Setting Up And Working With Location Tracking in QuickBooks

1. Setting Up And Working With Location Tracking in QuickBooks This article originally published by-www.wizxpert .com

2. Location tracking more easy with quickbooks we are going to discuss each and every step to set up and use the location tracking in your 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 exempt transfers.

3. This process (Assigning locations) also lets you manage groups of transactions in an efficient way. For example, if you can limit the Deposits 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 with them.

4. There is two way to set up your locations: First, you need to turn on locations in Company Settings. 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.

5. 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 locations you want to track. • Now Select Save then Done.

6. 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.

7. 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.

8. 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.

9. There is two way to set up your locations: First, you need to turn on locations in Company Settings. 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. Created by wizxpert.com