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Managing the Location List for QuickBooks Online

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Tallie users who track locations within QuickBooks Online (QBO) will now have the ability to run a bi-directional sync between the systems. This means locations created or managed within Tallie will be automatically populated in QBO, and vice-versa.

This article will show you, a Tallie Administrator, how to enable location tracking, as well as how to manage your locations.

Step 1: In order for employees to begin tracking location on expenses, you'll first have to enable the Location feature. On your Tallie homepage, click the gear icon to access your Settings.

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Step 2: Click the Company Preferences tab, followed by Features.

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Step 3: Toggle the Locations button to YES to allow employees to track their locations.

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Step 4: To manage locations, click the gear icon, followed by Manage Lists. Then, click Locations.

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Step 5: From here, edit your location by clicking the location name.

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Step 6: Click Save and Exit when finished editing. Any changes made will be reflected in QBO within a few seconds. There is no need to manually run a sync.

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Step 7: You may also create or edit locations in QBO and click Sync Now on the Integration & Sync page in Tallie. Alternatively, the automated hourly sync between Tallie and QBO will pick up on the changes and make sure both Tallie and QBO are alligned.

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Enabling Location Tracking within QBO

Step 1: If you don't utilize the location list in QBO and want to start, click the gear icon in QBO.

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Step 2: Click Account and Settings.

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Step 3: Click Advanced. Then, under the Categories section, click the pencil icon to edit. 

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Step 4: Click the Track Locations checkbox. Then, click Save.

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Please Note: The Location Tracking feature is only available in QBO versions (Plus and Advanced), so those on lower versions would have to upgrade their QBO in order to access it.

 

 

 

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