Location and Class Tracking Overview #
Location and Class tracking in QuickBooks Online and Intuit Enterprise Suite help businesses organize sales and financial activity in a more meaningful way. When connected to register by ability business, these tracking options can automatically assign sales transactions based on the workstation profile being used.
This allows retailers to separate reporting by:
- Store location
- Department
- Sales channel
- Event or booth
- Product category
- Business division
- And more
Once configured, every transaction created from that workstation profile will automatically sync with the assigned Location and/or Class in QuickBooks.
Prerequisites #
Before enabling Location or Class mapping in register, the following must already be completed inside QuickBooks Online or Intuit Enterprise Suite:
QuickBooks Requirements #
Enable Location Tracking #
In QuickBooks:
- Go to Settings
- Select Account and Settings
- Choose Advanced
- Under Categories, enable:
- Track locations
- Save changes
Enable Class Tracking #
In QuickBooks:
- Go to Settings
- Select Account and Settings
- Choose Advanced
- Under Categories, enable:
- Track classes
- Select One to entire transaction
- Save changes
Create Your Locations and Classes #
After enabling tracking, create the Locations and/or Classes you want register to use under QuickBooks Online Lists.
In QuickBooks:
- Go to Settings
- Select All Lists
- Select Locations or Classes
- Add new and save
Example Locations #
Locations are commonly used for:
- Multiple storefronts
- Warehouses
- Pop-up shops
- Mobile retail units
Examples #
| Business Scenario | Location Example |
| Retailer | Downtown Store |
| Retail + warehouse | Warehouse |
| Seasonal booth sales | Summer Festival Booth |
Example Classes #
Classes are commonly used for:
- Departments
- Sales channels
- Revenue categories
- Internal reporting
Examples #
| Business Scenario | Class Example |
| Department tracking | Clothing |
| Online vs in-store sales | Ecommerce |
| Event sales | Trade Show |
| Product categories | Accessories |
Why Location and Class Tracking Matter #
Using Location and Class tracking helps create cleaner financial reporting and better operational visibility.
Benefits Include #
Better Profitability Reporting: Track revenue and performance by store, department, or sales channel.
Cleaner Financial Statements: Separate income and expenses for easier reporting and tax preparation.
Improved Decision Making: Understand which locations or departments are driving growth.
Simplified Accounting Workflows: Transactions sync automatically with the correct assignment based on the workstation profile.
Enable Location and Class Mapping in register #
Once QuickBooks is configured, you can assign Location and Class mappings inside the register admin dashboard.
Navigation Steps #
- Open register Dashboard
- Select the Workstation Settings tab
- Choose Manage Workstation Profiles
- Select the workstation profile you want to configure
Configure Location Mapping #
Under the dropdown for Location Mapping Settings:
Control how Location is mapped to your sales. All transactions created from a workstation with this profile will be tied to the selected Location.
Steps #
- Open the Location Mapping Settings dropdown
- Select the desired QuickBooks Location
- Save your changes
Configure Class Mapping #
Under the dropdown for Class Mapping Settings:
Control how classes are mapped to your sales. All transactions created from a workstation with this profile will be tied to the selected class.
Steps #
- Open the Class Mapping Settings dropdown
- Select the desired QuickBooks Class
- Save your changes
Final Step #
After selecting your Location and/or Class mappings:
- Click Save
- The workstation profile is now configured
- Future sales transactions created from workstations using this profile will sync with the assigned Location and/or Class automatically
Example Workflow #
| Workstation Profile | Location | Class |
| Front Counter | Retail Store | In-Store Sales |
| Back Counter | Retail Store | On-Account Sales |
| Event POS | Trade Show Booth | Event Sales |
This setup allows financial reporting in QuickBooks to stay organized without requiring staff to manually select Locations or Classes during checkout.
Tips & Best Practices #
- Keep naming conventions simple and consistent
- Avoid creating unnecessary duplicate Classes
- Use Locations for physical places
- Use Classes for departments, channels, or reporting categories
- Review mappings whenever new workstation profiles are added
