Question

I have 1 invoice for multiple location. How can I allocate it to different location when I enter the invoice?

Forum|Forum|7 years ago
November 29, 2018
52 replies
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Original commenter did not share additional details

QuickBooks Online

Hi there, Marygrace.

The assigned one location on the invoice applies to the entire transaction. For now, there's no option to divide the invoice to multiple locations. You might want to create different invoices for each location.

You may also want to consider using class tracking. This feature lets you allocate a class on each line item on the invoice. Let me route you to this Help article for more details: How To Set Up And Use Class And Location Tracking.

I'll make sure to get back here if you have follow-up questions. Thanks for dropping by.

L

LeedsCS

Has there been any development on the functionality of this feature? It is frustrating not being able to set locations between splits from a transaction, as the main purpose for splitting certain transactions is to allow for their allocation to different locations.

Thanks in advance

Adrian_A

Hello, LeedsCS.

As of now, this option isn't available yet. Rest assured, I'll personally take note of this idea and share it with our Development Team. They'll analyze this one and may be added to our future updates.

On the other hand, you can follow the workaround provided by my colleague. You can either create different invoices for each location, or you can use a class tracking.

Feel free to post here if you have additional details. I'm here to address all your concerns.

P

People10

Hi

Even we do need to post multiple locations in a single invoice. It would be great if this facility is enabled at the earliest

JessT

I also think that this would be beneficial to users with businesses in different locations, People10.

Rest assured that we'll send your suggestion to our development team. Suggestions have been very helpful to us. They give us an idea of the features you need for your business. In fact, we've added a lot of features based on suggestions and requests.

You can check out our blogs to stay updated with the latest features of our products. If you have other questions, please let me know.

M

michelled14

Anymore updates on this? I am a bit shocked that Quickbooks hasn't fixed this yet. It is definitely frustrating to have to find a work around for entering bills for multiple locations. Please do whatever you can to escalate this feature.

F

FriedaB

This question was asked 16 months ago. Seems like a long time for them to create the solution to this problem. I'm beginning to think that the auto replies in the discussion aren't being followed up on. Shouldn't take 16 months to develop a solution to a problem so many users have. Need a quicker response from the development team.

marceloDCT

I have the same problem, I've been splitting invoices into bills just to allocate the expenses in the correct location but it is a lot of re-work. I have used so many systems with this function, I can't imagine why QuickBooks would take so long to add such an obvious and necessary function. It's a major setback the way it is today.

A

An Orthodox Maverick

I have the same problem. I need to be able to share expenses with different locations/departments of my organization.

In addition, I want to be able to transfer assets inter location but within the company. This is a big lack in terms of features.

J

Jake101

QBO, this request is nearly 2 years in the works. Do you have an expected release date to enable Location tracking at the transaction line level on bills & invoices, just like we can already do with Class tracking?

JasroV

Greetings, @jake11_2.

As of now, we’re unable to provide you with a specific time frame as to when this feature will roll out. Don’t worry, our engineering team is aware of this feature request and are working on implementing this in the future.

In the meantime, you can search for an app that lets you track the location of your bills and invoices. You can go to the Apps menu in your QuickBooks Online (QBO) account and browse for apps that integrate with QBO.

You can also visit our QuickBooks App Store for additional reference. Also, check out our QuickBooks Blog page from time to time. Here, you’ll stay updated on the latest news and features in QBO.

Let me also share this article that provides complete details on how you can personalize your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

We appreciate your patience while we’re still finalizing this. In case you have other concerns or questions about your invoices and bills, you can always leave a reply in this thread. I’ll be around to assist you. Keep safe.

E

Etscott17

I agree that QB needs to make this a priority. Using classes is great but QBO should be dynamic enough to allow division/location splits in the same way as classes allow. I have 10 clients all on QBO. Most would benefit from this feature. Please allow for a transaction (invoice, deposit, expense, any) to be split into multiple locations!

E

emmanuel-parcelh

I can only second all the comments on this page. Being able to allocate different locations to an invoice is paramount to our business and Quickbooks does not offer any appropriate way to get this done. And it does not look like a very difficult thing to add. Best.

N

Ned_LeB

Any update on this? This thread started in November 2018? and it's now June 2021! This is ridiculous. I run a real estate business and I need to track expenses between locations. I can't ask my service providers to split bills between locations and I'm using classes for other purposes. It looks like this is a needed feature for many users. Why is it taking so long?

G

GlinetteC

Hello, Ned_LeB.

At this time, we're unable to provide a specific ETA as to when you can allocate multiple locations to track expenses.

While we haven’t added this feature yet, I'd suggest visiting the QuickBooks Blog website to keep you in the loop with the latest features and improvements in the system.

Also, if you have some How do I questions, you can go to our Community Help page. We have articles that have detailed information to address your concerns.

As always, the Community team is here to help you. Keep safe!

E

Energize LLC

I think it is crazy for QB not to have this capability- spliting a transaction between multiple locations. This is a must have. It has been a long time without this option. It is long overdue you guys implement this.

tyler_m

Any updates to this feature request? Adding multiple locations to an expense is a major need in order for us to use QBO successfully.

M

Mark Berry

Nearly 4 years on from the OP, and you still have done nothing to fix this issue. What is the point of a feature designed to help manage multiple locations, that doesn't let you split common costs such as insurances, QBO subscription, marketing etc etc across locations?

Please don't tell me to use classes - we use those for other purposes, and anyway locations is meant to be designed for this purpose.

Please don't tell me to enter two invoices per cost - that's what we're having to do and it's hugely time consuming, especially when using the bank feed as your starting point for bringing costs into QBO

And please don't tell me you'll take my feedback and pass it on - you've had at least four years of people telling you this is broken, yet have done nothing so far, so I won't believe you if you tell me that.

What are you actually doing to make locations a worthwhile feature?

K

KathyG7

I have this problem too, I have to post and enter each invoice for each location even though it is on the same invoice. Another problem is when I pay the invoices with one check it throws it all into the last location. Examlple $400 iinvoice entered it as 4 invoices at $100 each, location A,B,C & D. The expense side shows correctly on P&L as $100 for each locations; but when I paid the invoices with 1 check it throws the $400 in location D coming out of bank, instead of $100 to each location. Any idea how to fix this side?

MariaSoledadG

Let me elaborate on how you can fix the location issue that you're having, Kathy.

Once you enter a check to pay for your bills with different locations, it automatically defaults to Location D. I've added a screenshot for your visual guide:

You'll want to manually change the location and select only the bill that you want to pay under Outstanding Transactions with the same location selected under the Location field, to ensure for the payment to match. See the screenshot below:

Do this again to the rest of the bill so you can accurately pay to different locations.

Furthermore, QuickBooks automatically downloads the latest transactions, learn how you can review, add, and match to the correct transactions to ensure you've correctly categorized them. Check out this article for more details: Categorize Online Bank Transactions In QuickBooks Online.

Please get back to us if you have further questions about your transactions, location or even paying bills. Remember we're always here to help you all the time. Have a nice day!

N

Ned_LeB

Here's how I did this.

1. Create a "Prepaid Expense" account with sub-accounts if you'd like with the type "Current Assets."

2. Create a bill using the Prepaid account at the Categorie. This will not show up in your P&L

3. Make a bill payment against that bill as you would normally do.

Now, those payments will not show up under your P&L. You'll need to create a Journal entry to move money out of the expense account into the prepaid account.

4. Create a journal entry to credit the Prepaid. Now, here's the trick. You can split the DEBITS against different locations.

What do you think? Good? Bad? Ugly? 😉 It works for me.

K

KathyG7

Thanks for your reply. It good, it does work and gets you to the end result, just not streamline. There are several work arounds; but hope Intuit fixes this so you can split to locations just as you can split classes on the invoice level without having do do multiple transactions.

Thank you,

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