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