Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
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! Go to Solution.
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:
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!
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:
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!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.