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acoduman
Level 2
posted
‎May 16, 2020 01:16 AM
last updated ‎October 05, 2020 8:00 PM

Once you create 1 location, and 2 sub-locations under that, why do reports - BS and P/L) by location return 4 columns?

Instead of 3 columns?
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Best answer May 16, 2020
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Rea_M
Moderator
Moderator
‎May 16, 2020 02:26 AM

Once you create 1 location, and 2 sub-locations under that, why do reports - BS and P/L) by location return 4 columns?

Hello there, acoduman.

 

I'm here to share details about the location reports in QuickBooks Online (QBO). This way, you'll be able to determine why the BS and P/L by location reports return 4 columns and monitor your account transactions.

 

The location tracking feature in QuickBooks is used to categorise data from different locations, offices, regions, outlets, or departments of the same company.

 

The BS and P/L reports will display the list of your location and sub-locations in columns. The fourth column displays the total of the main location (1 location) including its sub-locations (2 sub-locations). Then, it'll also provide the fifth column where it displays their totals.

 

You can customise the BS and P/L by location reports to focus on the details that matter for your business. Let me guide you how.

  1. Go to the Reports menu.
  2. Find and open either the Balance Sheet or the Profit and Loss by Location.
  3. Once opened, click the Customise button.
  4. Set the date in the Report period section.
  5. Select the Rows/Columns section to choose which rows and columns appear in the report.
  6. Click the Filter section to choose which accounts appear on your report.
  7. Select Run report.

 

Moreover, if you wish to know which financial reports are available for your QBO version, you can refer to this article for the complete details: Reports included in your QuickBooks Online subscription.

 

Furthermore, you can also customise your sales form by location to make it easier to track sales by a specific site. Kindly check out this article for the detailed steps: Customise sales forms by location. It contains a guide on how to edit or view contact information by location and reminders about the process.

 

Please let me know if you have other concerns. I'm just around to help.

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5 Comments 5
Rea_M
Moderator
Moderator
‎May 16, 2020 02:26 AM

Once you create 1 location, and 2 sub-locations under that, why do reports - BS and P/L) by location return 4 columns?

Hello there, acoduman.

 

I'm here to share details about the location reports in QuickBooks Online (QBO). This way, you'll be able to determine why the BS and P/L by location reports return 4 columns and monitor your account transactions.

 

The location tracking feature in QuickBooks is used to categorise data from different locations, offices, regions, outlets, or departments of the same company.

 

The BS and P/L reports will display the list of your location and sub-locations in columns. The fourth column displays the total of the main location (1 location) including its sub-locations (2 sub-locations). Then, it'll also provide the fifth column where it displays their totals.

 

You can customise the BS and P/L by location reports to focus on the details that matter for your business. Let me guide you how.

  1. Go to the Reports menu.
  2. Find and open either the Balance Sheet or the Profit and Loss by Location.
  3. Once opened, click the Customise button.
  4. Set the date in the Report period section.
  5. Select the Rows/Columns section to choose which rows and columns appear in the report.
  6. Click the Filter section to choose which accounts appear on your report.
  7. Select Run report.

 

Moreover, if you wish to know which financial reports are available for your QBO version, you can refer to this article for the complete details: Reports included in your QuickBooks Online subscription.

 

Furthermore, you can also customise your sales form by location to make it easier to track sales by a specific site. Kindly check out this article for the detailed steps: Customise sales forms by location. It contains a guide on how to edit or view contact information by location and reminders about the process.

 

Please let me know if you have other concerns. I'm just around to help.

Reply
acoduman
Level 2
‎May 16, 2020 07:13 AM

Once you create 1 location, and 2 sub-locations under that, why do reports - BS and P/L) by location return 4 columns?

This  makes a lot of sense to me.

Thank you very much.  Stay safe.

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Rea_M
Moderator
Moderator
‎May 16, 2020 08:33 AM

Once you create 1 location, and 2 sub-locations under that, why do reports - BS and P/L) by location return 4 columns?

It's my pleasure to provide you the explanation about the BS and P/L by Location reports contents, acoduman.

 

Please know that you're always welcome here in the Community. 

 

I'll be right here to help if you have other concerns. Enjoy the rest of your day and take care always.

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Uchechi
Level 1
‎February 17, 2021 01:21 PM

Once you create 1 location, and 2 sub-locations under that, why do reports - BS and P/L) by location return 4 columns?

Goodevening, 

 

Can homogenous stock items in various location be captured separately in accordance to the location where they exist?

 

Can i run a report that will isolate and differenciate the various quantities in their various locations?

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katherinejoyceO
QuickBooks Team
QuickBooks Team
‎February 17, 2021 02:01 PM

Once you create 1 location, and 2 sub-locations under that, why do reports - BS and P/L) by location return 4 columns?

Hello there, @Uchechi.

 

Thanks for posting your question on this thread. Running a report with multiple locations for inventory is unavailable in QuickBooks Online (QBO). This feature is only available in the QuickBooks Desktop version.

 

In QBO, we don't have multiple locations for inventory. The location tag is for transactions when creating an invoice and not for actual locations.

 

For future reference, you'll want to check out this article to help you manage your inventory items: Set up and track your inventory in QuickBooks Online.

 

I'll be one post away if you need help with running your financial reports or any QBO related concerns. Take care. 

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