How to create new group tags?

Hi @davidson0301,

It's nice to see you here in the Community forum. There are a few ways to create tags in QuickBooks Online (QBO). Tags can be assigned while completing forms such as invoices or expenses. Let me walk you through the steps to set up tag groups.

Here's how:

1. Click the Manage tags hyperlink.
2. In the Manage your tags section, select the Create group button.
3. 
4. Enter the group name and assign your tags to that group.
5. Click Save.
   

After creating the tag, you can apply it to new and existing expenses, bills, and sales transactions. Just click Edit on each data. Then, add the tag in the Tags section to use the tag on existing ones.

We can also run the Transaction List by Tag Group and Profit and Loss by Tag Group Report and customize it to view your data according to your preference.

You can always get back to this thread if you need additional assistance utilizing the Tags feature or tracking your transactions in QBO. I remain prepared to provide the help you need.

Hi @davidson0301,

I just wanted to check in and see how things are going. Did the solution we shared fix the issue for you, or are you still experiencing some difficulties?

I'm happy to help further if you need any more assistance!