cancel
Showing results for 
Search instead for 
Did you mean: 
MikeInPS
Level 1

Groups for Tags

I created several related tags before I created a tag group. Can I move those tags into the tag group?

JaeAnnC
QuickBooks Team

Groups for Tags

You certainly can, @MikeInPS. I'll be glad to walk you through the process of moving a tag to a group in QuickBooks Online (QBO).

 

If you've generated tags before creating a group, don't worry. You're free to individually move them anytime so you can track them together at a transaction level.

 

Here's how:

 

  1. Go to the Gear icon and select Tags.
  2. Locate the tag you want to move and click the dropdown icon in the Action column.
  3. Select Edit tag.
  4. Click the Group dropdown and choose the group to where you want to move the tag.
  5. Hit Save.

 

Furthermore, you can run reports for tag groups to see how tagged entries are performing. Since they have money-in and money-out transactions, you'll see how everything in the group impacts your bottom line.

 

Feel free to return to this thread whenever you have additional concerns about tags. We're always around to assist you. Stay safe.

Need to get in touch?

Contact us