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Welcome to the QuickBooks Community, @RyanGinLB.
I can see how helpful adding new groups to organize your tags in QuickBooks Self-Employed (QBSE). However, the said option is unavailable. Currently, you're able to manage your transactions by tagging them using the existing or creating a new tag from the Transactions page.
Additionally, you'll have to categorize your transactions each time you add one in QBSE. This way, you're able to put them on the correct line of your Schedule C form. For the step-by-step guide, you can refer to this article: Categorize transactions in QuickBooks Self-Employed.
I'm also adding this article to further guide you in managing your account and freelance transactions in QBSE: Help Articles. It includes topics about banking and mileage tracking to name a few.
Feel free to drop a comment below if you have other concerns about tagging transactions in QBSE or other inquiries. I'm just around to help. Take care always.
Thanks for your quick response. I very much appreciate the information you provided.
It's unfortunate that in QBSE I can only create groups during my initial setup phase and then can no longer create them as I continue to organize my business within the platform. Seems like an odd restriction to have. Thankfully I'm only really using QB to help keep better track of invoicing and expenses instead of just tracking on spreadsheets. My freelancing/self-employment is currently fairly simplistic, so I don't need a very robust set of features. I won't be using the software for tax preparation, so I'm not too concerned about strict categorization either.
Thanks for the tips and links. I will keep them in mind as I evaluate how the platform can support my needs in the future.
How long does it take to be added? I've had my account with QB for almost a year now and still don't have tags which is very essential to me.
It may or may not help you to know I am using the international version (we are using this in Guatemala, so that is what I selected before purchasing the license)
Hello, Dylanger.
I'm glad you find the Tags helpful for your business! I'll give some overview on the availability on the Tags feature.
As of this year, we have already rolled out the Tags feature in QuickBooks Online and the Self-Employed versions. I checked our newsletter updates for the feature and it looks like it is available for all customers.
Though, a cache-related issue can prevent the updates from being applied to your account. Let's rule this out by using an incognito or private browser:
Log in to your QuickBooks Online or Self-Employed account, then check the following options from the Gear menu:
QuickBooks Online: Click the Gear icon, then check for Tags.
QuickBooks Self-Employed: Click the Gear icon, then check for Manage tags.
When you're able to see the options for tags, close out the incognito window then go back to the regular browser. Next, clear the cache to remove the outdated webpage content. You can also use another browser as a solution.
For more details about tags, you can check this article: What are tags and why should I use them?.
Need help managing your business in your QuickBooks program? We've got you covered with our articles and help content. Browse a specific topic in our general support page, then look for an article (change the product by clicking the version under Topics for).
If you have other concerns, please let me know by replying here or posting a new thread. I'll help you out in managing your transactions, books and running reports.
Thanks for your help James. This did not work for me. I have the online version, but also use the desktop app and tags does not appear for either version.
Hi there, Dylanger.
I appreciate all the efforts you've exhausted in performing the troubleshooting steps above.
The Tags feature has been turned on for 100% of US QuickBooks Online accounts so customers can better track how their business is doing. Since it's not showing in both versions, I recommend contacting our technical supports. This way, we'll be able to look into your account in a secure environment ad then enable this option for you. Here's how to connect with us:
To learn more about how tags work in QuickBooks Online, I encourage reading these articles:
I'll be glad to assist you again if you need more help in completing your other tasks. Just add the details in the comment section and I'll take care of them.
The tag option is not available in the QuickBooks desktop 2022 either and there is no gear option to click on at the top of the screen either. My accountant has been trying to get me to use QuickBooks and I have tried it several times only to run into problems every time I’ve used it. It is an extremely frustrating program to use and to say the least I don’t like it!!
QuickBooks online has "tags". which I need. I don't see it in desktop.
Yes, @cmpryor.
Tags are only available in QuickBooks Online. However, I recognize the importance of this feature in your expanding business.
On the other side, all QuickBooks users can provide product ideas anytime. There is no limit to how much or how often you can submit feedback or thoughts to our developers.
Here's how:
We also want to let you know that you, like our developers, can contribute to the enhancements. Intuit Developers is a separate forum where you can find and connect with our developers who can help with app integrations, software development, and creating new QuickBooks business solutions.
Alternatively, visit this site at any moment to stay up to speed on any updates to our program (desktop and online): QuickBooks Product Updates.
I'm adding these links below just in case you're interested:
I'll always be available if you have any additional questions or require QuickBooks assistance. Have a wonderful day!
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