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becca_w12
Level 1

how to manage tags for quickbooks online

I need to know how to add new tags and delete old ones

Solved
Best answer 3 weeks ago

Best Answers
Jayson_E
QuickBooks Team

how to manage tags for quickbooks online

Hello, Becca.

 

You can manage your tags in QuickBooks Online by going to the All Lists section under the Settings menu.

 

Here's how to add a new one:

 

  1. Navigate to the Gear icon (Settings).
  2. Select All Lists and click Tags.
  3. In the Tags window, click the New drop-down to create a new tag.
  4. Fill in the necessary fields and hit Save.

 

On the other hand, here’s how to delete it:

 

  1. Follow steps one and two above.
  2. Tick the box for the tags you want to remove.
  3. Once done, click Delete tags, then confirm by selecting Yes, delete.

 

Additionally, please note that the steps above apply to existing users who have previously used the Tags feature before it was discontinued.

 

Please add a reply below if you have any additional concerns.

View solution in original post

2 Comments 2
Jayson_E
QuickBooks Team

how to manage tags for quickbooks online

Hello, Becca.

 

You can manage your tags in QuickBooks Online by going to the All Lists section under the Settings menu.

 

Here's how to add a new one:

 

  1. Navigate to the Gear icon (Settings).
  2. Select All Lists and click Tags.
  3. In the Tags window, click the New drop-down to create a new tag.
  4. Fill in the necessary fields and hit Save.

 

On the other hand, here’s how to delete it:

 

  1. Follow steps one and two above.
  2. Tick the box for the tags you want to remove.
  3. Once done, click Delete tags, then confirm by selecting Yes, delete.

 

Additionally, please note that the steps above apply to existing users who have previously used the Tags feature before it was discontinued.

 

Please add a reply below if you have any additional concerns.

Jayson_E
QuickBooks Team

how to manage tags for quickbooks online

Hi, Becca.
 
I’m following up to see if the solution we provided worked for you.
 
Did it resolve the issue, or are you still experiencing difficulties?
 
We're happy to assist further if you need any more help.

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