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I'm here to share details as to how you can separate accounting records and reports using QuickBooks Online (QBO) Plus, @omar_adel_33-hot.
When your business shares the same or one tax number for all your branches, you can set up and use the location and/or class tracking features. They're used to categorise data from different locations, offices, regions, outlets, or departments of the same company. Then, get insights into your sales, expenses, or profitability for each part of your business.
To do so, you'll first have to turn on location and class tracking on your QBO Plus account. here's how:
- Go to the Gear icon, then select Account and settings.
- In the Account and Settings page, select Advanced.
- Choose the Categories section to open its details.
- Select the checkboxes to track locations and classes.
- Click Save.
You can also refer to these articles to learn more about location and class tracking features:
Once you're done, you can customise sales forms by location and run reports by class or location through the Reports menu.
However, once you have different tax numbers per branch, you'll have to sign-up for an account per branch. This way, you can have separate accounting records and reports per branch. Then, you can simply switch from one company to another.
If you wish to know more about adding a new company and switching between company files, you can check out this article: Create or add another company file to QuickBooks Online.
In keeping with this, I'm adding this article to further guide you in managing your business' growth using QBO: QuickBooks Help Articles. It includes topics about account management, reports, and banking, to name a few.
Let me know in the comments if you have other concerns about separating your accounting records and reports per branch in QBO. I'm always here to help. Take care, and I wish you continued success, @omar_adel_33-hot.
