cancel
Showing results for 
Search instead for 
Did you mean: 
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?

 
Solved
Best answer 07-22-2019

Accepted Solutions
QuickBooks Team

Re: How to do attach the location to each customer? I have location tracking enabled and there is...

Hi Sarah M

 

It will apply to all the users on the account.

View solution in original post

3 REPLIES 3
QuickBooks Team

Re: How to do attach the location to each customer? I have location tracking enabled and there is...

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

Level 1

Re: How to do attach the location to each customer? I have location tracking enabled and there is... Thank you Georgia C ..If I enable prefill forms in settings will that only apply to me or to all users in the Company. Will it only apply to Sales invoices or will it affect Supplier Purchase invoices/expenses etc too? thanks

 
QuickBooks Team

Re: How to do attach the location to each customer? I have location tracking enabled and there is...

Hi Sarah M

 

It will apply to all the users on the account.

View solution in original post