Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
Showing results for 
Search instead for 
Did you mean: 

Tag transactions in QuickBooks Online

Find out how to use tags and group tags to get deeper insights into your sales and expenses.

Tags are customizable labels that let you track transactions however you'd like. You can tag invoices, expenses, and bills. Group tags together and run reports to see how specific areas of your business are doing. They don't impact your books. Instead, they're a way for your team to track the info that matters most to you.

Step 1: Create tag groups

Start by creating groups to put tags into:

  1. Go to Settings ⚙ and select Tags.
  2. Select the New ▼ dropdown and then Tag group.
  3. Give the group a name.
  4. Select a color from the ▼ dropdown.
  5. When you're done, select Save.

Let's say you run an event company. You may want to see how much you earned and spent on events this year. Create a group called "events." Then create tags for specific events and add them to your events group.

Step 2: Create new tags and tag transactions

You can create tags while you're working on a form, like an invoice or expense:

  1. In the Tags field, enter the name of the tag you want to create. Then select + Add.
  2. Select one of your groups to add the tag to it.

This creates the tag and tags the form. To add existing tags to forms, simply enter the name in the Tag field and select it.

Note: You can add as many tags as you'd like, but you can only choose one tag per tag group.

Step 3: Get insights from tags

Run reports for tag groups to see how tagged transactions are performing:

  1. Go to the Banking menu or Transactions menu and select Tags.
  2. Find a group on the list.
  3. Under the Action column, select Run report.

Since groups have both money in and money out transactions, you'll see how everything in the group affects your bottom line.

Next steps: Edit tags and tag groups

  1. Go to Settings ⚙️ and select Tags.
  2. Find the tag or tag group you want to edit.
  3. Under the Action column, select the Run report ▼ dropdown. Then select Edit tag or Edit group.

Was this helpful?

You must sign in to vote, reply, or post
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us