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

Tagging

Am i right in thinking that i cannot add tags to invoices on QBSE?

Solved
Best answer May 07, 2022

Accepted Solutions
GlinetteC
Moderator

Tagging

Hi there, Rosie Burgon.

 

Yes, you can only add tags to transactions in QuickBooks Self-Employed.

 

After you categorize your downloaded or manually entered transactions, you'll have the option to add tags to them.

 

You may want to create rules for your transactions to categorize recent and past transactions quickly. To find out more about this, check this article: Create rules to speed up reviews in QBSE.

 

As always, you can post anytime here if you need help navigating your account. The Community is always ready to help.

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1 REPLY 1
GlinetteC
Moderator

Tagging

Hi there, Rosie Burgon.

 

Yes, you can only add tags to transactions in QuickBooks Self-Employed.

 

After you categorize your downloaded or manually entered transactions, you'll have the option to add tags to them.

 

You may want to create rules for your transactions to categorize recent and past transactions quickly. To find out more about this, check this article: Create rules to speed up reviews in QBSE.

 

As always, you can post anytime here if you need help navigating your account. The Community is always ready to help.

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