Assign a new location to existing transactions?

david-cockburn-p · ‎July 15, 2020

We've got a company with all transactions so far having taken place from a single office so we did not use the Location tracking function. We are now talking about setting up another office so, if we turn on location tracking, how do I assign ALL existing transactions to a new location i.e. the first office?

The answer cannot be to go back in to each transaction and choose the location one at a time as there are far too many transactions! I hope that doing a Global change for every transaction to be assigned a Location should be possible. I know I've seen questions about "do you want to change all existing transactions to this new …?" relating to chart of accounts changes and product/services changes.

katherinejoyceO · ‎July 15, 2020

Thanks for visiting the Community, @david-cockburn-p. I appreciate you for being so detailed about what you want to achieve today.

To clarify, the option to apply the change to all existing transactions to the newly assigned location is only applicable if you're already using the location tracking feature.

Here's an overview of how to track your transactions by multiple locations. Read through this article to learn more about it: Set up and use location tracking in QuickBooks Online.

Additionally, check out this help article to get more insights about the Class tracking feature in QuickBooks: Get started with class tracking in QuickBooks Online. It also helps you choose the right feature to be more specific on your tracking and reporting needs.

Let me know if you have additional questions. We're always here to help in any way we can.

View solution in original post

katherinejoyceO · ‎July 15, 2020

Thanks for visiting the Community, @david-cockburn-p. I appreciate you for being so detailed about what you want to achieve today.

To clarify, the option to apply the change to all existing transactions to the newly assigned location is only applicable if you're already using the location tracking feature.

Here's an overview of how to track your transactions by multiple locations. Read through this article to learn more about it: Set up and use location tracking in QuickBooks Online.

Additionally, check out this help article to get more insights about the Class tracking feature in QuickBooks: Get started with class tracking in QuickBooks Online. It also helps you choose the right feature to be more specific on your tracking and reporting needs.

Let me know if you have additional questions. We're always here to help in any way we can.

Fiat Lux - ASIA · ‎July 15, 2020

@david-cockburn-p

Utilize a 3rd party migration tool to modify the Class data in bulk.

https://transactionpro.grsm.io/qbo

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Assign a new location to existing transactions?