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Everything you need to know about banking in QuickBooks Online - Discover more
itsben
Level 1

disappearing tags

Hi there,

 

I have just come back to my laptop and had to log in again, and refresh connection to my bank as my imported transactions I had brought across earlier in the day had disappeared.

 

I imported them again only to find that all the tag categories I had spent the day adding had disappeared. The tags column now says that I have zero tags when I actually had loads set up.

 

Can anyone give me a hand to retrieve them?

 

many thanks, Ben

Solved
Best answer January 26, 2022

Accepted Solutions
RoseJillB
QuickBooks Team

disappearing tags

Welcome to the Community, @itsben. I’ll help you with your concern about tagging in QuickBooks Self-Employed (QBSE).

 

I understand the importance of adding tags to our transactions, as it helps customise labels and lets you track your money easily.

 

As you mentioned above, you imported the transactions back again to your QuickBooks Self-Employed account. Therefore, that’s why all the tags have disappeared as it freshly starts your banking transactions. What we can do here is manually add the tags again to your transactions.

 

Let me help you with creating tags in QBSE:

 

  1. Go to the Settings, and under Tools select Manage tags.
  2. Click Create new tag, and enter the Tag name.
  3. On the Group section, select Ungrouped.
  4. Hit Save.

 

Once done, you can then go to your transactions and manually add tags to them. You can either choose between Business and Personal for your transaction type. Then, under the tags column, you can click the Add tags button and select your preferred tag for the transaction.

 

For your future reference, you can check out this article to learn more about categorising transactions in QuickBooks Self-Employed.

 

Let me know if you need further assistance with your banking transaction. You can always hit the Reply button. Have a great day!

View solution in original post

1 REPLY 1
RoseJillB
QuickBooks Team

disappearing tags

Welcome to the Community, @itsben. I’ll help you with your concern about tagging in QuickBooks Self-Employed (QBSE).

 

I understand the importance of adding tags to our transactions, as it helps customise labels and lets you track your money easily.

 

As you mentioned above, you imported the transactions back again to your QuickBooks Self-Employed account. Therefore, that’s why all the tags have disappeared as it freshly starts your banking transactions. What we can do here is manually add the tags again to your transactions.

 

Let me help you with creating tags in QBSE:

 

  1. Go to the Settings, and under Tools select Manage tags.
  2. Click Create new tag, and enter the Tag name.
  3. On the Group section, select Ungrouped.
  4. Hit Save.

 

Once done, you can then go to your transactions and manually add tags to them. You can either choose between Business and Personal for your transaction type. Then, under the tags column, you can click the Add tags button and select your preferred tag for the transaction.

 

For your future reference, you can check out this article to learn more about categorising transactions in QuickBooks Self-Employed.

 

Let me know if you need further assistance with your banking transaction. You can always hit the Reply button. Have a great day!

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