How To Set Up And Working With Location Tracking in QuickBooks




Want to set up location tracking in QuickBooks? Here in this article, we are going to discuss each and every step to set up and use the location tracking in QuickBooks software. In QB you can use locations to arrange data from the different locations, regions, or outlets of the same company. And also you can assign each transaction and payroll adjustment in only one location like paycheck/paycheque transaction, year-to-date transaction. You can easily show a location on all transactions except transfers.

You can also see the locations later on your reports when you assign a location to each transaction as you enter.

This process (Assigning locations) also lets you manage groups of transactions in an efficient way. For example, if you can limit the Deposit screen then it shows only customer payments for a particular location. This will allow you to see all the payments for one location and deposit them as a group.

The payments you receive are automatically assigned to the location that was given to the invoice when it was entered. If you want to find another way of tracking segments, you can use classes, instead of locations or both location and class tracking.

There is two way to set up your locations: First, you need to turn on locations in Company Settings. The next one is, create a location in All Lists within the Gear Icon. Don’t forget that each location can have its own title, company name, address, email, and phone number for forms. One more thing to know that Location tracking features are available in QuickBooks Online Plus only.

To turn on Location Tracking in QuickBooks

  • Select the Gear icon at the top menu, then select Account and Settings (or Company Settings).
  • Now Choose Advanced from the left menu and select Categories.
  • After that, choose the pencil icon to put a checkmark in the box to Track the locations you want to track.
  • Now Select Save then Done.

A drop-down menu will appear for your location on your form when this feature is turned on.

To add location Tracking in QuickBooks

  • Select the Gear icon at the top, then All lists.
  • Choose Location s (or the term you used).
  • Now Select New in the upper right corner and add the Name of the location you want to track.
  • Then select Save.

Note: You can set a unique title for sales forms, company name, address information, email, or phone number when the location is used. You have to just select the options you want to set up and enter the suitable information.

You can also Quick Add a location by selecting <<Add New>> from the Location drop-down menu on your forms. This will only allow you to add the Name; if you want unique form information for this location you will need to edit or set up from the Location list.

To edit or delete a location

  • Select the Gear icon at the top, then All lists.
  • Choose Locations (or the term you used).
  • Now Choose the location you want to edit/delete.
  • And then, Choose Edit/delete from the drop-down list on the action column.
  • Now click Save.

After applied above steps the location will be removed from the Location list or updated with the entered information.

To make an inactive location active

  • Select the Gear icon at the top, then All lists.
  • Choose Locations.
  • Choose the Gear icon on top of the action column, then put a checkmark on the box to Include inactive.
  • Select Make active on the location you want to activate.

We hope after applying these steps you are now able to set up and use your locations track in your QuickBooks. In order to get further more information. you can contact our QuickBooks help service at our toll-free number +1-855-441-4417 and talk to our Certified QuickBooks Experts.

Thanks for visiting us. If you have any other queries in your mind, you are always welcome here to visit us anytime soon.

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