Does Connex for QuickBooks Online work with Locations?

Introduction

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: loc.png

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?

The rules engine is the simplest way to map locations. In this example, we will map the Shopify order tag to a location:

  1. Login to Connex.
  2. On the right, click rules engine.
  3. Click action.
  4. Click add new.
  5. To map an order tag, map this rule.
  6. If you use ShipStation and you want to map the selling channel name, then add this rule.

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:

loc_summary.png

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