A.1.3 Creating and Using Locations
- 50 steps
Start in the Sample company.
1
To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Now let's get started with the exercise.
First, turn on the Locations feature.
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Click the gear icon, then select "Account and settings".
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Click the "Advanced" tab.
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Click anywhere in the Categories section, then click the toggle next to "Track locations" (this will turn green, indicating it is turned on).
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Click "Save".
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Click "Done".
Next, set up the locations.
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Click the gear icon, then select "All lists".
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Click "Locations".
First, we will create the location for the main office (West) location.
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Click "New".
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In the Name field, type "West", then click "Save".
Next, we'll create the new East coast office.
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Click "New".
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In the Name field, type "East", then click the checkbox next to "This location has a different address where customers contact me or send payments".
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Complete the fields with the new address: 456 12th St NW, Albany, NY 12212
Then, click "Save".
Next, assign old transactions to the locations. Use the Reclassify transactions tool to do this.