cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Can you have the Department automatically default to a specific department when generating an invoice?

 
1 Comment
Highlighted
Moderator

Can you have the Department automatically default to a specific department when generating an invoice?

Welcome to the Community space, jerryz-meangreen.

 

In QuickBooks Online (QBO), you can use and set up the Location Tracking feature to categorize transactions from different regions, outlets, or departments of the same company. Once you turn this on, this adds a Location field on forms so you can assign transactions to different departments.

 

Here's how to set this up:

  1. Click the Gear icon at the top.
  2. Tap Account and Settings.
  3. In the left menu, select Advanced.
  4. Go to the Categories section, and hit the Pencil icon.
  5. Tick the checkbox to track locations, then choose Department from the Location label drop-down menu.
  6. Hit Save to confirm the changes, then Done.

Once finished, you can now add a separate Department by following these steps:

  1. Click the Gear icon at the top.
  2. Tap All Lists
  3. Choose Locations
  4. Hit the New button, then add the name of the location you want to track.
  5. Enter the necessary information
  6. Select Save and close.

To track the invoice, you'll have to select the specific department from the Department field upon creating them.

 

To know more about Location tracking, take a look at this article: Set up and use location tracking.

 

For additional reference on how to receive and categorize invoice payments in QBO, read this article: Record invoice payments in QuickBooks Online.

 

 If you have other concerns or questions in QBO, Feel free to go back to this thread. I'll be around to answer it for you. Have a nice day.

Need to get in touch?

Contact us