THIS DOES NOT WORK. ARE YOU NOT UNDERSTANDING THAT THIS NEEDS TO BE A FEATURE. MORE OFTEN THAN NOT THERE ARE EXPENSES FOR MULTIPLE THINGS. THIS NEEDS TO BE AN ADDED FEATURE OR I WILL BE LEAVING QUICKBOOKS ONLINE. HOW MANY PEOPLE DOES IT NEED TO TAKE TO TELL YOU THERE NEEDS TO BE A FEATURE BEFORE YOU WILL ADD IT? I AM COMPLETELY DISAPPOINTED WITH YOU QUICKBOOKS. YOU OBVIOUSLY DO NOT CARE ABOUT THE PEOPLE THAT ARE USING THIS PROGRAM AND PAYING MONEY FOR IT. 

Any chance this feature can be incorporated into an upcoming release? It would be very useful to be able to tag the line items in split transactions separately so that reporting by tags can be accurate.

Thanks for joining this thread and sharing your feedback about tags on split entries, @cmini,

Before our developers release product updates, they are going through a wide range of feedback. They try to navigate a path forward with accessibility leading and wanted to be very thorough with the enhancements to make our program efficient to use.

Please know that our engineers are working hard toward this goal, but we can't provide the turnaround time since they work on this internally.

Despite that, we want to make sure your voice to be heard and be put in action. If you have any product suggestions to our developers about our report preferences, tap the Gear icon and choose Feedback under Profile.

Please note that I am here if you need further assistance with anything in the program. Just mention me anytime to notify me. Have a nice day!

I too need this exact same functionality.  When can we expect this feature to be built in?

Has this issue been resolved? I've noticed that all threads QB's doesn't even listen to their customer and their needs. This is a simple function that they act as though we are asking for mountains to be moved. QBO, is this fixed or not?

What is the workaround? This video doesn't have anything to do with tagging line items from split transactions, and the steps from @RCV don't solve the problem either. 

This is a critical feature to make tags at all usable. An example: we get one transaction to our bank from our membership software. It might include payments for courses, membership dues, donations, etc, so we split it when categorizing it. If I can't use tags on each line item, that means I can't use tags to track donors or fund targets and I can't use tags to track individual course revenue. A tag on this overall transaction is meaningless

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

Let me guide you on how to add different tags to each of the items on a single Invoice for one customer in QuickBooks Online. 

Here's how: 

1. Go to the Plus icon on the left side, then choose Invoice. 
2. Select a Name in the drop-down arrow. 
3. Enter all the transactions for that customer. 
4. In the Tags section, select all the appropriate tags. Make sure each tag has a different group. So you're able to apply it. If you don't have one yet, you can create a group with a tag. 
5. Hit Save and close. 

You can also write a word in the Message on statement box to easily locate the invoice. 

After that, let's access your Transaction List by Tag Group to review the transactions. You can customize it to show the specific details. Let me guide you how: 

1. Go to the Reports tab on the left pane. 
2. Type Transaction List by Customer tag Group in the search box. 
3. Click the Customize button. 
4. Choose a Report period in the drop-down. 
5. In the Row/Columns, pick Transaction Type. 
6. Under Columns drop-down, choose the group name. 
7. Tap Run Report. 

You can also hit Save Customization to save the report. It will save on the Custom report page. Memorizing reports in QuickBooks, it’ll help you save time since it automatically updates every time there are newly added transactions.

You also have an option to turn on the Automatic send email reports feature in QBO. For more information, visit this article: Set schedule and email information for a memorized report.

Tag feature works, see the articles below: 

• Tag transactions in QuickBooks Online
• What are tags and why should I use them?
• How to use tags

Additionally, please visit our help articles page. This page contains a lot of information about managing customer's payments, transactions, reports, and other related topics. 

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great weekend.

Sasha

When I try that workaround and edit the record in the chart of accounts, it provides the same functionality to tag all splits of the transaction.  The goal of the users on this thread as well as myself is to be able to apply different tags to the splits of the transaction.  Is this at all possible?

If you read the thread that is not what we are talking about here. I know how to add tags to my invoices. What we are trying to do is for example: I cut a check to vendor A. This check has multiple charges associated with different customers. If the check is $100.00, let's say $20.00 is for Customer 1, $45 is for Customer 2, and $35 is for Customer 3. There should be a capability to tag each expense itemization on this one check to different customers. SHOW ME HOW TO DO THAT!!

Once again, this is not what we are all talking about. 

Check is cut to vendor. Vendor check is a total of $100.00 broken down like below:

Customer A - $20.00

Customer B - $65.00

Customer C - $15.00

Each line item on this check should have an area where you can tag which customer it is for. 

WHERE IS THIS FEATURE!!!

Hello there, livewire530.

I appreciate your time to let us know the results of the steps you've done.

I understand that you wanted to edit the record in the chart of accounts. However, that option is unavailable in QuickBooks Online.
For now, you can follow the workaround as mentioned by my peer on this thread. We'll take note of your concern and send it to our Product Development Team to help improve your QuickBooks experience.

I encourage visiting our QuickBooks blog from time to time to stay current with our new product updates. 
In addition here's an article that can read to help manage your tag transactions In QuickBooks Online.

Let me know if you have other concerns in managing your transactions. I'm always here to help.
 

The work around is inefficient and a huge waste of time. You all need to add this feature. It is a critical part of classifying expenses in pretty much every type of business. Needs to be fixed. 

I couldn't agree more.  Tags are not useful to my organization without the ability apply different tags to split items.

How is it that most QB employees inability to comprehend the issue is only matched by QB inability to rectify and properly address this pressing issue, more then a year after this thread was initiated?

Adding your desired feature is a great help to optimize your QuickBooks navigation, @Need_To_Do_Better.

To make this possible, let our product developers hear your thoughts and suggestion. To do so, you can send them your feedback within QuickBooks Online (QBO). Here's how:

1. Go to the Gear icon.
2. Choose Feedback.
3. Enter your comments or product suggestions. Example: Need to add Tag option on the split transactions in QuickBooks Online. 
4. Then click Next to submit feedback.

Once done, you can visit our QuickBooks Online Feature Requests website to track feature requests. Then, to see the latest updates and new features added, checkout our QuickBooks Blog.

Should you need any resources that you can bookmark or save for future use? You can always found it here on our QuickBooks Help articles page. Simply type a keyword or phrases of your concern on the search field or select any of the categories displayed to start browsing. 

I’m always here in the Community if you need more help about tagging your transactions in QBO. Just post a reply below to notify me of your response. Take care always.

I completely agree with others, we have been waiting for this feature for almost a year now. And it makes us lose trust in the QB product, especially because the QB team is not even able to acknowledge the issue and/or provide a timeframe when it would be available. Most of the replies keep posting about general tutorial on how to tag a transaction and not the items!! It is extremely crucial for a business to track their expenses by categories/tags. Even more important because there is not even a workaround to do this in QB right now, what are we supposed to do?  I don't even know why tags feature was launched with such a gap in the first place, IMO it's currently not a minimum viable product right now unfortunately. Could you please provide a timeframe when this would be available, so we can make an educated decision?

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

At this time, there's no specific time frame when the Tag feature (apply different tags to split items) will be added in QuickBooks Online (QBO). In the meantime, we can tag 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.

Once done, you can submit product suggestions to our product engineers 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: 

• Tag transactions in QuickBooks Online
• What are tags and why should I use them?
• How to use tags

The Community will always have your back if you have questions about your account. I'll also address other QBO concerns you might have. Take care always. 

This video has nothing to do with the question at hand.  Please provide a workaround for a situation where I have a Check #245 for $3,000.   I need to split this transaction between two expense categories: personnel ($2500) and travel ($500).  I also need to tag each expense category with a unique tag: Contractor ($2500) and Outreach ($500).  Currently, the tag feature will only let me tag the entire transaction ($3000).  This simply does not work for my needs. In fact the entire tag feature becomes useless without the ability to tag split items uniquely. 

Hi MNSHCMark!

Thanks for joining us here. Let me help you in categorizing your check.

QuickBooks Online allows you to select more than one category when creating a check. Simply use the Category details section, then select the Personnel and Travel categories and enter the corresponding amount.

Currently, the Tag is only for the entire transaction. However, we offer different tracking features. I recommend using the class tracking in QuickBooks Online. With this, you can also run reports by class and set up a budget for each class.

Please visit our expenses and vendors page if you need references on how to manage your expenses, bills, checks, and suppliers.

Comment again here if you need anything else. We'll respond as soon as we can.

So,  Here we are in November and this very valid customer concern has not yet been addressed.  It seems as if customers do not listen to customer requests.

The inability to tag individual entries in a split transaction makes the TAG feature USELESS.  You are basically telling me is, if I want to use the tag feature accurately, when I go to my ...let's say Walmart for example... and I want to buy notepad, pens and pencils for my office supplies,  oil, spark plugs, and wiper blades for my company trucks, gloves and reflective vests for safety equipment, and a bottle of brandy for my mental health....that I have to purchase these items SEPARATELY if I want to TAG them for a TAG report.

Hello, SOUTHSTREETMOTORS.

I also see the importance of categorizing my own data whenever I compile my receipts or personal transactions. In case you haven't done it yet, I have a workaround you can do to help you categorize your line items on a single transaction. 

You'll want to use the Class tracking feature in the meantime. Make sure to enable the One to each row in transaction setting. Here's how: 

1. Go to the Gear icon, then select Account and settings.
2. Click the Advanced tab. 
3. Under Expand Categories, then toggle Class tracking to On.
4. From the Assign classes drop-down menu, select One to each row in transaction. 
5. Click Save, then Done. 

You can add your classes by going to the Gear icon, selecting All list then Classes. Click the New button to add a new class. 

When you create a transaction, the Classes column will be available on each line item for you to assign your classes. 

I would also suggest sending feedback to our developers if you haven't already done so. Go to the Gear icon, then select Feedback. 

Our developers will consider your request and improve the way how tagging works in a split transaction in the future. 

If you need help running and customizing basic reports for your transactions, you can check this article for a guide: Run reports in QuickBooks Online. 

I'm here to listen if you have any other concerns about managing your transactions in QuickBooks. Do you have any questions with the features? Please let me know and I'll help you out. 

These instructions about "classes" are only for the QBO Plus plan.    We have the Essentials plan.    No “classes” function.   Only “tags”.   And again, tags only work for an entire transaction.   Cannot tag each line item separately.  That is the feature we want, along with many other customers in this thread.  We don't want to upgrade to Plus in order to add "classes" and then have a confusing mix of "classes" and "tags".   That is NOT a solution.   Please just expand the functionality of "tags" for all customers, including us on the Essentials plan.  

Just adding on to the collective dismay on this not being able to tag by line item in a split transaction.    Really limits a businesses ability to do job costing.   

This has to be the funniest support thread I've ever seen. Clueless support reps regurgitating some script over and over again, completely disconnected from the problem.

And the couple of reps that understood that the feature is unavailable, are telling people to submit a request?? 

Can't you use a Request Management Tool, like Canny or any other, to vote on already existing requests like this one (that's been here for over a year)?

Starting my search for a Quickbooks alternative today.

PS: Can't wait to see the reply to my message, telling me to tag the whole transaction after I've split it lol