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---11
Level 1

How do I assign different TAGS to different Line Items on a single Invoice or Bill form a Single Supplier or Customer?

 
6 REPLIES 6
MichelleBh
Moderator

How do I assign different TAGS to different Line Items on a single Invoice or Bill form a Single Supplier or Customer?

Hi there, @---11.

 

Let me guide you on how to add different tags to each of the items on a single Invoice for one customer in QuickBooks Online. 

 

Here's how: 

 

  1. Go to the Plus icon on the left side, then choose Invoice
  2. Select a Name in the drop-down arrow. 
  3. Enter all the transactions for that customer. 
  4. In the Tags section, select all the appropriate tags. Make sure each tag has a different group. So you're able to apply it. If you don't have yet, you can create a group with a tag. 
  5. Hit Save and close

tag7.PNG

 

You can also write a word in the Message on statement box to easily locate the invoice. 

 

After that, let's access your Transaction List by Tag Group to review the transactions. You can customize it to show the specific details. Let me guide you how: 

 

  1. Go to the Reports tab on the left pane. 
  2. Type Transaction List by Customer tag Group in the search box. 
  3. Click the Customize button. 
  4. Choose a Report period in the drop-down. 
  5. In the Row/Columns, pick Transaction Type
  6. Under Columns drop-down, choose the group name. 
  7. Tap Run Report

tag5.PNG tag6.PNG

 

You can also hit the Save Customization to save the report. It will save on the Custom report page. Memorizing reports in QuickBooks, it’ll help you save time since it automatically updates every time there are newly added transactions.

tag4.PNG

 

You also have an option to turn on the Automatic send email reports feature in QBO. For more information, visit this article: Set schedule and email information for a memorised report.

 

tag3.PNG

 

Additionally, please visit our help articles page. This page contains a lot of information about managing customer's payments, transactions, reports, and other related topics. 

 

Feel free to add a comment below or click the Reply button if you have other questions. I'm ready to help. Have a good one!

Rpm47
Level 2

How do I assign different TAGS to different Line Items on a single Invoice or Bill form a Single Supplier or Customer?

The title of this help item says " different tags to DIFFERENT line items on a single bill".  I think that is misleading - the help item only shows how to put different tags on ALL line items.

 

If anyone has achieved what the title says please post here.  

 

Otherwise the QB 'help' team should correct their title.

ShopAdmin
Level 4

How do I assign different TAGS to different Line Items on a single Invoice or Bill form a Single Supplier or Customer?

No, there is no way to do this which is a real shame - well there is is you enter the bill / receipt x times to the number of tags you want.....which kind a defeats the whole point

 

The whole reporting on the tags is a pain too and not worth it - you cannot run a report based on B/Sheet and P&L items together and so on....also the tags cannot be archived as they then disappear and then you loose your data.  Basically you will end up with a TAG selection list as long as your arm!!!!!  including all the "no longer used ones" which you would of course want to use for historical reporting.  All you need is the ability to run a TB on the TAGS you want....bingo.....  but no...you have to mess about in the BS and the P&L and and and.....

 

It is a real shame as it was a great idea just not really thought through.  We have since stopped using TAGS as it was causing more work to no benefit - a real shame

 

Oh well - perhaps one day the QB team will listen to their end users 

Rpm47
Level 2

How do I assign different TAGS to different Line Items on a single Invoice or Bill form a Single Supplier or Customer?

Thanks for the support ShopAdmin.  And thanks for highlighting the other limitations of the tag feature.  I was thinking of going the route of posting the bill x times as you noted.  But the other limitations ...  I'd have met those eventually.  You've saved me time.

 

Another area of frustration is with the Scanned Bills feature.  It is a great idea, i could really use it.  But it is so clunky as to be unuseable in volume.  I raised this in detail 9 months ago.  But they don't seem to hear.

ShopAdmin
Level 4

How do I assign different TAGS to different Line Items on a single Invoice or Bill form a Single Supplier or Customer?

No problem at all.  Glad I can be of help

 

Regarding scanned invoices, I use an app called BillBjorn  https://www.billbjorn.com/ and cannot recommend it enough.  You can also find it if you search for it in the Apps.

 

I have tried/tested a lot of the apps for this and found this the best one out there.  It is so much faster and quicker, you can set up your own rules so it can read invoices and post accordingly and also mark as paid if you want.  the one off bills you get are just as easy to process through this app and it does a lot of checking for duplicates too which is handy

 

It has an excellent feature regarding emailing.  If you have a lot of suppliers sending you invoices then just set up a mail forward in your mail box your BillBjorn account and all is done.  Same with credit cards and so on.....awesome.  Just set up the email in your address book on phone or computer etc.... and off you go....

 

If you have set up good rules.....99% of the work is done and you can just review and post - I would always recommend a sense check review and post - although you can select all and post.

 

The only think it cannot do at the moment is bring in bills relating to stock items - that is a critical failing of QuickBooks - not BillBjorn

 

We are a plus £2m business and have a significant amount of invoices/credit card expenses and I would have ditched QBO had I not come across BillBjorn.

 

Have fun and hope it works

 

Rpm47
Level 2

How do I assign different TAGS to different Line Items on a single Invoice or Bill form a Single Supplier or Customer?

Wow! Thanks again ShopAdmin.  Had a quick look at BillBjorn, even the pricing looks good.  Here is a bit more detail about me/us, in case it helps other readers.

 

We are a village shop, so less than 100 supplier invoices per month.   I had been using AutoEntry for that.  Its useful but has annoying inaccuracies and isnt super good at support.  It is now owned by Sage, so action on QB issues may not be their priority. 

 

So I recently changed and now all invoices are scanned at the shop then emailed directly to me.  From those scans, I've been doing my own posting in QB, using Recurring Transactions.  And manually attaching the scanned image to each invoice in QB.  I spend more time than with AE.  But it is more accurate and cheaper.  But i would prefer QBs bill scanning to work better.

 

I'm starting the free trial with BillBjorn.  Thanks again for the tip.

 

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