Can I add a tag to a bank transaction on mobile app or is it only possible if logged in via browser?

challconsultingl · ‎April 01, 2024

I do most of my bookkeeping on the go between other meetings using my mobile but don’t seem to be able to add tags to bank transactions when adding using the app. Am I missing something? If not possible how can I flag for the development team?

GlinetteC · ‎April 01, 2024

Welcome to the Community, Chall.

Let me share information about adding tags in QuickBooks Online.

Currently, QBO only allows users to add tags to bank transactions on the web browser version and not on the mobile app. However, it's still possible to add tags using your mobile device by logging in to QBO via a mobile web browser.

To gain more insights into your sales and expenses, I have attached an article that provides additional guidance on tagging transactions in QuickBooks Online: Tag transactions in QuickBooks Online.

In addition, here's an article to help you manage bank transactions inside QBO: Categorise and match bank transactions in QuickBooks Online.

If you have any other concerns regarding managing your bank transactions or anything else, please feel free to share them in the comments. I'll be happy to help you further.

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Can I add a tag to a bank transaction on mobile app or is it only possible if logged in via browser?

Can I add a tag to a bank transaction on mobile app or is it only possible if logged in via browser?

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