{"id":16503,"date":"2021-06-02T14:32:32","date_gmt":"2021-06-02T14:32:32","guid":{"rendered":"https:\/\/synder.com\/help\/?p=16503"},"modified":"2026-09-17T19:44:54","modified_gmt":"2026-09-17T19:44:54","slug":"how-to-apply-locations-to-synced-transactions","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-apply-locations-to-synced-transactions\/","title":{"rendered":"How to Apply Locations to Synced Transactions"},"content":{"rendered":"\n

Have you ever wondered which area of your business brings in most of your income? To find out, you first need to categorize your sales and expenses properly. QuickBooks settings allow in-depth categorization \u2014 for example, with the help of classes<\/a> and locations. With Synder, you can apply locations to transactions automatically. As a result, you categorize more efficiently and make important business decisions more easily. So let\u2019s find out how to apply locations, and help your business grow!<\/p>\n\n\n\n

\nUsing Xero?<\/strong> Xero doesn\u2019t have Locations \u2014 the Xero equivalent is a Tracking Category<\/strong> (Xero allows up to two). Smart Rules apply them on the matching Xero entity \u2014 for example, an Invoice<\/strong> instead of a Sales Receipt. The steps below are the same in principle. See How to Automatically Assign Xero Tracking Categories Using Smart Rules<\/a> for the Xero-specific setup.\n<\/div>\n\n\n\n

Overview:<\/strong><\/p>\n\n\n\n

    \n
  1. What\u2019s a location and how it can be used<\/a><\/li>\n\n\n\n
  2. How to apply a location for a connected platform<\/a><\/li>\n\n\n\n
  3. How to apply several locations for one connected platform with the help of Smart Rules<\/a><\/li>\n<\/ol>\n\n\n\n
    \nSync mode note:<\/strong> Smart Rules run in Per-Transaction sync only<\/strong>. They are not available in Summary Sync (Daily Summary)<\/strong> on any platform. If your organization syncs in Summary mode, use Mapping \/ Grouping<\/a> instead — it is the Summary-mode substitute for Smart Rules.

    New to sync modes? See     How Smart Rules Work in Synder<\/a>.\n<\/div>\n\n\n\n\n\n

    What\u2019s a location and how can it be used?<\/strong><\/h2><\/p>\n\n\n\n

    QuickBooks locations are best for tracking large categories of your business, helping to clearly see which area of the business is thriving, and which isn\u2019t. You use location tracking to categorize data from different locations, offices, regions, outlets, or departments of the same company. This feature lets you see all the payments for one location and deposit them as a group. To start using locations in Synder, you need to enable locations in QuickBooks Online first<\/a>. 
    Note<\/strong>: Please double-check if locations are available on your QuickBooks plan.<\/p>\n\n\n\n

    How to apply a location for a connected platform<\/strong><\/h2><\/p>\n\n\n\n

    Once you\u2019ve enabled location tracking in QuickBooks and created desired locations there, you need to enable locations tracking in Synder:<\/p>\n\n\n\n

    1. Navigate to the \u201cSettings\u201d tab on the left-side menu and select the integration to which you want to apply a location. Alternatively, click on the Person icon in the upper-right corner, choose \u201cOrganization settings,\u201d and then click on \u201cSync settings\u201d under the desired integration.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    2. In the General tab of the settings, set the \u201cApply location\u201d ON and select a location in the dropdown. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    3. Hit the Update <\/strong>button to save the settings. <\/p>\n\n\n\n

    How to apply different locations for one connected platform with the help of Smart Rules<\/strong><\/h2><\/p>\n\n\n\n

    If you need to use different locations for one sales channel or payment platform, you can achieve that with the help of the Smart Rules feature<\/a>. First, you\u2019ll need to find a way to differentiate between your various locations. For example, you can build a rule to assign a location to a transaction depending on the shipping address of that transaction. <\/p>\n\n\n\n

    1. Go to <\/em>Smart Rules<\/strong> \u2192 <\/em>Rules<\/strong> \u2192 <\/em>Create rule<\/strong>.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    2. Choose the trigger that starts your rule. For example: Sales Receipt \u2192 Created<\/em>. It means that each time Synder creates a Sales Receipt in your QuickBooks, this Rule will fire.
    3. Choose the condition to differentiate the transactions: if Shipping Address \u2192 a suitable option from the dropdown \u2192 Contains \u2192 Yes<\/em>. In this way, you tell Synder to check if this condition is met and apply the rule accordingly.
    4. Finally, choose the action: QuickBooks action \u2192 Sales Receipt\u2192 Update current \u2192 Set QuickBooks entity data<\/em>. This will tell Synder that it should update the exact sales receipt which has triggered the rule.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    5. Choose the location in the dropdown, click \u2192 Submit<\/strong>. <\/p>\n\n\n\n

    \"Applying
    <\/div><\/div>
    \"Applying
    <\/div><\/div><\/div><\/div>\n\n\n\n

    6. Hit the Save & Close Rule<\/strong> button. 
    Note<\/strong>: you can create several conditions within one rule by tapping the No <\/strong>button. <\/p>\n\n\n\n

    Check the results<\/h3>\n\n\n\n

    Now, that\u2019s it \u2014 you can check the results: 
    -Go to the Platform transactions <\/em>tab.
    -Sync a few Ready to Sync<\/em> transactions.
    -Hit the Explain<\/strong> button  \u2192 <\/em>scroll down to the Sync Log  \u2192 <\/em>hit the Show in QB<\/strong> button.<\/em><\/p>\n\n\n\n

    \"Applying
    <\/div><\/div>
    \"Applying
    <\/div><\/div><\/div><\/div>\n\n\n\n

    Now that you know the most important things regarding location tracking with Synder, it\u2019s time to see it in action!<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Reach out to the Synder Team<\/em><\/a> via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n