Locations

Step 1: Set up your Locations

1. Go to Accounting → Locations in the left-hand menu.

2. Click Add Location to create one manually.

If your firm is connected to QuickBooks Online (QBO), you can also import your existing structure:

1. Click Import Locations to bring in locations from QBO’s Line Class or Location fields.

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.

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.

1. Select the location from the dropdown.

2. Click Apply to save your changes.

Tag directly inside Inbox action items:

When reviewing a transaction from your Inbox, you’ll see Location (and Department) dropdowns right next to the Category field.

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.