Thank you for joining this thread, Al_a.
Accurately tracking transactions and assigning them to the correct business is vital for monitoring your sales, purchases, and profitability. I'm here to provide guidance and support in handling your concerns.
Yes, you'll have to upgrade to the Plus or Advanced version to use the Location tracking function. Check out this article for a step-by-step guide on updating your QuickBooks version: Upgrade or downgrade your QuickBooks Online edition.
Now that you've switched to the new version, let's go ahead and enable the Location tracking feature. Just follow these steps:
- In your company, head to the Gear icon and choose Account and settings under Your Company.
- Go to the Advanced menu on the left panel and click the Pencil icon for Categories.
- Move the slider to the right to turn on the option in the Track locations section.
- Click Save and Done.
Next, set up the lists of locations you wish to add to your company. For detailed instructions, refer to the Add a location section in this article: Set up and use location tracking in QuickBooks Online.
When creating an invoice, make sure to click on the Location drop-down option to choose the company you wish to track the entry for. I have included several links to assist users in enhancing the appearance of their sales forms and effectively managing customer payments: Feel free to review each article to view the full details:
Stay in touch if you have additional questions on how to use the location tracking and other sales-related concerns. I'm always ready to lend a helping hand. Enjoy the rest of the day, Al_a.
