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Always_Learning
Level 1

Is there a workaround to add tags to journal entries?

I'm fully aware that you cannot add tags to journal entries in QBO.  However, it would still be helpful if I can find a work around to this issue. 

 

Often I will receive a monthly statement from a supplier, and I will pay the monthly statement in one lump sum instead of paying the hundreds of individual invoices one by one, which saves an immense about of time.  I then use a journal entry to split up the expense categories. 

 

So let's say I pay a statement of $1000. 

  • $700 is for Materials
  • $300 is for Tools

 

So I create a journal entry for $700 to the Materials Account (DR) and $300 to the Tools Account (DR) and then $1000 to the Checking Account (CR). 

 

But let's say I want to track $500 of the Materials to a specific job. Normally I would just add one of my job tags to an expense when it's a single invoice I've paid. But in this case I've paid for multiple invoices at once and only a portion of them (in this case, $500 worth) apply to the specific job I want to track. 

 

Can I also create an expense for $500, apply the tag there and then try to match it with the journal entry? Or is there some other workaround?  

 

Thanks in advance! 

Solved
Best answer October 12, 2023

Best Answers
AdminAndrea
Level 5

Is there a workaround to add tags to journal entries?

Could you use CLASSES instead of tags for this?  I believe you can use Classes in a J/E but as you noted, not Tags

View solution in original post

4 Comments 4
JamesM4
QuickBooks Team

Is there a workaround to add tags to journal entries?

Hello Always_Learning,

 

It's great to have you connect with us in the Community. I'll be glad to share more info and help steer you in the right direction so you can continue to enjoy the benefits of using QuickBooks. 

 

Since the workaround you've described above isn't available in the program, I recommend looking into third-party apps our site using this link here. I also recommend reaching out to an accounting specialist that'll share expert advice on how to record your transactions appropriately. You can get in touch with an accounting specialist using this link here. In the meantime, feel free to ask other questions. 

 

I'll be a message away in case you need anything else. Otherwise, I wish you a great rest of the day.  

AdminAndrea
Level 5

Is there a workaround to add tags to journal entries?

Could you use CLASSES instead of tags for this?  I believe you can use Classes in a J/E but as you noted, not Tags

Always_Learning
Level 1

Is there a workaround to add tags to journal entries?

Thank you for the suggestion!  I think this is definitely an option, and when looking into this I discovered the projects feature which may prove helpful as well.  I will try both and see how it works going forward.  Thank you again, it's greatly appreciated! 

Alex M
QuickBooks Team

Is there a workaround to add tags to journal entries?

We're happy to be of assistance Always-Learning. If you have any other questions, feel free to reach out here.

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