If your folders are organised so that each one represents a specific site, department, or project - and all documents in that folder should use the same Quickbooks Location or Class - this feature can help.
By locking a Location or Class in folder settings, you make sure every document added to that folder gets the correct value. This prevents accidental (or intentional) changes and helps keep your reporting accurate without extra checks.
How to set a locked Location or Class
Open the folder and go to Folder Settings - Accounting & Automation
In the Location and/or Class section, choose the value you want to lock.
Tick the box to lock it.
Click Save.
New documents added to the folder will automatically use the locked values.
How the locked Location and Class work
The locked value is enforced on the Document Detail Page, in Contact Automation Rules, and during Bulk Edit and Fullscreen Edit meaning it can't be edited.
Bill Split & Item Rules: You can still enter a different Location / Class here, but if a lock is active, the system will ignore it and use the folder’s locked value instead.
What about older documents?
Documents added before the lock keep their original value. If needed, you can turn the lock off temporarily, make your edits, and re-enable it.