
    • This location has a different company name when communicating with customers.
    • This location has a different address where customers contact me or send payments.
    • This location has a different email address for communicating with customers.
    • This location has a different phone number where customers phone me.
  5. Select Save.

Edit or view contact information by location

  1. Go to Settings Settings gear icon., then select All lists.
  2. Select Locations.
  3. Find and select the location you want to edit.
  4. From the ▼ dropdown menu in the Action column, select Edit.
  5. Edit as you see fit, then select Save.
Notes:
    • For every transaction, you can add 1 location only.Please check your sales form customisation if you want to use these associated fields. If a sales form is already set in Account and Settings, one or more of these associated fields will not be displayed on screen.
    Learn more about customising your forms.
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