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Connect with and learn from others in the QuickBooks Community.
Join nowHello yuka.
Thanks for dropping by the Community with your question, at this time you aren't able to add Tags to CSV files that import into QBO. This is because CSV files aren't technically QuickBooks files, they're just basic coded files. However, once you import the files you absolutely can add tags. I'm providing you with a few really helpful links I believe you'll enjoy. One shows you how to import/export CSV files and the other shows you all the ins-and-outs of using tags.
If I can help with anything else you need in the meantime, feel free to post down below.
Thanks again for stopping by and have a happy Thursday.
Is this now an option to include the tag field within an import csv file for invoices? The column header on the mapping page has the tag field as an available option; however, the Quickbook Fields column doesn't have a related tag field. If this is now possible to import invoices with tags, what is the formatting needed?
Thanks
Let me share some updates about importing invoices with tags, @craigacs.
I can see the importance of having the option to import tags. Currently, this option is still unavailable in QuickBooks Online.
At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.
Here's how:
In the meantime, you can visit our Apps store and look for a third-party app that integrates well with QBO and allow you to import transactions with tags. Otherwise, proceed to the Apps menu in your QBO account and browse for an app from there.
Additionally, I suggedt checking our QuickBooks blog page from time to time. Here, you'll stay updated on the latest news and happenings in QuickBooks.
Also, allow me to add this article that can guide you through the complete process in case you need to manage your invoices and import data in QuickBooks:
Let me know if there’s anything else I can help you with importing invocies with tags in QuickBooks. It’s always my pleasure to help you out. Have a nice day!
Can you confirm that the Invoice api allows integration with the Tag field? Based on my research, this is not possible, meaning that there is not an app that can do this since QBO doesn't allow it.
These instructions provided below are incorrect.
I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.
Here's how:
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