Setting Up And Working With Location Tracking in QuickBooks - PowerPoint PPT Presentation

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Setting Up And Working With Location Tracking in QuickBooks

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Setting Up And Working With Location Tracking in QuickBooks – PowerPoint PPT presentation

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Title: 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. Dont 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. Dont 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
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