Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
A
ASF
March 1, 2021
Question

Location Tracking

  • March 1, 2021
  • 1 reply
  • 1 view

We have Locations (and Classes) set up in QBO Plus. We run a Financial Activities By Location to check we are posting transactions correctly, to each of our locations, so we can see I&E by location. There are several items in the "Not Specified" column, but when we try and open the transactions to edit them and correct (or insert) the Location, we can't get it open with a Location box available to make the edit. What are we doing wrong?

1 reply

Rubielyn_J
Rubielyn_J
Level 8
March 1, 2021

We can do a few troubleshooting steps to edit the transaction, @ASF.

 

You can normally modify the transaction and select the correct location in QuickBooks. Otherwise, I suggest logging in to your account using a private browser. There are times that the browser is full of frequently accessed pages, thus causing some unusual responses. This mode will not save any history, making it a great place to identify browser issues.

 

You may use these shortcut keys that I've listed below:

  • Google Chrome: press Ctrl + Shift + N  
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Then, select the transaction in the report and make the changes. If it works, go back to your regular browser and clear the cache to delete stored site data and improve the system performance. Also, you can use other supported browsers. It could be that the one you're currently working on has a temporary problem with QuickBooks. 

 

You'll want to delete or make a location inactive. I recommend checking out this article for more details: Set up and use location tracking.

 

Let me know if there's anything else I can do to help you succeed with QuickBooks. I'm always around to lend a hand. Keep safe and good day.

A
ASFAuthor
March 3, 2021

Hi,

 

I have read through what you sent me, but I am afraid I have tried using the Google Gtrl+Shift+N (that just opens an Incognito window), but it still does not seem to let me edit the location field on a selected transaction.

 

I do acknowledge that it may be my own inexperience with QBO, but need to find the solution,a s we have an ever-increasing problem with this, and our reporting remains inaccurate, to the extent I cannot resole the problem. Also, I am confused by your saying "You'll want to delete or make a location inactive." Why would I?

 

Your kind advice for a novice user will be much appreciated!

C
Charies_M
Level 9
March 3, 2021

Welcome back, ASF.

 

I appreciate you for letting us know the results of the steps you've taken. Since it doesn't work for you, I suggest contacting our QuickBooks Care Support. This needs a deeper investigation to identify the reason why you're unable to modify the location in QuickBooks Online (QBO).

 

Here's how:

  1. Go to the Help menu at the upper right.
  2. Select Contact Us.
  3. Enter your concern.
  4. Click Let’s talk.
  5. Choose Get a callback. 
  6. Type in your contact info.
  7. Select Confirm my call.

Check out this article for our most updated contact information: Support hours and types.

 

Feel free to visit the following articles to become more familiar with how location tracking works in QBO:

I've got your back if you need more help while working with location tracking or anything about QuickBooks. I'm always happy to lend a hand. Have a good one.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement