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bubblebubblepr-g
Level 1

Can I tag a receipt when I snap and review it?

 
1 Comment 1
KlentB
Moderator

Can I tag a receipt when I snap and review it?

I'll ensure that you'll get the most out of the tag feature, Ibubblebubblepr-g, so you can easily categorize and track your expenditures.

 

When you upload receipts, QuickBooks Online automatically extracts key details and creates entries for you to examine. They are not in your books yet. We need to verify the details, then add or match those to existing transactions first. After that, you can now attach the tags to the bills or expenses to help organize your books. 

 

qbotagfinal.PNG

 

That being said, the labels are only available for the transactions generated from the image or picture. Currently, there's no option to directly put them into the receipts during the review process.

 

Please know that we're constantly evolving our products to provide the best possible user experience. Rest assured, I'll take note of your idea and the things you would like to see improved. You'll also want to send feedback to our Software Development Team by following these steps: 

 

  1. Sign in to your company.
  2. Go to the Gear icon.
  3. Choose Feedback.
  4. Enter your product comments in the description box.
  5. Click Next to submit your inputs.

 

feedback.png

 

To learn more about the functionality works, I encourage reading this article: Use and group tags.

 

I hope this post finds you well. I'm still here if you need a hand in accomplishing your other tasks and duties in QBO. Have a great day ahead, bubblebubblepr-g!