If your company has branches enabled and you want to sync with QuickBooks Online (QBO) you will need to follow these steps to create your branches in QBO. In QBO these branches are called locations.

  1. Click on the settings menu on the top right.

  2. Click on Account and Settings.

  3. Click on Advanced on the left menu.

  4. Click on Track Locations in the Categories section.

  5. Turn Track Locations on and click save.

  6. Click Done on the bottom right to save your changes.

  7. Navigate back to settings

  8. Go to All Lists.

  9. Click on the All Locations section.

  10. Click New to create a new location.

  11. Enter the branch name in the Name field. Make sure the location names match the branch names that you have setup inside the FSM product.

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