Can I add a field or tag to identify donor membership types?

It's awesome to help you out with tagging different membership types on your invoices, Wendy.

I can walk you through the steps to add a field or tag your sales transactions. For this, you can create a custom field or use the Class tracking feature.

To add a new field on invoices, follow the steps bellow:

1. Click Settings ⚙, then select Custom fields.
2. Choose Add field.
3. Add a name in the Name field.
4. Mark the All Sales forms checkbox.
5. If you want the custom field to appear on printed and delivered forms, turn on the Print on form switch. Otherwise, it will only be visible in QuickBooks.
   
6. Select Save.

Now, if you want tags, here's how to enable Classes:

1. Tap the Gear icon and choose Account and Settings.
2. Go to the Advanced tab and pick Categories.
3. Use the Track classes slider to turn on the feature in your account.
4. Select Save and then Done.
   

To add classes:

1. Click the Gear Icon.
2. Choose Lists , then select All Lists.
3. Choose either Classes or Locations/
   
4. Click New on the top right, then enter in a name for your Class/Location.
5. Classes and Locations can be hierarchical allowing you to group each category together. Just add a sub-class/sub-location under the main class.

Once set up, you can assign these classes your sales or expense transactions. See this example:

Please post here if you need further assistance with the steps provided above. I'll be right here to help you with tagging your transactions.