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amy-batchman
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

 
78 Comments 78
IamjuViel
QuickBooks Team

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Hello, @amy-batchman.

 

Yes, you can multiples tag to your split transaction. You'd want to add the tag after you split the transaction. 

[video]

You can use these articles for more insights about organizing and tracking your income and expense transactions:

Let me know if you have other questions about managing our transactions in QuickBooks.

vpcontroller
Level 11

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

@amy-batchman 

 

"Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?"

 

No, you can't. Tag is for the entire transaction. You can't tag to each row in a split transaction like you can do for the class. Hope this helps!

swdv-sg
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Without the ability to split the tags, this feature is relatively useless. Since you can't split transactions between locations, there needs to be a way to track more than 1 Class category, revenue/cost center without having an huge chart of accounts.

The system is extremely limiting for a growing business.

DivinaMercy_N
Moderator

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Thanks for joining this thread, @swdv-sg.

 

In QuickBooks Online you can  track transactions using more than 1 class categories. For example, you can assign an item to one or more classes when creating a transaction. Let me walk you through the steps:

 

  1. Log in to your QuickBooks Online account. 
  2. Click the +New button and select the type of transaction you want to record.
  3. Enter the necessary info.
  4. In the Item details section, add a 3 line items for a single item and assign it to different classes.

class.JPG

 

To know more about the class tracking feature in QBO, you may visit this article: Class tracking in QuickBooks Online

 

Then, you can run several class reports to track transactions by class. For the detailed steps here is an awesome link that you can open: Run reports by class.

 

Feel free to leave a reply if you have more questions about class tracking in QBO. I'll be here to answer them for you. Stay safe.

swdv-sg
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

I am aware that there is a Class field. What I need are 2-4 Class Fields, so that I can split the transactions by location and by division and/or department.
I have been directed in the past to projects. For healthcare companies, where their entire A/R- all associated charges (invoices), patients (customers) and payments are housed in a separate HIPAA Compliant system, projects just doesn't really work for us.

Then I'm typically directed to using the location field which can't be applied to split transactions.

Then I'm also recommended sub-accounts which is messy and cumbersome. 

We need better means of tracking by having multiple separate Class Fields to track our revenue drivers (doctors) and their associated expenses (supplies, staffing, etc.).

Most QBO clients would pay more for this feature. We are considering transitioning to another vendor at this point due to these short comings.

Michael Si
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Thank you for clarifying. It would be much more useful if I could tag on the each line of the split. I know about classes and use them but could really make use of tags if they could be on the split. "Hint ... Hint ... Hint"

AlexV
QuickBooks Team

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Hi there, Michael Si.

 

I understand that you want to add a separate tag to split transactions. The best way we can do it is by tagging them after you split the transaction.

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Locate the account, click View register, and find the transactions.
  3. Select it, click Edit and you'll see the Tags option.

Please check these links for your reference:

Leave a reply again if you need anything else. Stay safe!

Michael Si
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

That only allows me to tag the entire expense. It does not allow me to separately tag each category line separately, unless I am blind (which may be the case). 

MarsStephanieL
QuickBooks Team

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Hi there, @Michael Si.

 

You're correct! Currently, the option to a add tag on line items in a transaction is unavailable. You can only put a specific tag on the entire transaction. 

 

I can see that putting an option to add a tag on each line item is a great idea. We will take note of this feedback. 

 

You may also consider checking out this article to give you more insights about tags: What are tags and why should I use them?

 

I've included this reference for your future task about tracking the meaningful segments of your company: Create and manage classes in QuickBooks Online.

 

Please don't hesitate to tag my name in the comment section. It will be my pleasure to help you further. Take care.

spartain
Level 2

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

This is ridiculous! Even the Quicken (very minimal and outdated) program my company was using before you were able to track expenses by line item. For example, we have multiple clients. That incur many expenses. I should be able to tag each line item on an expense since there are multiple clients on one expense in many cases. I would have NEVER instructed the owners to allow me to switch over to Quickbooks Online had I known this was not a feature! Just because an expense is a single transaction, does not mean all the line items within that expense are for the same tag. That makes absolutely no sense! 

 

pat-h
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

I have to agree with the shared frustration on this.  Absolutely ridiculous that you can't associate a tag with different line items on a split transaction.

 

If I deposit several rent checks at once with my bank - the transaction shows up as a single bulk deposit in my QBO account.  So I have to split it by line item when it comes in, but I can't add an individual property tag to each line item.  Very frustrating.

tpaulet
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

I just convinced a friend to start using QuickBooks online.  I agree with the others.  Something that is so simple in Quicken should definitely be an option in QuickBooks.  Without tagging at the transaction line, we will be forced to use Excel to sort and report on items using the description column.  This is totally an unacceptable solution for my friend. 

TuckerV
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

I agree with what is being said here. There needs to be a way to split a transaction and tag each part separately before this feature will be useful. My client is wanting to use this feature to track repairs for it's equipment and without the ability to split an item this will not work. They don't need to use projects, as that feature is built for something different and they would run out of classes if they tried that. QuickBooks please add the ability to tag a split transaction on a line by line basis. Sincerely an advanced pro advisor. 

Bill B
Level 2

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Real world application. Expense Reimbursement invoice with 20 different line items. We need to tag each line item (or not)

She33
Level 2

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

I agree. Very frustrating and pretty useless not having the ability to tag separate lines within a transaction which has been split

natmarie21
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

I just shifted over a client from Quickbooks Desktop, only to realize that we can't actually analyze her revenue the same way without being able to tag individual lines within a transaction. After talking with a QBO representative about tags, I understood that we could still tag items and run reports as we were doing previously in QBD. I wouldn't have moved her to QBO if he had been clear about not tagging individual line items! What should have been less work for me on QBO vs QBD just turned into more work. Disappointing. When is a small business in today's world only paying with checks for a single purpose or not wanting to actually analyze different revenue streams?

Web Pop
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

+1 for being able to add tags to a split transaction

Categories are often used for different types of expenses.

And then tags used on top to keep track of a particular project.

It's a common scenario that a large expense to a single supplier will be for more than 1 project.

Without being able to split up the transaction and tag each split item individually, there is no way to use these tags to keep track of project expenses.

I had no idea this functionality didn't exist when upgrading my account (the only reason I upgraded was for tagging).

Could this functionality please be implemented as quickly as possible? 

I would consider this "essential" to tagging functionality.

Thank you for your help.

Joe_Vannucci
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Please  – Please! – add the ability to TAG transaction SPLITS. I'm evaluating QBO, and planned to switch exactly because I needed the TAG feature, only to find that it's severely crippled in this way.

 

Any typical accounting package (and QB is no exception) is oriented towards tax accounting, and much less towards business finance. Do we keep a separate set of books, organized to show more useful information about the business? Too hard. And frustrating, since the data is already right here, mostly.

 

Tags promise to enable the ability to flexibly report on (mostly) income and expenses, right within the primary set of books – but without affecting those books.

 

The smallest units of either type of reporting - built-in tax-oriented, or flexible tag-based - is the single SPLIT entry tying back to an account in the formal chart-of-accounts. NOT a transaction.

 

Transactions seem an odd thing to base tags on, as they're more about the interaction with other entities (vendors, payees) than they are about the company. They're often groupings for convenience. Sometimes smaller orders - raw materials for several product lines, for instance - are grouped to reach more favorable vendor pricing thresholds.

 

Just like built-in reporting reports on transaction SPLITS, so will TAGs be useful only if they can do the same.

 

RCV
QuickBooks Team
QuickBooks Team

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Providing the best experience with the product is what we aim for, Joe_Vannucci.

 

We understand how important it is to add a separate tag to split transactions. What we can do is by tagging them after you split the transaction. Let me show you how: 

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Locate the account, click View register, and find the transactions.
  3. Select it, click Edit and you'll see the Tags option.

 

If this is something our engineers need to look into, you can submit product suggestions by following these steps:

  1. Click the Gear icon at the top. 
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online (QBO). You can track feature requests through the QuickBooks Online Feature Requests website. Additionally, you can keep an eye on our QuickBooks Blog to stay up-to-date with the latest news. To know more about how the Tag feature works, see the articles below: 

Feel free to post again if you have questions about your account. I'll also address other QBO concerns you might have. Have a great day ahead.

Joe_Vannucci
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Have you actually tried that? Or read this thread? It's been mentioned by QB employees (incorrectly) more than once. What you suggest is to simply tag the entire transaction after the splits are made. Before or after, it doesn't matter. The whole point of this thread is that we need to tag each split separately.

Cindy H2
Level 2

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

I have to agree with the others. I was hoping to do the same thing.  I just upgraded to have the ability to use classes, thinking I could do it with that.  But it turns out you can only use one class per transaction line.  So now I have reports with Tags and reports with Classes.

 

emmaslw
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

I desperately need this function too.  I need to be able to show a portion of salary against a funding source (along with a lot of other expenses).  Was hoping to just tag the funding and the expenses against it.

 

Please add this feature!

KathCath
Level 1

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Regarding adding multiple tags to a split transaction:  can that be done in Essentials?     You mention a video but there is no link.   

SashaMC
Moderator

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Thank you for chiming in on the thread, KathCath. There is a workaround you can use to add multiple tags to split transactions in QuickBooks Online Essentials. I encourage you to follow the steps my colleague @RCV mentioned above. You can refer to this video to learn more about tagging in QuickBooks. If you have any questions, don't hesitate to let us know. This is why we are here to help! Take care.

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