How to add another office location to a master account

Hi, @sharon61,

I'd like to make sure I got your concern correctly. Can you please share additional details on what you'd like to do in QuickBooks? When you say master account are you referring to a bank account or is it the main office of your business that has subsidiary branches or departments from other location?

Any information about this will help me find the right resolution to you. Use the comment section to add the details.

I'll be waiting for your response. Have a nice day!

I have the main office in Commerce GA.   However I have 425 remote or satellite locations in 48 states.  I need to be able to have all the locations under the main office as satellite locations so I can entire the expenses each office has. All payroll is performed by a third party (Paychex). 

Thanks for coming back with more details of your concerns, @Muttly. 

You can use the class tracking feature in QuickBooks Online (QBO) Plus and Advanced versions. Let's first turn on this feature so you can start assigning classes to your transactions. Here's how: 

1. Go to the Settings menu, then select Account and Settings.
2. Select Advanced, then go to the Categories section to edit.
3. Check Track classes and the Warn me when a transaction isn’t assigned a class box. 
4. Under the Assign classes section, select One to entire transaction or One to each row in a transaction.
5. Click Save, then Done.

Once done, you can now create a class for each remote or satellite locations in your business. Check out this article for more insights: Create and manage classes in QuickBooks Online. 

Should you also need to assign classes to your employees, this feature can also be turned on if you're using the Quickbooks Online Payroll service.

Here's a great resource to help you learn more about using the class tracking feature to track your transactions by departments, product lines, or any other significant sectors in your business. 

Get back here at any time should you have other questions. We're always here to help. Stay safe. 

Thanks @katherinejoyceO 

what happens in the event where an existing ERP data needs to be brought into Quickbooks Online for the branch? Like appending the data, how is it do be done?

@Alberto Ninja 

Make sure you pick QBO Plus or Advanced to utilize the class tracking or location feature.

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then you should consider to purchase a 3rd party conversion service instead. Which ERP do you have now?

@Fiat Lux - ASIA thank you! I picked QBO Plus already.

I used Dataswitcher for the first conversation and needed to move the others. the ERP in use was SAGE 50.

I think we should also address it from another point of view. If 425 different accounts were kept before the migration, how would Muttly go about it to have all in one subscription?

Ask Dataswitcher to help with your needs. Otherwise, you will need to purchase another third party service to convert your data into a single QBO account with classes.

Another option, consider to manage multi QBO accounts without classes. You will use a business intelligent app to consolidate reports from all QBO accounts.