## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Track Branch Transactions

Once you’ve created branches, included new GSTINs and associated the transaction series, you can start creating transaction. Let’s take a look at how you can include transactions to each branch and track them in Zoho Books:

## Associate Branches to Transactions

Each time you create a new transaction, you will be able to associate the branch with your transactions. You will be able to associate them with all your sales, purchase transactions, manual journals, bank transactions, and e-Way bills. To associate:

*   Go to any transaction module such under _Sales_, _Purchases_, _e-Way bills_ or _Journals_. For example, let’s associate branches to **Invoices**.
*   Click **\+ New** in the top-right corner to create an invoice.
*   Select the **Customer** and the **Place of Supply**.
*   Select the **Branch** for which you’re creating the transaction.

![Select Branch](/in/books/help/images/branches/select-branch.png)

*   Based on the branch chosen, the relevant GSTIN and address will be updated in the transaction.

**Insight:** As the GSTINs are associated with branches, it tracks the transactions and helps generate relevant business and tax related reports.

*   Enter other details and click **Save**.

Similarly, you will be able to create transactions and associate branches for other modules as well.

**Pro Tip:** If you’ve been maintaining a branch’s transactions separately, you can import them to your organisation along with the branch and map them accordingly

**Here are some points to note:**

*   All the transactions added before enabling the branches feature will be associated to the head office/primary branch.
*   By default, all the transactions you create will be tracked under the head office/primary branch. You will have to manually select the branch each time you create a transaction.
*   The inter and intra-state taxes will be calculated for each transaction based on the branch chosen.
*   The transaction series and address will be chosen according to the branch selected while creating the transaction.
*   Payments can be made or collected among the various branches.
*   The quote created for a branch cannot be converted to an invoice for another branch. This applies to other transaction types as well.

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## View Dashboard

When you associate branches with transactions, you can get an overview of each branch’s performance right from the dashboard. Here’s how:

*   Go to your Zoho Books’ _Dashboard_.
*   Click the **All Branches** dropdown in the top-left corner.
*   Select the branch whose details you need to view.

![Dashboard](/in/books/help/images/branches/dashboard.png)

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## Generate Reports

If you’ve associated transactions with branches, you will be able to generate reports for a particular branch or for all the branches collectively. This lets you view the profits, sales or the expenses of a particular branch.

**Insight:** If your Zoho Books organisation is integrated with Zoho Analytics, you will be able to sync the branch details as well and run advanced reports as per your requirements.

*   [Reports for Specific Branches](/in/books/help/branches/track-transactions.html#specific)
*   [View Branch Details in Reports](/in/books/help/branches/track-transactions.html#columns)
*   [Generate GST Returns](/in/books/help/branches/track-transactions.html#gst)

### Run Reports for Specific Branches:

*   Go to the _Reports_ module in Zoho Books.
*   Select a report for which you want to view the details. For example, the _Profit and Loss report_.
*   Click the **Customise Report** option in the top.
*   Go to the _General_ tab and you will be able to find the _Advanced Filters_ option.
*   Select the parameter as **Branch** from the dropdown.
*   Set the comparators and choose the branch or branches.

![Filter Report](/in/books/help/images/branches/filter.png)

*   Click **Run Report**.

**Note:** This option is not available for certain reports.

### View Branch Details in Reports:

*   Go to the _Reports_ module in Zoho Books.
*   Select a report for which you want to view the details in the report.
*   Click the **Customise Report** option and go to the **Show or Hide Columns** tab.
*   Select the **Branches** column and click **Run Report**.

![Filter Report](/in/books/help/images/branches/columns.png)

### Generate GST Returns:

When you have multiple GSTINs, the returns will be generated for each GSTIN separately. A GSTIN dashboard will list all the GSTINs.

In case of GST returns and summaries, a new GST panel with the Branch and GSTIN will be displayed. Click **View Summary** to view all the returns associated with the GSTIN.

![GST Dashboard](/in/books/help/images/branches/gst-dashboard.png)

Alternatively, you can also filter the individual tax summaries available in the _Reports_ module.

*   Go to the _Reports_ module.
*   Select the _GSTR-3B Summary_ (or any return) under _Taxes_.
*   Choose the **GSTIN** from the drop-down to run the report.

![GST return](/in/books/help/images/branches/gst-return.png)

The GST payments you record/make and the returns you mark as filed will also contain your branch details.

![GST payment](/in/books/help/images/branches/gst-payment.png)

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**Next** >

*   [Other Actions](https://www.zoho.com/in/books/help/branches/other-actions.html)

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