Summary
Move a location from one account to another. If the location is a Main Location make another location the Main Location.
Key Points
What if I don't see a Move button?
What if a location has only one (main) location?
How do I move a location to a new account and have that as the only location?
IMPORTANT Due to the differences in how Fieldwork and QuickBooks Online handle customer data the Move button is not available to those of you using QuickBooks Online. If you were to move a location your QBO syncs would stop at locations that have Invoices or Payments. The only solution would be to move the location back to its original account.
In an account with multiple locations you'll see one location with a View button and the others with a View button and a down arrow. The location with just the View button is your Main Location.
In the example above the location name 1024 Peterson Ave Park Ridge is the Main Location. To set another location as the Main Location, click the down arrow next to the View button for the location you want to have set as Main. Click Set Main.
In the example below, the location name 17542 Elaine Drive Fontana, CA 92336 is now the Main Location. You can either:
Delete what was previously the Main Location
Move what was previously the Main Location to another account
Delete the previous Main Location
Be careful and plan your change. Make sure you're selecting the correct location when you click that down arrow and click Delete.
Move the previous Main Location
Click the View button for the previous Main Location
Click the Edit button
Click the grey Move button in the upper-right corner
What if I don't see a Move button?
In the customer's main page, click the Create a new... button and select Service Location
Name the location Delete and Save it, you'll now have two locations
To the right of the Delete location, click the down arrow and click Set Main
Click the previous Main Location to go to that location page
Click the Edit button near the top of the page
Click the Move button
Assign this location to the new account
Delete the original customer, if desired
What if a location has only one (main) location?
In the customer's main page, click the Create a new... button and select Service Location
Name the location Delete and Save it, you'll now have two locations
To the right of the Delete location, click the down arrow and click Set Main
Click the previous Main Location to go to that location page
Click the Edit button near the top of the page
Click the Move button
Assign this location to the new account
Delete the original customer, if desired
How do I move a location to a new account and have that as the only location?
If necessary, change the moving location from main as described above
Create the new account
Move the location to the new account
Set the moved location as Main
Delete the previous Main location