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flora-chenproduc
Level 1

How do I tag multiple transactions in QB Self-Employed? When I select multiple transactions and click the tag icon, nothing happens.

 
3 Comments 3
Jen_D
Moderator

How do I tag multiple transactions in QB Self-Employed? When I select multiple transactions and click the tag icon, nothing happens.

Thanks for taking the time to visit us, @flora-chenproduc.

 

 

We recognize the need to have the option to tag multiple transactions in QuickBooks Self-Employed. For now, there isn't any batch action for tags, so you need to tag entries one at a time.

 

We need you to log your suggestion, while the preference you're looking for is unavailable. Follow the steps below in your QBSE account:

 

  1. Tap the Assistant icon on top of the account.
  2. Type Feedback then press Enter.
  3. Click on the Add a feature option.
  4. Type your feedback then press Enter again on your keyboard. 

 

Let me know if there's anything else you need help with QBSE concerns. I'll be right here to assist your self-employment questions any time. Have a good one!

flora-chenproduc
Level 1

How do I tag multiple transactions in QB Self-Employed? When I select multiple transactions and click the tag icon, nothing happens.

Thank you, Jen. How about QB Online? Is it possible to tag multiple transactions there?

Trish_T
QuickBooks Team

How do I tag multiple transactions in QB Self-Employed? When I select multiple transactions and click the tag icon, nothing happens.

Hi flora-chenproduc,

 

It's nice to see you reaching back out!  QuickBooks Online provides the option to group tags together for viewing specific areas of your company and how they're doing.  I'd be happy to provide more information so you're on the right track with your QuickBooks goals!

 

In QuickBooks Online you can group tags together.  To learn more about tagging transactions and creating groups, click here.  

 

Please feel free to ask additional questions.  We'd be glad to assist!

 

 

 

 

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