cancel
Showing results for 
Search instead for 
Did you mean: 
rgrabows
Level 1

how do I download tags applied in the American Express account to QuickBooks OnlLine

American Express allows my team mates to select tags for transactions when they are logged into their American Express Accounts.  How do I download these tags to QuickBooks Online along with the transactions?

4 Comments 4
Candice C
QuickBooks Team

how do I download tags applied in the American Express account to QuickBooks OnlLine

Welcome, @rgrabows

 

It's great to see a new face here in the Community. Let me share some information about tags in QuickBooks Online. 

 

The best way to have tags on these particular transactions are by manually adding them. Here's how to get to the tags feature and add new ones: 

 

  1. Go to the Gear (Settings) icon in the top right-hand corner. 
  2. Under the "Lists" column, pick Tags
  3. Select the New green button and choose Tag or tag group

 

To be sure what's best for your business, check out this guide: Tag transactions in QuickBooks Online.

 

If you run into any trouble, don't hesitate to come back. We're always here to have your back. Wishing you and your business continued success! 

rgrabows
Level 1

how do I download tags applied in the American Express account to QuickBooks OnlLine

Thank you, but I don't think this answers the question about how to have data download with my American Express Transactions

rgrabows
Level 1

how do I download tags applied in the American Express account to QuickBooks OnlLine

Thank you, but I don't think this answers the question about how to have data download with my American Express Transactions

my-answer-is-nonsense
Level 5

how do I download tags applied in the American Express account to QuickBooks OnlLine

@rgrabows they don't have straightfoward answers here, so I'll do it for you. What she's saying is the tags are not included so you need to enter them manually.

Need to get in touch?

Contact us