location tracking in enterprise

Good morning, @masschultz.

I hope you're doing well. Allow me to provide some more information about tracking locations.

Location tracking is used to categorize data from different locations, offices, regions, outlets, or departments. You can turn on your location tracking without using classes. However, if you need your classes to remain on, you can choose to use them for each row of a transaction or the entire transaction. The steps below will show you how to assign your classes:

1. Navigate to the gear icon and click Account and Settings.
2. Go to the Advanced tab, then select the Categories section.
3. Under Track classes, choose the Assign classes drop-down box.
4. Pick between one to each row in transactions or one to the entire transaction.
5. Press Save.

After following the steps below, you'll be able to track locations with or without using classes. I've included a couple of articles that will help you with both:

• Create and manage classes
• Set up and use location tracking

I'm only a few clicks away if you have any other questions. Take care!

thanks for the message.  This appears to only be available in the QBO version.  We use enterprise-is there a way to track location in enterprise?

Hi there, masschultz.

You can use the Class Tracking feature as a way to track locations in QuickBooks Enterprise. Here's how:

1. Go to the Edit menu, then select Preferences.
2. Proceed to the Accounting tab, then select Company Preferences.
3. Check the Use class tracking for transactions checkbox.
4. If you want a reminder when you haven't assigned a class, select the Prompt to assign classes checkbox.
5. Select OK.

Once done, add your locations or class by following these steps:

1. Go to the Lists menu, then select Classes.
2. Click Create (+).
3. Enter the class or name of the location.
4. If it's a subclass, select the Subclass of checkbox and find the class it's under in.
5. Click OK to add it.

Let me also share these articles to add more details about this feature:

• Set up and use class tracking in QuickBooks Desktop
• Filter, sort or total reports by Class
• Customize reports in QuickBooks Desktop

I'll be around if you need anything else. 

I already use classes for cost centers so they are not available.  Is there a separate way to track locations in Enterprise.

Hi there, masschultz.

For now, there's no separate way to track locations in QuickBooks Enterprise. You'll have to use classes to represent each site or location. Once done, you can classify inventory purchases and sales transactions. 

Here's an article for more information: Set Up Advanced Inventory.

You'll also want to add a bin location to an existing site as long as the Row, Shelf, or Bin preference is enabled. Here's how:

1. Go to Edit at the top menu bar, and select Preferences.
2. Choose Items & Inventory, and select Company Preferences at the top.
3. Click the Advanced Inventory Settings button. 
4. Under Multiple Inventory Locations, check the box beside Track bin Locations within Inventory Sites (row, shelf, or bin).
5. Click OK twice.

Once turned, add a bin location to an existing site. The radio button for the is a bin within site option should be available. Click Lists at the top menu and select the Inventory Site List. Next,  double-click the inventory site.

For future reference, please check these articles for more information: Receive Inventory And Set Up Item List.

Reply to this thread if you have any other concerns. I'd be glad to help.

@masschultz 

You may open a new company file for your second location then utilize the consolidating report feature available in QBES. You may also open 2 company files on your screen at the same time if required.