Locations

Locations let you track transactions by physical business location — useful for businesses with multiple stores, offices, or warehouses.

Creating a Location

1. Navigate to Locations in the sidebar
2. Click New Location
3. Enter a name (e.g., “Main Office”, “Downtown Store”)
4. Select a type:
   • HQ — Headquarters or main office
   • Branch — Branch office or retail store
   • Warehouse — Storage or distribution center
   • Online — Online or virtual location
5. Optionally add an address
6. Click Create

Using Locations

When creating a transaction, select a location from the dropdown. This lets you:

• Filter transactions by location
• Track revenue and expenses per location
• See location performance in reports (Pro plan)

Locations also appear on printed invoices and receipts when enabled in document settings.

Related

• Transactions — Assign locations to transactions
• Reports & Analytics — Location performance reports
• Settings — Show or hide locations on documents