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slsjr2
Level 1

Can you add Tags to a column in expenses?

I add a tag to vehicle expenses so I can see in reports later, but the tags reporting and visibility is limited. Can you add this to a column or a filter list?

6 Comments 6
IrishA
QuickBooks Team

Can you add Tags to a column in expenses?

Yes, you can add tags to your expenses by navigating in the +Create menu, Slsjr2. 

 

Here’s how to do it:
 

  1. Go to the +Create menu.
  2. Select Expenses under Vendors.
  3. From the transaction, you can add Tags.
  4. Enter the transaction information.
  5. Finally, click on Save and Close.

 

You can generate the Transaction List by Vendor. These reports offers a detailed overview of all your expenses, including a Tags column that indicates whether a tag was applied to each expense by filtering the report.

 

To run the Transaction List by Vendor report:

 

  1. Navigate to the Reports menu.
  2. In the search field, search for Transaction List by Vendor.
  3. On the Filter option select the tag names you created.

     

After generating the report, you'll see a list of all your expenses within that time frame, including a Tags column that shows whether each expense has been properly tagged or not. This will help you ensure that all expenses have been appropriately categorized and that none have been missed.

 

If you have further questions or need additional assistance, please feel free to comment below.

slsjr2
Level 1

Can you add Tags to a column in expenses?

Not what I'm asking. 

 

I want to be able to see the tags in a column under expenses and income.  There's no option to add tags as a column header. There's and no option to search for it and no option to even report by tag name.

slsjr2
Level 1

Can you add Tags to a column in expenses?

Not what I'm asking. 

 

 

 

I want to be able to see the tags in a column under expenses and income.  There's no option to add tags as a column header. There's and no option to search for it and no option to even report by tag name.

slsjr2
Level 1

Can you add Tags to a column in expenses?

Not what I'm asking, let me try to be more clear.

 

I want to be able to see the tags in a column under expenses and income.  There's no option to add tags as a column header. There's and no option to search for it and no option to even report by tag name.

slsjr2
Level 1

Can you add Tags to a column in expenses?

That's not what I'm asking, let me try to be more clear.

 

I want to be able to see the tags in a column under expenses and income, maybe all transactions. 

But there's no option to add tags as a column header. There's and no option to search for it and no option to even report by tag name logically when you can interact with results. 

 

Nicole_N
QuickBooks Team

Can you add Tags to a column in expenses?

Thanks for clarifying your concern, Slsjr2.

 

When generating an expense or income report, you can utilize the filter options to view transactions categorized by specific tags.

 

If you wish to view tags in expense and income transactions outside of reports, this isn't possible. 

 

Tags cannot be added as a column header in transaction lists like the expenses or income table; however, they can be made visible in the modern view reports by customizing them. I'll show you how:
 

  1. Go to the Reports section and enter a specific income or expenses report. We can use the sample report generated by my colleague above, which is the Transaction List by Vendor report.
  2. Be sure to select the appropriate date range for the transactions.
  3. Click on the Columns button at the top of the report.
  4. From the More Columns section, search for the Ungrouped Tags and tick the box.


     
  5. Go to the Filter icon and select the specific tags you want to display in the report.


     
  6. Once customized, you’ll see transactions grouped or filtered by the selected tags.

 

If you have more questions or QuickBooks concerns, please leave a reply below. We'd be glad to assist. 

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