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topclassdesigns-
Level 1

Name shown on statements with location tracking

When using location tracking it loads that locations information on the invoice or estimate. Is this reflected in the credit card statement name the person receives also? Meaning when they get their bank statement will it say location A or location B or whatever the corporate name is?

3 Comments 3
ChristineJoieR
QuickBooks Team

Name shown on statements with location tracking

Hi there, @topclassdesigns-.

 

I'm here to share some insight about the location tracking in credit card statement in QuickBooks Online.

 

Data from multiple locations, offices, regions, outlets, or departments of the same firm is categorized using location tracking. This functionality allows you to view and deposit all payments for a single location.

 

However, we're unable to view the locations from the credit card statement that is release by the bank.

 

I've included this article for more information: Customize sales forms by location

 

Additionally, feel free to visit this page about How to Customize Invoices and Sales Forms in QuickBooks Online.

 

Reply in the loop if you still need clarification about tracking location. I'll be there to assist you.

topclassdesigns-
Level 1

Name shown on statements with location tracking

Hi i just want to make sure you understand my question.

 

Company name is X owner.

I have store A and store B.

Someone buys from store B which is using location tracking.

 

What will show up on the credit statement from the person buying the item? Company name or store B?

Candice C
QuickBooks Team

Name shown on statements with location tracking

Hey, @topclassdesigns-

 

Thanks for coming back and asking more questions about your problem. 

 

Yes, the company name will be listed on your customer's credit card statement when being charged. 

 

For more details, review this guide about customizing sales forms in QuickBooks Online.

 

Feel free to reach back out if you have any other concerns. Wishing you and your business continued success! 

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