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shawn-samperi
Level 1

Is there a way to tag multiple transactions instead of having to open each one and tag it individually?

You can select multiple transactions and give them a category, but I don't see a way to tag them.
6 Comments 6
Tori B
QuickBooks Team

Is there a way to tag multiple transactions instead of having to open each one and tag it individually?

Hey there, @shawn-samperi.

 

Welcome to Community. Glad to have you aboard.

 

At this time, you won't be able to tag more than one transaction at a time. If you'd like, I can submit product feedback to our product engineers so this can be considered in a new feature update.

 

If you have further questions or concerns, feel free to reach back out anytime. Wishing you and your business continued success. Take care!

 

shawn-samperi
Level 1

Is there a way to tag multiple transactions instead of having to open each one and tag it individually?

That would be a great feature to have, especially being new and bringing in a lot of transactions that need to be reviewed. 

Sarah Bl
QuickBooks Team

Is there a way to tag multiple transactions instead of having to open each one and tag it individually?

Welcome back, @shawn-samperi.

 

I'll be sure to submit the feedback to our Product Development Team. They're always creating new easy to use tools that help you today and grow with you tomorrow.

 

You can also leave feedback at any time inside of your QuickBooks account. Here's how:

  1. Choose the Gear icon at the top, the feedback.
  2. Input your comments or product suggestions, then select Next.
  3. Here they'll suggest Helpful articles related to your comment. You can read them or Skip and send message.
  4. From the drop-down, choose the appropriate category, then choose to Send message.

You can also keep up with our QuickBooks Blog. Here is where you'll learn about new updates or future features that come available.

 

Please know I am always here, lending a helping hand. Don't hesitate to reach back out if you have any more questions or concerns — cheers to a safe and productive week ahead.

krstephe
Level 1

Is there a way to tag multiple transactions instead of having to open each one and tag it individually?

yes, please do!!! :)

lgosolutions1
Level 2

Is there a way to tag multiple transactions instead of having to open each one and tag it individually?

Please add this feature.  Tags are becoming a useful tool

 

ZackE
Moderator

Is there a way to tag multiple transactions instead of having to open each one and tag it individually?

Thanks for joining this thread, lgosolutions1.
 

I can certainly understand how an ability for tagging multiple transactions could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while signed in.
 

Here's how:

  1. Access the Assistant utility.
  2. Click I need help.
  3. In your Type something... text box, enter "Feedback".
  4. Press the Send button.
  5. Choose Add a feature.
  6. Use your text box to create the feature request.
  7. When you're finished, hit Send.
  8. Select Yes.


Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates.


You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives.
 

Please don't hesitate in sending reply if there's any questions. Have a lovely day!

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