# Locations
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### Step 1: Set up your Locations
1. Go to **Accounting → Locations** in the left-hand menu.
2. Click **New Location** to create one manually.
If your firm is connected to **QuickBooks Online (QBO)**, you can also import your existing structure:
3. Click **Import Locations** to bring in locations from QBO’s **Line Class** or **Location** fields.
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In QBO, “Location” may appear under a custom name (for example: *Territory*, *Region*, or *Department*).
You won’t see the **Import Locations** option unless your firm is connected to QBO.
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### Step 2: Organize Your Locations
You can organize locations into a hierarchy as needed (for example, California → San Francisco).
To make changes, hover over a location name to:
1. Click the **Pencil** to rename or modify the location.
2. Click the **Hierarchy** icon to add a child location.
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**Note**: Editing is not available for locations imported from QBO.
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### Step 3: Tag transactions with a Location
Once your locations are set up, you can start tagging transactions.
**To tag one transaction:**
1. Go to **Accounting** **→** **Ledger**.
2. Click into a transaction.
3. Click **Edit** at the top of the screen.
4. Use the **Location** field to assign a tag.
**To tag one or more transactions at once (Bulk Tagging):**
1. From the **Ledger**, click **Edit** at the top.
2. Check the boxes next to the transactions you want to tag.
3. Click the **Location** icon in the toolbar at the top.
4. Select the location from the dropdown.
5. Click **Apply** to save your changes.
**Tag directly inside Checklist action items:**
When reviewing a transaction from your **Checklist**, you’ll see **Location (and Department) dropdowns** right next to the Category field.
{% hint style="info" icon="lightbulb-on" %}
✨ Once you've set up Locations, Digits will auto-assign Locations to transactions based on learned patterns. Anything Digits isn't sure about is surfaced in the **Checklist** for review, so you stay in control.
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**Tip:** Unsure about the right location? You can leave a comment or question on any transaction to confirm with a teammate or accountant.
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### Step 4: Report by Location
After transactions are tagged, you can view location-level reporting.
**To view Profit & Loss by Location:**
1. Go to **Custom Reports → Profit & Loss**.
2. Click the **Options icon** at the top of the report.
3. Click the dropdown next to **Drill down by** and select **Location**.
This lets you filter and break down P\&L reports to compare revenue and expenses across locations.
**You can also add location-specific widgets to Reports:**
1. Go to any **Custom Report** (like Executive Summary).
2. Click **Add** at the top of the report.
3. Select the **Hierarchy** tab in the **Add Graphs** panel.
4. Choose from available location-based graphs.
5. Add your desired widget(s), then click **Done**.
**To add location charts to your Custom Dashboard:**
1. From **Home**, click **Edit** in the top-right corner.
2. Click the **Hierarchy** icon in the chart selector panel.
3. You’ll see available charts for each location.
4. **Drag and drop** the ones you want onto your dashboard.
5. Click **Done** to save your changes.
{% hint style="info" %}
**Note:** Location charts currently use **transaction data for Expenses and Income.**
You *can* still tag other transaction types (like **Assets or Liabilities**) with a Location for filtering and review, but these will **not** appear in Location dashboard charts or balance-sheet drill-downs yet.
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***
### Frequently Asked Questions
Can I import transactions with Departments and Locations?
**Yes!** You can import transactions with **Departments** and/or **Locations**. Here’s how it works, depending on how you import:
#### CSV import
If you use the Digits CSV template, include a **Department** and/or **Location** column.
* **If the Department/Location already exists in Digits,** Digits applies it during import.
* **If it doesn’t exist:** Digits creates a **new Department or Location** in your **Dimensions** list and tags the transaction.
* **If Digits can’t create or apply it:** The transaction imports **without a tag** (and it won’t go to the Checklist). No stress — you can tag it later in the Ledger, either one at a time or in bulk.
#### Statement import (PDF/PNG/JPG/JPEG)
Transactions imported from a bank statement also go through Digits’ AI categorization flow.
* If Digits has seen **past Department/Location patterns** on similar transactions, it will try to apply them during import.
* If Digits can’t create or apply a dimension, the transaction imports **without a tag** (and it won’t go to the Checklist). You can tag it later in the Ledger — individually or with bulk edit.
Can I report by both Location and Department at the same time?
Not yet. Today, you can drill down by either Location *or* Department per report. Multi-dimensional P\&Ls (using both) are on the roadmap.
Will Locations import automatically from QuickBooks Online, or do I have to create them manually?
If your Digits account is connected to QBO, you can import Locations just like Departments. Digits can pull from QBO’s **Location** or **Line Class** fields, depending on how your file is set up. You can also choose to skip import and build your Locations structure manually in Digits.
Can I view Departments and Locations on Balance Sheet reports?
Not yet. Department and Location breakdowns are currently available only in Profit & Loss reports.
Will Departments/Locations sync automatically from connected tools like Ramp or Gusto?
**Ramp:** No — Departments/Locations do **not** sync from Ramp into Digits automatically.\
**Gusto:** **Departments do sync from Gusto** (Departments only — **not** Locations).
How do I use Departments or Locations for project-based accounting?
Departments and Locations can be used like QBO Classes. Many firms rename one of the dimensions to “Projects,” then assign that dimension to transactions. The fastest workflow is to filter in the Ledger and use bulk edit to apply the dimension to multiple transactions at once.
***
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***
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