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How to do attach the location to each customer? I have location tracking enabled and there is location field on the sales invoice template but it has to be filled manually for each invoice. Each customer belongs to a single location, how to I set a default location to each customer?

 
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Best answer 07-22-2019

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QuickBooks Team

How to do attach the location to each customer? I have location tracking enabled and there is location field on the sales invoice template but it has to be filled manually for each invoice. Each customer belongs to a single location, how to I set a default location to each customer?

Hi Sarah M

 

It will apply to all the users on the account.

View solution in original post

3 REPLIES 3
Highlighted
QuickBooks Team

How to do attach the location to each customer? I have location tracking enabled and there is location field on the sales invoice template but it has to be filled manually for each invoice. Each customer belongs to a single location, how to I set a default location to each customer?

Hey Sarah M, 

 

 

At the moment it is not possible to assign a location to a customer, the location is selected at transaction level. If you enable 'prefill forms with previously entered content' in the Advanced settings > Automation this will prefill the location field when selecting the customer and then you can then amend the date/product and service as required.

 

 

Thanks

Highlighted
Level 1

How to do attach the location to each customer? I have location tracking enabled and there is location field on the sales invoice template but it has to be filled manually for each invoice. Each customer belongs to a single location, how to I set a default location to each customer?

 
Highlighted
QuickBooks Team

How to do attach the location to each customer? I have location tracking enabled and there is location field on the sales invoice template but it has to be filled manually for each invoice. Each customer belongs to a single location, how to I set a default location to each customer?

Hi Sarah M

 

It will apply to all the users on the account.

View solution in original post