Stay On Top of Your Records with Multi-Location Accounting

Expansion is a sure sign of a healthy and thriving business, but this of kind growth also poses significant challenges. Additional stores, outlets, or kiosks require the same kind of rigorous bookkeeping as your flagship store. The key to keeping your business processes running smoothly is an accounting system that keeps track of all your records at the same time.

Connected Business v14 has a Multi-Location Accounting system that allows you to be on top of your financials across all warehouses and retail branches. This means that you won’t have to keep a separate set of books for each location that you’ll need to regularly synchronize. The system does it for you.

To take advantage of Multi-Location Accounting, you need to create a new database. Building your database from the ground up allows you to avoid redundancies, inconsistent naming conventions, and calculation errors that may occur if you overlay Multi-Location Accounting into existing records. You need to invest some time in setting up the system, but it pays off in the long run as the database grows along with your business


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Fill in the necessary fields in the Company Category page, including company name, address, and other details. Before creating your database, make sure that the check box that says Use default setup for all required modules is NOT CHECKED. If this box is checked, the system will use default account codes to set up in the application.

Click Create Database Now! to build your new database.

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After creating the database, create the Accounting Period and default accounts for your company as well as the segmented account codes for all locations/branches.  In creating the segmented account codes per location, you have the option to manually create the account codes directly from the New Company Wizard or import your existing account codes through the Import Manager.

Once the account codes are generated for all locations, you can now edit or add the location details in the Company Checklist

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Once all locations are created, you can modify or set the account codes based on the location from the Accounts tab of the Location form.

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After modifying the account codes for each location, you can go through the wizard to complete the new company setup. Once set up, sign in to the new company database and enable the Multi-Location Accounting feature.

To learn more about Multi-Location Accounting and how to make this feature work for your business, please read the Multi-Location Accounting Setup online documentation.

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