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Set up and use location tracking

by Intuit193 Updated 1 week ago

Location tracking is used to categorize data from different locations, offices, regions, outlets, or departments of the same company. This feature lets you see all the payments for one location and deposit them as a group.

Note: This feature is only available for QuickBooks Online Plus and QuickBooks Online Advanced.

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Turn on location tracking

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. Select Advanced.
  3. In the Categories section, select the Edit ✎ icon.
  4. Turn on the Track locations switch to track locations.
  5. Select Save, then Done.

Add a location

  1. Go to Settings Settings gear icon. and select All lists.
  2. Select Locations.
  3. Select New, then enter the name of the location you want to track in the Name field.
  4. Select Save.

Edit or delete a location

  1. Go to Settings Settings gear icon. and select All lists.
  2. Select Locations.
  3. Select the location you want to edit or delete, then from the ▼ dropdown menu in the Action column, choose Edit or Make inactive.
  4. Select Yes.

Make an inactive location active

  1. Go to Settings Settings gear icon. and select All lists.
  2. Select Locations.
  3. Go to Settings ⚙️, select above the action column, then select the checkbox Include inactive.
  4. Select Make active on the location you want to activate.

Now you know how to set up and use location tracking.

View a customer's location using the QuickBooks mobile app

You can easily view a customer's location within the QuickBooks Online app by selecting their name and address.

  1. From the Menu ☰, select Customers.
  2. Select the customer you'd like to see an address for.
  3. Select Details, then scroll down to see their location on the map. If you're using an iPad, tap the visible location.
  1. From the Menu ☰, select Customers.
  2. Select the customer you'd like to see an address for.
  3. Tap the location icon to see their location.
QuickBooks Online AdvancedQuickBooks Online Plus

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