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newage-itedk-gma
Level 1

Can I know some more details Please? I have 2 branches in the same company, how should I manage my account in Quickbook online Essentials?  Thank you

I have 2 branches in the same company, how should I manage my account
2 Comments 2
Fiat Lux - ASIA
Level 15

Can I know some more details Please? I have 2 branches in the same company, how should I manage my account in Quickbook online Essentials?  Thank you

Consider upgrading your plan to QBO Plus and use the Location feature to manage your branches.

https://quickbooks.intuit.com/learn-support/en-sg/help-article/track-location/set-use-location-track...

 

ChristieAnn
QuickBooks Team

Can I know some more details Please? I have 2 branches in the same company, how should I manage my account in Quickbook online Essentials?  Thank you

Welcome to the QuickBooks Community, newage-itedk. Let me help you manage your two branches in the same firm with one account in QuickBooks Online.

 

Managing your two branches in the same company is made easier by using Location tracking in QuickBooks. This feature is utilized to categorise data from different locations, offices, regions, outlets, or departments of the same company. This element lets you see all the payments for one location and deposit them as a group.

 

However, location tracking isn't possible in QuickBooks Essentials and this is only available for QBO Plus. If you want to use it, I recommend upgrading your subscription as Fiat Lux suggested to manage your branches and their data. 

 

Once you've upgraded to the Plus version, you may begin enabling location tracking in QuickBooks.

 

Here's how:

 

  1. Go to the Gear icon and select Account and settings.
  2. Choose the Advanced tab.
  3. In the Categories section, click the Edit or pencil ✎ icon.
  4. Select the checkbox to track locations.
  5. Click Save and Done.

 

After that, you may open this article to see further details and how to add a location in QBO: Set up and use location tracking.

 

Lastly, refer to this article if you need help in tracking your income, expenses, or profitability by business segment: Get started with class tracking in QuickBooks Online.

 

Drop me a comment below if you have any other questions about managing branches in QuickBooks. I'll be more than happy to help, newage-itedk. Wishing you a good one.