How do I tag a bill to a certain job name that is listed in my customers?

Glad to see you here in the Community, cnhuffman1. Let me provide details on how to tag a bill to a job name in QuickBooks Online(QBO).

Are you trying to assign a bill to a project/customer? If so, we can achieve this by using the Billable expense feature.

Beforehand, please note this functionality is only available to Plus and Advanced versions. If you aren't subscribed, I recommend upgrading.

Once ready, let's turn on the billable expense feature to start tracking and assigning a project/customer to a bill. Here's how:

1. Go to the Gear icon and then select Account and settings.
2. Click the Expenses tab.
3. From the Bills and expenses section, hit Edit.
4. Turn on the following:
   • Show Items table on expense and purchase forms
   • Track expenses and items by customer.
   • Make expenses and items billable.
5. Bill payment terms.
6. Hit Save.

Then, follow the instructions below to link a specific customer/job to a transaction:

1. Go to the + New button.
2. Open a Bill and select the payee.
3. In the Category column, select the expense account for the transaction.
4. Fill up the necessary information, then select the Billable checkbox.
5. On the Customer column, select the customer and the specific job/project you want to bill for this expense.
6. Click Save and close.

If you're referring to adding tags to a bill, we'll need to create tag groups we can put tags into:

1. Go to the Gear icon, then click Tags.
2. On the drop-down list, click Tag group.
3. Give your group a name. For example: Bills
4. Choose a color from the drop-down arrow icon.
5. Select Save.

After that, create tags that you can attach to a bill:

1. In the Tags field, enter the name of a tag you want to create.
2. Click + Add.
3. Select the tag groups to add it to.
4. Once done, open the bill and select the correct tag under the Tags section.

For more details about the process, please see this article: Tagging transactions in QuickBooks Online.

Additionally, you can run various vendor reports to help you review your expenses, bills, and checks to ensure they're tracked accurately. Then, personalize the data to focus on specific accounts or filters.

Please let us know in the comments if you need further assistance managing or creating bills in QBO. It's my goal to ensure your record is accurate.