Does Connex for QuickBooks Online work with locations?

You can add a drop down to each QuickBooks sale to group orders. 

How do I activate locations and change their label?

You can change the location field label to say division, department, or business. Here are the steps:

1. In QuickBooks, go to the gear box.
2. Click account and settings.
3. On the left, click advanced.
4. Click categories.
5. Check track locations.
6. Change the label field:
   

What label can a location have in QuickBooks?

Here is a full list:

• Business
• Department
• Division
• Location
• Property
• Store
• Territory

How do I map fields to location?

In this example, we will map the ShipStation selling channel name as the location:

1. Login to Connex.
2. Click rules > my rules on the left.
3. Click add new rule.
4. Choose start from scratch.
5. As the action, choose map order location.
6. In comparison, enter these values: selling channel, map all.
7. Leave map to blank.
8. Finish the wizard.

How do I pull a report of sales by location?

Here are the steps:

1. In QuickBooks, click reports on the left.
2. In the search field, enter location.
3. Select sales by location summary or detail.

You will see a list of sales grouped by location. Here is an example sales by summary report: