Best way to set up QB to track membership history

Yes, Location Tracking can be a great option for setting up membership history, MingLee14.

To begin, you must first enable the Location Tracking feature in QuickBooks Online. Navigate to the Account and Settings, go to the Advanced section, and turn on Track Locations. Once this feature is enabled, you can start organizing memberships by assigning a location to each transaction.

Next, set up locations based on how you want to categorize your memberships. For instance, you can create locations for different physical campgrounds, such as "Main Campground," "Campground 1," and "Campground 2."

Alternatively, you can use locations to categorize membership types, such as "Annual Memberships," "Short-Term Memberships," or "Site Rentals."

To create a new location, you can go to the Gear Icon, select Lists, click on Locations, and then choose New to add the name for your location.

When recording transactions such as invoices, sales receipts, or expenses related to memberships, ensure you assign the correct location in the Location field within the transaction form. For example, if you're recording an invoice for a membership fee tied to the "Main Campground," you would select "Main Campground" as the location.

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