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QuickBooks Team

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The Community has you covered, @nbuckler

 

In QuickBooks Online (QBO), you can use the location tracking feature to organize data from different locations. To start, let's enable this feature in the Account and Settings menu.

 

Here's how:

 

  1. Click the Settings icon, then select Account and Settings.
  2. Pick Advanced.
  3. In the Categories section, hit the Edit icon.
  4. Check the box for Locations
  5. You can also choose a label by clicking the Location label drop-down.
  6. Tap Save, then Donelocation1.JPG

 

Next is to add a location and name it under the name of the 4 companies:

 

  1. Navigate to the Settings icon, then click All Lists.
  2. Select Locations.
  3. Tap New, then add the Name of the location you want to track. Example:  Company 1, Company 2, Company 3, etc. 
  4. Tick the box beside This location has a different company name when communicating with customers.
  5. Select Save and closelocation2.JPG

 

Here's the article that will provide more info about the process: Set up and use location tracking

 

When finished, make sure to choose the appropriate location for each expense. This way, we can ensure that transactions such as expenses are linked to the correct company or location. location3.JPG

 

To view the transactions under each locations, you can run a report for each:

 

  1. Click the Settings icon.
  2. Go to All Lists.
  3. Select Locations.
  4. Under the Action column, click the Run report to see the data. 

 

Please let me know if I can be of additional assistance or should you have any follow-up questions about tracking expenses for a different company. I’ll be here to help. Have a good one.  

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