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May 30, 2019
Question

The instructions to add a work location to an employee states to go to the employee section/tab, but I do not have that under my employee. What am I doing wrong?

  • May 30, 2019
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1 reply

May 30, 2019

Hi there,

 

It's good that you're looking to utilize the location tracking feature in QBO. This feature lets you see all the payments for one location and deposit them as a group. One thing to take note of is this feature is only available for QuickBooks Online Plus. I recommend checking your subscription plan by clicking the gear icon > Account and Settings > Billing and Subscription. If you've got the Plus subscription, here are the steps to adding/using the location feature: 

 

Turn on location tracking

  1.     Select the Gear icon on the Toolbar, then Account and Settings (or Company Settings).
  2.     Choose Advanced from the left menu.
  3.     In the Categories section, select the pencil icon.
  4.     Put a check mark on the box to Track locations.
  5.     Select Save, then Done.

Add a location

  1.     Select the Gear icon, then from Lists, select All Lists.
  2.     Select Locations.
  3.     Select New, then add the Name of the location you want to track.
  4.     Select Save.

 

Edit or delete a location

  1.     Select the Gear icon, then from Lists, select All Lists.
  2.     Choose Locations.
  3.     Select the location you want to edit or delete, then from the drop-down list on the action column, choose Edit or Delete.
  4.     Select Save.

 

Make an inactive location active

  1.     Select the Gear icon, then from Lists, select All Lists.
  2.     Choose Locations.
  3.     Select the Gear icon above the action column, then put a check mark on the box to Include inactive.
  4.     Select Make active on the location you want to activate.

 

Now you know how to set up and use location tracking! Feel free to ask questions. :)