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Sc0
Level 2

I can tag AR invoices, but tagging expenses is missing. Where is the tag field for expenses and bills?

Hello. I'm using QB Online. I have tags and tag groups set up. I am able to add tags for AR invoices, but when I insert a new bill or expense, the tag field is completely missing. Why is that?

Solved
Best answer September 01, 2022

Best Answers
Sc0
Level 2

I can tag AR invoices, but tagging expenses is missing. Where is the tag field for expenses and bills?

I found the answer myself. To anyone else looking for the answer: open a new bill or expense, hit gear icon and you should see a check box for tag. 

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5 Comments 5
Jen_D
Moderator

I can tag AR invoices, but tagging expenses is missing. Where is the tag field for expenses and bills?

Allow me to help you resolve this tags issue so you can categorize your expenses and bills, @Sc0.

 

In QuickBooks, tags are used to label invoices, expenses, and bills. If you're unable to use it on a bill or an expense, let's try some browser troubleshooting to resolve it.

 

For now, login to your account in a private web browser. Unexpected issues in QuickBooks are sometimes associated with the amount of data stored in the cache.

 

A regular browser will constantly overwrite itself and will not remove history unless done manually. Private browsing will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

You may try a different browsers too, and see if the problem persists there. If you can use the tags feature in QuickBooks without any issues using the workarounds, clear the cache to start with a clean slate. 

 

When you're interested to know more about the tags feature and how to use them, use the following links:

 

 

Post here again for the result. I want to know if the troubleshooting worked for you or if you have other concerns with tagging your transactions in QuickBooks. I'll be right here anytime to assist you. Have a nice day!

Sc0
Level 2

I can tag AR invoices, but tagging expenses is missing. Where is the tag field for expenses and bills?

I've tried this. It does not work. Any other suggestions?

Sc0
Level 2

I can tag AR invoices, but tagging expenses is missing. Where is the tag field for expenses and bills?

I found the answer myself. To anyone else looking for the answer: open a new bill or expense, hit gear icon and you should see a check box for tag. 

oceanbeachesglass
Level 5

I can tag AR invoices, but tagging expenses is missing. Where is the tag field for expenses and bills?

There are option for use of Tags in the main Settings (the "gear" icon on the Dashboard).

 

In the Sales section, there's an on/off option under "Sales form content" header for Tags.

 

In the Expenses section, there's another on/off option under "Bills and Expenses" for "Show Tags field on expense and purchase forms".  

 

My only issue with the latter is that, at least in my setup, it's redundant to Tag both the PO's and the resulting Bills.

GebelAlainaM
QuickBooks Team

I can tag AR invoices, but tagging expenses is missing. Where is the tag field for expenses and bills?

I would be delighted to help you with your tag setup for the purchase order (PO) and the bill in QuickBooks Online (QBO), @oceanbeachesglass.

 

The option to turn off the tag on either the purchase order or the Bill is currently unavailable. If you don't want it to show on both PO and bills, you can submit feedback to our product development team for this feature in QBO to help improve your experience. Your opinions and feedback with us will be highly appreciated.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Type in your product suggestions, then click Next to submit feedback.

 

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

 

For future reference, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please don't hesitate to reach back if you have any other concerns or suggestions with QuickBooks Online. I'm always here to help you. Stay safe!

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