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Best answer February 22, 2022
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Hello, Merhill770.
Let me give some info about a feature that you can use in the program.
In QuickBooks Online, you can set up and use the location tracking. This is used to categorize data from different locations, offices, regions, outlets, or departments of the same company.
To enable the feature, here's how:
- Go to the Gear > Account and settings.
- On the left panel, select Advanced.
- In the Categories section, select the pencil icon to edit.
- Turn on the Track locations options.
- Click Save and then Done.
After the steps, you can add the locations by following these steps:
- Go back to the Gear, and select All lists.
- Click Locations.
- Select New, then add the Name of the location you want to track.
- Hit Save and close.
Once added, you can apply the location on each transaction. Please take note that you can only add one location per transaction. Here's a sample screenshot for a visual reference:
In addition, you can run reports like the Profit and Loss by Location, Sales by Location Detail/Summary, or Purchases by Location Detail. This helps locate which transactions are assigned to each location.
For more information about the location tracking feature, different reports, and how you can customize them, please feel free to read these articles:
- Set up and use location tracking
- Customize sales forms by location
- Reports included in your QuickBooks Online subscription
- Customize reports in QuickBooks Online
Please fill me in if you have more questions or other concerns. I'll be happy to help you out some more. Take care!
Hello, Merhill770.
Let me give some info about a feature that you can use in the program.
In QuickBooks Online, you can set up and use the location tracking. This is used to categorize data from different locations, offices, regions, outlets, or departments of the same company.
To enable the feature, here's how:
- Go to the Gear > Account and settings.
- On the left panel, select Advanced.
- In the Categories section, select the pencil icon to edit.
- Turn on the Track locations options.
- Click Save and then Done.
After the steps, you can add the locations by following these steps:
- Go back to the Gear, and select All lists.
- Click Locations.
- Select New, then add the Name of the location you want to track.
- Hit Save and close.
Once added, you can apply the location on each transaction. Please take note that you can only add one location per transaction. Here's a sample screenshot for a visual reference:
In addition, you can run reports like the Profit and Loss by Location, Sales by Location Detail/Summary, or Purchases by Location Detail. This helps locate which transactions are assigned to each location.
For more information about the location tracking feature, different reports, and how you can customize them, please feel free to read these articles:
- Set up and use location tracking
- Customize sales forms by location
- Reports included in your QuickBooks Online subscription
- Customize reports in QuickBooks Online
Please fill me in if you have more questions or other concerns. I'll be happy to help you out some more. Take care!
