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hazem-dr-mohamed
Level 1

Is there an option to create separate branches set of books ?

I have four medical clinics and looking to have separate set of books for each, to be consolidate in main set of books ?
2 Comments 2
KlentB
Moderator

Is there an option to create separate branches set of books ?

Yes, there is, hazem-dr-mohamed.

 

You can use the location tracking feature to categorize transactions from different branches of the same company. Here's how to turn it on:

 

  1. Go to the Gear icon.
  2. Choose Account and settings.
  3. Select the Advanced tab.
  4. In the Categories section, click the Edit icon.
  5. Select the checkbox to track locations.
  6. Hit Save, then Done.

After that, follow these steps to add your locations:

 

  1. Go to the Gear icon
  2. Choose All lists.
  3. Select Locations.
  4. Click New, then add the name of the location you want to track.
  5. Hit Save and close.

To learn how to manage your location list and assign a location to your transactions, you can read these articles: 

 

 

Keep me posted if you have any other concerns or further questions. Have a great day ahead.

KlentB
Moderator

Is there an option to create separate branches set of books ?

Yes, there is, hazem-dr-mohamed.

 

You can use the location tracking feature to categorize transactions from different branches of the same company. Here's how to turn it on:

 

  1. Go to the Gear icon.
  2. Choose Account and settings.
  3. Select the Advanced tab.
  4. In the Categories section, click the Edit icon.
  5. Select the checkbox to track locations.
  6. Hit Save, then Done.

After that, follow these steps to add your locations:

 

  1. Go to the Gear icon
  2. Choose All lists.
  3. Select Locations.
  4. Click New, then add the name of the location you want to track.
  5. Hit Save and close.

To learn how to manage your location list and assign a location to your transactions, you can read these articles: 

 

 

Keep me posted if you have any other concerns or further questions. Have a great day ahead.