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I need to add the location into older invoices/pymts. I have 2 locations in one QB, but need to see it broken out from 2018.. quick and easy way to do this?

 
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I need to add the location into older invoices/pymts. I have 2 locations in one QB, but need to see it broken out from 2018.. quick and easy way to do this?

Welcome and thanks for posting in the Community, @storch-mark.

 

You can pull up the Sales by Location Detail report and filter it to only display the invoice and payments in QuickBooks Online (QBO). All the transactions that have no location assigned will be shown in the Not Specified section.

 

Here's how to pull up the report:

 

  1. In QBO, go to the Reports menu at the left pane, then type Sales by Location Detail in the search field and press enter. 
  2. Click the Customize option at the top right.
  3. In the Filter section, pick Invoice and Payments in the Transaction Type drop-down.
  4. Hit Run report to refresh. 

 

 

After that, proceed to the Not Specified section. Then, choose the specific transaction you need to add a location (one at a time).

 

While there isn't an option to do this by batch, I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QBO. In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Just in case, I'll add these articles for future reference:

 

 

Please leave a comment below if you have any other questions or concerns. I'm more than happy to answer them. Have a wonderful day!

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