I am with a church and need to track our financials by our various campuses. I am not sure how Location Tracking and the COA work together. Please advise.

Hi sthavera!

Thanks for reaching out to us again. Let me assist you with the location tracking.

There's no need to add new accounts in your Chart of Accounts if you're not required to. Location tracking is a feature that helps to categorize finances from different locations, offices, campuses, etc. Once you set up the location tracking, you can select a location (campus) when recording a transaction.

Also, QuickBooks Online offers reports so you can monitor your data by location. You can search them on the Reports menu by using the keyword "location".

Please check this link: Set up and use location tracking. This explains the step-by-step guide on how to set up this feature.

Let me also share this article: Get started with class tracking in QuickBooks Online. This is a different tracking feature in QuickBooks Online. The difference is that the location is for the entire transaction while the class tracking can be used per item.

In addition, here's the article on how to personalize a report in QuickBooks Online: Customize reports in QuickBooks Online.

Comment below if you have other clarifications. I'll help you!

Thanks.  So to clarify when we have an expense or income we would code to the specific Chart of Accounts item and select the location that it would go to?  Based on this then there would be no need to change our Chart of Accounts unless we want to update to simplify it our add items we need.

So to clarify when entering an expense or income, I would select the corresponding COA category to code correctly and also select the location that it should post to?  Based on this there would be no need to change any COA's unless we need to make adjustments for our purposes?  Thanks.