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Level 1

Should i can prepare branch account

our business have differene branch i want to prepare account for each branch seperately
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Moderator

Should i can prepare branch account

Hello, elwalidsaeed. I hope you're doing well today.

 

If you would like to have a separate account, you can subscribe for another subscription. Otherwise, we can use the Class tracking feature for your business with different departments or locations. Here's how:

 

Turn on class tracking:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. Tick Track classes and put a checkmark in the Warn me when a transaction isn’t assigned a class (optional) box.
  4. Click Save. Then, Done.

This adds a class field when creating a transaction. Here's a sample screenshot:

 

For additional information about handling classes in QBO, you can check this article. Also, you can customize sales forms within your account or import your own design. Check the links below for more details:

 

 

Let me know if you have follow-up questions. Stay safe and healthy.