Download and assign QuickBooks Online locations

Download and assign QuickBooks Online locations

Overview

Find out how to assign Cin7 Omni transactions to QuickBooks Online locations.

QuickBooks Online locations  track income and expenses from different locations across your business, such as departments, stores, or regions.

You can download your locations to Cin7 Omni (as tracking categories) and assign them to sales orders, purchase orders, or other transactions. Then, when you sync those transactions with QuickBooks Online, they’re assigned to the appropriate locations in QuickBooks Online.

Once they’ve been downloaded, locations can be assigned to transactions in two ways:

  • assign locations directly to transactions, or

  • assign locations to alternative general ledger (GL) accounts, which pass on their locations to the transactions they’re assigned to.

Since locations are always assigned to an entire transaction in QuickBooks Online, you must assign locations to entire transactions in Cin7 Omni (rather than individual line items).

To categorize individual line items, use QuickBooks Online classes  instead.

Download locations

Download locations from QuickBooks Online:

  1. Log in to Cin7 Omni.

  2. From the Accounting menu in the navigation, open your QuickBooks Online integration.

  3. Select Refresh.

To check your locations have been downloaded, find them on the Admin > Accounts tab on your QuickBooks Online integration dashboard.

Assign locations (tracking categories) to transactions

In Cin7 Omni, locations are known as tracking categories and they’re listed in your alternative GL account list:

  1. Log in to Cin7 Omni.

  2. From the user menu, select Settings.

  3. Under Accounting, select Alternative GL Accounts.

Each tracking category has two unique properties:

  • a Tracking Categories Name (also Name) and

  • a Tracking Categories Option.

Decide whether to (a) assign your tracking categories directly to transactions or (b) assign your tracking categories to alternative GL accounts, which will pass on their tracking categories to the transactions they’re assigned to.

(a) Assign locations (tracking categories) directly to transactions

Before assigning a tracking category directly to a transaction, decide whether that tracking category tracks sales or purchases:

  1. Log in to Cin7 Omni.

  2. From the user menu, select Settings.

  3. Under Accounting, select Alternative GL Accounts.

  4. Beside the tracking category, select Change.

  5. Set Purchases or Sales to Sales or Purchases.

  6. Select Update.

Now, when you create a transaction, set its Alternative GL Account to a tracking category. The transaction will then be assigned to the appropriate location when it’s synced with QuickBooks Online.

(b) Assign locations (tracking categories) to alternative GL accounts

Before assigning a tracking category to an alternative GL account, set up your alternative GL accounts. Then assign the tracking category to an alternative GL account:

  1. Log in to Cin7 Omni.

  2. From the user menu, select Settings.

  3. Under Accounting, select Alternative GL Accounts.

  4. Beside the alternative GL account to assign the tracking category to, select Change.

  5. In the field Tracking Categories Name, enter the tracking category’s Tracking Categories Name.

  6. In the field Tracking Categories Option, enter the tracking category’s Tracking Categories Option.

  7. Select Update.

Now, when you assign that alternative GL account to a transaction, you’ll be assigning that tracking category to the transaction, too, and the transaction will be assigned to the appropriate location when it’s synced with QuickBooks Online.

Find out more about alternative GL accounts.

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