Welcome to the Community. Allow me to chime in and provide some clarification about the Tags feature in QuickBooks, stephen-helmsdal. Tags feature in QuickBooks Online are customizable designs that let you trace your money however you want. When you set tags into groups, you get deeper insights into how your business is doing. You’ll need groups to get reports for your tags. There's a way to assign tags to multiple transactions so you don't have to do it individually. I'd be glad to share these steps with you: Go to the Tags tab under your Banking menu.Click the See all untagged transactions link.Select all transactions that you will be adding tags.Click Update tags, then select Add tags.Type in the tag that you want to assign.Click Apply. To know more about how the Tag feature works, see below articles: Tag transactions in QuickBooks OnlineWhat are tags and why should I use them?How to use tags Please let me know if you have more questions about the feature or other concerns with QuickBooks Online. Have a good day!

Solved

Can you search by tags or tag multiple transactions at the same time? I seem to remember in Quicken you can run a report and then edit the transactions in the report?

Forum|Forum|4 years ago
November 7, 2021
1 reply
22 views

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QuickBooks Online

Best answer by TirzahC

Welcome to the Community. Allow me to chime in and provide some clarification about the Tags feature in QuickBooks, stephen-helmsdal.

Tags feature in QuickBooks Online are customizable designs that let you trace your money however you want. When you set tags into groups, you get deeper insights into how your business is doing. You’ll need groups to get reports for your tags. There's a way to assign tags to multiple transactions so you don't have to do it individually. I'd be glad to share these steps with you:

Go to the Tags tab under your Banking menu.
Click the See all untagged transactions link.
Select all transactions that you will be adding tags.
Click Update tags, then select Add tags.
Type in the tag that you want to assign.
Click Apply.

To know more about how the Tag feature works, see below articles:

Please let me know if you have more questions about the feature or other concerns with QuickBooks Online. Have a good day!

T

TirzahCAnswer

Level 4

Welcome to the Community. Allow me to chime in and provide some clarification about the Tags feature in QuickBooks, stephen-helmsdal.

Tags feature in QuickBooks Online are customizable designs that let you trace your money however you want. When you set tags into groups, you get deeper insights into how your business is doing. You’ll need groups to get reports for your tags. There's a way to assign tags to multiple transactions so you don't have to do it individually. I'd be glad to share these steps with you:

Go to the Tags tab under your Banking menu.
Click the See all untagged transactions link.
Select all transactions that you will be adding tags.
Click Update tags, then select Add tags.
Type in the tag that you want to assign.
Click Apply.

To know more about how the Tag feature works, see below articles:

Please let me know if you have more questions about the feature or other concerns with QuickBooks Online. Have a good day!

S

stephen-helmsdalAuthor

Thanks so much for your quick reply. I found the Tags menu - it's actually under "Bookkeeping" not "Banking" :) Would be a great feature request if you could add tags in list view rather than having to click to enter each transaction. It also seems you can't sort by the different column headers or even filter by tag (that I could see). It's a very powerful feature that's really useful. Again - thanks so much!

MaryLandT

Level 10

You've come to the right place, stephen.

You can send a request about the feature that you want within your QuickBooks Online company file. Let me show you how it's done.

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions.
Click Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

For your reports, QuickBooks helps you customize them to focus on specific accounts or filter for specific things. Here's how to help you run and personalize financial reports: Customize reports in QuickBooks Online.

Please don't hesitate to click the Reply button below and share if you have additional concerns about the Tag feature. I'm always around to help you.

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