Is it possible to add sales receipts from more than one customer to one project?

Let me help you track income and expenses for an event, chanscar.

The option to record those sales receipts to the one project for the event is unavailable in QuickBooks Online (QBO). The best thing we can do is use the Tags tracking features. When running an event company, you can see how much you earned and spent for each event.

Then, add as many tags as you like to a transaction though we can only choose one tag per group. Create a group called "events" make tags for specific events and add them to your events group. Here's how: 

1. Go to the Gear icon on the top menu and select Tags.
2. Click the New ▼ dropdown and then Tag group.
3. Give the group a name.
4. Select a color from the ▼ dropdown.
5. When you're done, press Save.

Once done, create tags while you're working on a form, like an invoice or expense. Here's how:

1. In the Tags field, enter the name of the tag you want to create. Then select + Add.
2. Select one of your groups to add the tag to it.
3. This creates the tag and tags the form. To add existing tags to forms, simply enter the name in the Tags field and select it.

You can check out these articles on how to use tags and group tags to get deeper insights into your sales and expenses:

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

The Comments section below is the best place to ask questions or post any other concerns if you have any. Don't hesitate to give me a shout and I'll be with you right away.

Thanks for this answer. The only problem I've run into now is that a Tag applies to the whole transaction. Therefore, if I have a split transaction, there is no way to tag the portion of the transaction that the tag applies to, correct?

Thanks for getting back into this thread, @chanscar.

Yes, you're correct that the tag feature can only be added per transaction and is not possible with split transactions. You're unable to tag a specific line item on your sales receipts. You may visit these articles for more details about this option:

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

If you need to group income and expenses for things like job costing, budgeting, or fund accounting, I suggest using the classes feature. It's also best to use classes to track specific line items in your transactions.

Additionally, you can visit this resource to check the available reports for your versions that can help you manage your expenses or other transactions: Reports included in your QuickBooks Online subscription.

Feel free to get back to me here in the Community space if you need further assistance with managing sales transactions. I'll also address other QuickBooks-related concerns you might have. Have a great day ahead.

Thanks again for your response. I am looking at my options and see I can run a P&L by Class however I cannot filter by tag which I would like to be able to do. Is there a way to achieve that?

We appreciate you getting back in the thread, chanscar.

I'll share information regarding the ability to run Profit and Loss by Class and filter it by tag.

In QuickBooks Online, filtering the Profit and Loss by Class report by tag is unavailable. However, you can also run Profit and Loss by Tag Group separately, which you can filter by class.

Here's how:

1. In QuickBooks Online, head to Reports.
2. Enter and select Profit and Loss by Tag in Find in the Find by name field.
3. Choose the appropriate Report period, then Run report.
4. If you want to filter it by class, click the Customize button.
5. Go to the Filter section and tick the Class box.
6. From the dropdown beside Class, select All or the specific class.
7. Once done, hit the Run report button.

For more information about personalizing your reports, refer to this article: Customize reports in QuickBooks Online.

On the other hand, you might want to review these resources whenever you want to export reports or save their current customization settings for future use:

• Export your reports to Excel from QuickBooks Online
• Memorize reports in QuickBooks Online

Keep us updated in the Community if you have additional questions about running and customizing reports or other related concerns in QuickBooks Online. We're always around to help.