Add a new location or department from a transaction

Create a location or department while you are coding a transaction. It is added to QuickBooks Online and selected on that transaction.

Before you start

• Location or department tracking must be turned on for that company in QuickBooks Online. If it is not, the plus button is greyed out and its tooltip reads Department disabled.
• Client users only see the plus button if the accountant turns on Client Settings → Location/Department on the company’s General settings tab.

Steps

1. Open the company’s transactions, find the transaction, and click the chevron at the far left of the row to expand it.

   

2. In the expanded panel, click the green + next to Location/Department.

   

3. Type the name in Name in the Create a new Department/Location window.

   

4. Click Create, then click Approve or Save on the transaction row to send the change to QuickBooks Online.

   

What happens next

• A New Department Created message confirms it was written to QuickBooks Online.
• It is selected on the transaction and available in the Location column for that company from then on.

Notes

• Location and department are the same field. QuickBooks Online lets each company choose the label it prefers, which is why you see both words in Debits.

Related

• Add a new class from a transaction
• Sync transactions that are missing specific fields