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Level 1

How to add my branch address

 
1 Comment
QuickBooks Team

How to add my branch address

Hi md-srilakshmitra,

 

I'd like to introduce a feature that will have address information for transactions in different branches/locations.

 

If you're doing transactions for other branches, you can use the Location tracking feature. This is only available in the Plus and version. This will allow you to create location names that represent each branch which you can assign to your transactions. Example: ABC Clinic - Main, ABC Clinic - Mumbai, ABC Clinic - Bangalore. You can add information for each location name, like having a different address so it will reflect on your sales when you use it.

 

To enable the Location tracking feature:

  1. Click on the Gear icon and choose Accounts and Settings.
  2. Go to Advanced and click the Categories section.
  3. Turn on Track locations, select a label.
    Categories section.PNG
  4. Click Save and click Done.

To add location names:

  1. Click the Gear icon and select All lists.
  2. Click on Locations.
  3. Click New to add one. Usually, this will be for the main branch.
  4. Enter the name of the first location and its information.
  5. Click Save and go back to Step 3 to add location names for the branches.
    Mumbai branch.PNG

After creating the location names, you can assign them to your sales transactions.

invoice.PNG


For the reports, you can pull up reports like Profit and Loss by Location or Sales by Location Detail. Just search the word "location" on the Reports page to see the list of location reports that you can pull up.

 

Let me know if you need anything else. Have a good one!