cancel
Showing results for 
Search instead for 
Did you mean: 
evelynsovadmin
Level 2

How to set up tags and groups

Following is the information that popped up today in QBO, but WHERE do I find the "Transactions Menu" with the "Tags" tab mentioned in the instructions? I have looked in Chart of Accounts and in the Gear for general settings and everywhere else I can think of. There is no other info in the community on this. I'd appreciate any help. Thank you!

Tags 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. They don't impact your books. Instead, they're a way for your team to track the info that matters most to you.

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.

You can tag invoices, expenses, and bills. Group tags together and run reports to see how specific areas of your business are doing.

Step 1: Create tag groups

Start by creating groups to put tags into:

  1. Go to the Transactions menu and select the Tags tab.
  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.
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. Select the Tags field.
  2. Enter the name of the tag you want to create. Then select + Add.
  3. 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 the Tags tab.
  2. Find a group on the list.
  3. Select the Action ▼ dropdown and then 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. Select the Action ▼ dropdown and then Edit.

Was this helpful?

YesNo
  •  
 
 

 

Solved
Best answer February 19, 2020

Best Answers
john-pero
Community Champion

How to set up tags and groups

From the "help" menu on my version

 

Note: If you don't see Tags, don't worry. We're adding this feature to new companies all the time. We hope to turn on tags for everyone soon.

 

As David Carradine always hated to hear each week on Kung-Fu (the TV show) "Be patient, grasshopper" lol

 

BTW, QB has a long history of announcing features way before they are fully introduced. IMO, they should add enhancements (if that's what these are) quietly, without fanfare, and then announce and explain when everyone is live. Now it is akin to being called for dinner and getting to the table and the table is bare.

View solution in original post

30 Comments
john-pero
Community Champion

How to set up tags and groups

From the "help" menu on my version

 

Note: If you don't see Tags, don't worry. We're adding this feature to new companies all the time. We hope to turn on tags for everyone soon.

 

As David Carradine always hated to hear each week on Kung-Fu (the TV show) "Be patient, grasshopper" lol

 

BTW, QB has a long history of announcing features way before they are fully introduced. IMO, they should add enhancements (if that's what these are) quietly, without fanfare, and then announce and explain when everyone is live. Now it is akin to being called for dinner and getting to the table and the table is bare.

View solution in original post

evelynsovadmin
Level 2

How to set up tags and groups

Thank you!

htinternational
Level 2

How to set up tags and groups

I have two business and use Quickbooks for both with exactly the same plans. In one I am able to use TAG, which is great for management and control, but in the other business I cannot access TAG at all. How can I have this solved? I really need to use it.

htinternational
Level 2

How to set up tags and groups

Hi There!

 

I have been trying to use this TAG's and waiting for this implementation since February without success. We really need to use this in our control in order to separate distinct projects and billings.

 

So, PLEASE QUICKBOOKS, help us out here and allow this use for TAG for us ASAP.

 

Thanks,

htinternational
Level 2

How to set up tags and groups

We need this TAG as soon as possible please...

Tawni
Level 3

How to set up tags and groups

PLEASE ADD for everyone!!! Very frustrating!

Pat2439
Level 1

How to set up tags and groups

EXTREMELY frustrating!!!  PLEASE ADD ASAP. Especially now that we have to track PPP funds!!!

AZARCHITECTURE
Level 2

How to set up tags and groups

I dont have this in my account yet

JessT
QuickBooks Team

How to set up tags and groups

I'm glad you're interested in Tags, AZARCHITECTURE!

 

Like what John said above, we're working on getting this new feature available in all QBO accounts. Please stay tuned.

 

Here are some useful articles for your reference in the future:

Feel free to give us a short reply if you have questions with Tags.

Cmorec
Level 1

How to set up tags and groups

I just had tags added to my business. I think it looks AMAZING... However, when I click on Tags, the little green circle spins and it locks up QBO. I can't get to it. Even though I have the option for it under transactions, there is no field for it when I'm looking at an expense. So all I can see is the Tags header (page doesn't load) and the help articles. Any idea what I can do?

JonpriL
Moderator

How to set up tags and groups

Hello @Cmorec,

 

There are times that your browser is full of frequently-accessed page resources, thus causing websites, like QuickBooks Online (QBO), to act weirdly. This can be the reason why tags and its function is not working as expected.

 

Let's consider logging into your QBO account using a private browser so we can isolate this issue. To do so:

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P

If this works, you can clear your regular browser's cache so the system can start fresh. But if you get the same results while using a private browser, use a different browser instead.

 

Lastly, here's an article you can read for ideas about how you can tag your transactions: Tag transactions in QuickBooks Online.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to help.

Cmorec
Level 1

How to set up tags and groups

Thank you so much for giving me some things to try. I followed those steps (trying to go to the Tags page in a normal window and a private window) in Microsoft Edge, Internet Explorer, Firefox, and Chrome. It did the same thing in all 4 (except almost nothing would load in internet explorer, so I know not to try that browser again). Do you have any other ideas on why might be blocking this page?

JonpriL
Moderator

How to set up tags and groups

You're on the right track, @Cmorec.

 

The Internet Explorer app has been removed and is not part of the supported browsers to use when working with your business in QuickBooks. Since you still have the same results, I'd recommend contacting our Customer Care Support.

 

With their tools, a specialist can pull up you're account, securely, and create a ticket associated with your account to be submitted to our engineers for further investigation about this unexpected behavior. To do so:

  1. Go to Help.
  2. Tap Contact Us.
  3. Enter Green Spinning Circle - Tags in the What can we help you with? field.
  4. Click Let's talk.
  5. Select Get a callbackChat, or Call us.

In addition, here's an article you can read to learn more about our support hours and types: Support hours and types.

 

Lastly, I've got you these helpful articles for ideas about how you can work well with your business in QuickBooks: Help Articles for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll always be around, ready to help.

AZARCHITECTURE
Level 2

How to set up tags and groups

Hello,

I don't have Tags in my account. When is it going to be added in my configurations?

 

Thank you

AZARCHITECTURE
Level 2

How to set up tags and groups

Hello,

I don't have Tags in my account. In the screenshot attached you can see the Tags option doesnt appear yet. I

 

Thank you

Charies_M
Moderator

How to set up tags and groups

Thanks for coming back and I appreciate the screenshot, AZARCHITECTURE.

 

The Tags and Groups option is a beta feature added in QuickBooks Online (QBO). This means that the said feature is available to selected companies in the meantime to test its functionality.

 

If you don't have the Tags option yen, don't worry. Our developers are working on adding this feature to a large number of users.

 

For now, I encourage you to visit our QuickBooks blog. From there we share the latest QuickBooks news and feature updates of the product.

 

You can also have these resources to know more about using tags and groups in QBO:

Drop me a reply if you have additional questions. I'd be more than happy to help, Keep safe and have a wonderful day ahead!

cine42
Level 1

How to set up tags and groups

I see Tags but have no option to create a new tag.

cine42
Level 1

How to set up tags and groups

I see Tags but was only able to create one group. I don't have the option to create more.

JamesDuanT
Moderator

How to set up tags and groups

Hello there, cine42.

 

There are different ways to create tags in QuickBooks Online. Let me laid every steps I know about this:

  1. Click Banking on the left menu and go to the Tags tab.
  2. Click the New button and select Tag.
  3. Enter the Tag name and assign it to a Group.
  4. Click Save.

Or

  1. Open an invoice or any transactions.
  2. Click the Manage tags hyperlink.
  3. In the Manage your tags drawer, click the Create tag button.
  4. Enter the Tag name and assign it to a Group.
  5. Click Save.

Or

  1. Click the Gear icon in the upper-right corner and select Tags.
  2. It will route you to the Tags tab after you click the Banking menu.
  3. Click the New button and select Tag.
  4. Enter the Tag name and assign it to a Group.
  5. Click Save.

You can use these links to know more about tagging in QuickBooks Online: 

Meanwhile, cache helps your browser's background processes run smoothly. However, it can also cause issues when piled up. Here's how to get rid of any-cache related concerns:

  1. Open a private browser and log in to your QBO account. It uses but doesn't store cache.
  2. If you can create tags successfully, we can go back to your regular browser and clear the cache.
  3. Other supported browsers are good alternatives, too. Each of them uses a different cache.

We got your back if you need anything else. Have a great day!

evelynsovadmin
Level 2

How to set up tags and groups

Tags feature was just activated in my account today - thank you! It is a very useful feature.

Jessica_young
QuickBooks Team

How to set up tags and groups

Hey, @evelynsovadmin!

I agree, tags are a great tool and I'm so happy to hear that they are working well for you!

 

Please don't hesitate to reach out to the Community with any questions you may have on them, or anything else! Take care.

Candis_Closet
Level 1

How to set up tags and groups

Hello,

I'm sorry to jump in here but haven't had any luck finding the answer to my question about tags. I just imported 300+ transactions and would like to tag all of them, however, I am only able to do them one at a time :( is there a way to add tags to multiple transactions at once? If not, I believe this would be a great time saving feature. Thank you again for any help.

Candis_Closet

JenoP
QuickBooks Team

How to set up tags and groups

You found the right place to ask about assigning tags, Candis_Closet.

 

Yes, there's a way to assign tags to multiple transactions so you don't have to do it one at a time. I'd be glad to share these steps with you: 

 

  1. Go to the Tags tab under your Banking menu.
  2. Click the See all untagged transactions link.
  3. Select all transactions that you will be adding tags.
  4. Click Update tags, then select Add tags.
  5. Type in the tag that you want to assign.
  6. Click Apply

I'd also like to share these articles about using tags for more details and reference: 

 

Let me know if you have other questions. 

 

tag.PNG tag2.PNG tag3.PNG

RyanGinLB
Level 1

How to set up tags and groups

I'm just setting up my account and I only chose 2 tag groups during my setup.  But I now would like to add new groups to organize my tags.  When I go to manage my tags, I can add new tags but there is no option to create new groups.  I can use the 2 groups I already chose or just choose "ungrouped".

 

How do I go about adding new GROUPS for my tags?  I'm currently using the Freelancer version, so I don't know if there are specific limitations to that actions that I can perform in regards to this particular function.

 

Thanks in advance for any help you can provide!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up