Tags

Hi Ndn,

Thank you for joining the QuickBooks Community. Tagging transactions is a new feature within QuickBooks Online to get deeper insights into your sales and expenses without impacting your books. If you're not able to see the tagging transactions as yet, our engineers are working hard for everyone to receive this feature. I recommended this article, and it shows you how to create tag groups, create new tags and tag transactions,edit tags and tag groups, and get insights from the tags. Please let me know if you have any additional questions and have a good day.

Thanks.  I had watched that.  I am trying to locate how to edit an existing transaction that does not have a tag and add a tag to it.  I am new and it might be that I don't know where to go to edit existing transactions.  The places I have found do not have field for tag.  Is there such an editing screen?  

Thank you.  My first problem was the edit button was not  visible on the screen.  I thought the only thing I could do was delete!  Rookie mistake. The second thing was I was trying to tag deposits which is not an option.  I have really appreciated all the videos and info that is available and now this personal help.  Thanks again.

This thread is helpful, however I am curious:  When will tags be available to my QBO account?

Thanks

Dennis P

I'm glad that you find this thread helpful, Dennis!

The Tags is still a new feature, and we're adding this to QBO accounts by clusters. Our engineers haven't given a target date, but it will soon be available on all accounts. Please stay tuned for some updates on the QuickBooks Blog page.

We're just right here if you have other questions in mind. Have a healthy and joyful weekend!

Can I display tags associate with a particular check in my register? If not, why not? It makes it difficult to know if a transaction has been tagged or not if I can't see it when looking at all of the transactions. 

Hello @bonobo_a_gogo,

As of the moment, there isn't an integrated way to see the tags associated with your transactions upon reviewing them in the account register.

In the meantime, let's pull up and customize one of your financial reports to see the list of bank transactions with tags. Let me show you how.

1. Go to Reports.
2. Under Business overview, select Profit and Loss by Tag Group.
3. Select Customize.
4. On the Report period menu, select the appropriate date of transactions you wanted to show up on your report.
5. Below the Filter menu, select Distribution Account and Tags.
6. Choose a bank account on the Distribution Account menu.
7. Select all or any of your tags label on the Tags menu.
8. Click Run report.

In the same manner, here's an article you can read to learn more about customizing your report: How to get the most out of your financial reports?

On top of that, I've also included this reference for a compilation of articles you can use while working with us: What are tags and why should I use them?

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

I love the tag feature, but it is a real bummer that is not available for all transactions, in my case I need it on journal entries.  Are there any plans to add the Tag Feature to Journal entries?  Thank you.

Tag is a great feature that lets you track your money, KjTv.

When you put tags into groups, you get deeper insights into how your business is doing. As mentioned by @JessT, this is still a new feature, and we're adding this to QBO accounts by clusters. I'll make sure to take note of this so we can submit it to our developer's team. We may not have a definite time on when this will be made available, but this will be the easiest way for the feature to be suggested for general journal entries. You may also want to stay current with the latest product updates by visiting our QuickBooks Blog.

I've also included these helpful articles in case you'll want to know more information about QuickBooks Online and its features. 

Feel free to let us know if there's something else that you need help with aside from the tags feature. Remember, your voice is very important to us for our product's improvement. Have a great weekend!

Hello, is it ready in Singapore QBO for tag feature?

Thanks for posting here, patricktan.

I understand that you want to use the Tags feature. Currently, this isn't available in the QuickBooks Online Singapore version.

As a workaround, you'll want to utilise using either class tracking or location tracking. These features work like tags. You can use them in tracking transactions by segments.

You may visit the Small Business Center Blog. From there, you'll see our new updates and also tips in managing your business.

Need more help? Please post again here.

When will we be able to tag transfers?

I want to categorize transfers into my savings account to track different savings goals. Is there a better way to do that in Quickbooks?

We appreciate your time posting, @BrianBrian.

I understand that you want to categorize transfers by adding tags on them. For now, the tags option is unavailable. As a workaround, you can use the Memo field.

Also, you can create a check:

1. Select + New.
2. Select Check.
3. Choose the Payee.
4. From the Bank account drop-down ▼, select the account from.
5. From the Category field, select the account to.
6. Complete all information needed for the check.
7. Select Save and Close.

You can review this for more details: Create and record cheques in QuickBooks Online.

Please feel free to post any concerns you have. Have a great weekend and stay safe!

Would love to be able to use tags on journal entries!! Please expand their use, they can be very helpful, but at the moment too limited.

I appreciate you for sharing your thoughts and suggestions about tagging journal entries, @REI_hiker.

I recognize having the option can benefit your business and our other users to easily track and manage their transactions. 

Rest assured, our Developer team is always working on making our product suitable for every business needs. You can also send us feedback so they can review it and might consider adding this in our future updates. Let me show you how.

1. Go to the Gear icon in your QuickBooks Online (QBO) account.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

You can also see this link for more insights: How do I submit feedback?

To keep track of your feature request, you can always visit our  QuickBooks Online Feature Requests page.

Also, while we don't a specific time frame as to when this feature will be available. I recommend checking our QuickBooks blog page to stay updated on our latest releases.

You can also refer to this link to learn some tips and tricks about tagging transactions in QBO: Tag transactions in QuickBooks Online.

Additionally, In case you need guidance in reconciling your accounts, you can always utilize this link: Reconcile an account in QuickBooks Online 

You can always tag me in your reply if you have other follow-up questions about tagging your transactions. I'm more than happy to back you. Keep safe!

Yes, please add tags to journal entries!

I understand I should be able to go to the gear icon > feedback to make suggestions. When I do that, nothing happens. I've allowed pop-ups, tried different browsers, incognito windows, and cleared cookies and cache. Why can't I open feedback? 

I appreciate the things you've done to send feedback, @MR88. 

This isn't the kind of experience I want for you. Rest assured, I'll make sure to help you with sending feedback.  The more feedback about a certain feature, the greater the chance it'll be added.  

Since the issue still persists, I suggest reaching out to our support team. They can check your account and investigate it further. 

Here's how:

1. Click the Help (?) at the top right.

2. Enter your concern, then select Let's talk.

3. Select Contact Us to connect with a live support agent.

4. Choose a way to connect with us: Start a chat or Get a callback.

If you wish to speak with an agent, contact them within this time frame: Monday to Friday from 8:30 AM – 6:30 PM (AEDT), excluding public holidays. Based on the time you specified in the Get a Callback window, one of our phone experts will contact you.

Our chat team is available from 8:00 AM-10:00 PM (AEDT) Mon-Fri and 8:00 AM-8:00 PM (AEDT) Sat-Sun.

Also, you'll want to visit our blog. This is where all our innovations will be posted. If you want to track requests, you can go through the QuickBooks Online Feature Requests website.

To learn more about tagging transactions, you can click this link. From there, you can learn how to use tags and group tags to keep track of important matters.

You can also check out this link about reconciling an account in QBO. This will guide you in matching your bank and credit card statements.

Let me know if you have other concerns with the feedback. It'll be my pleasure to assist you. Have a great day.

Will tags be available on transfers soon? I'd like to use tags to earmark what certain transfers are for (eg., tag a transfer into savings for taxes or for a capital expense) to indicate how much has been saved for these earmarked purposes.

Hello there, @ckelleher. Thanks for joining this conversation.

Let me go over and discuss further details about the Tags feature in QuickBooks Online (QBO). 

Currently, the option to add tags to transfer transactions is unavailable. We may not have the exact time frame on when this will be implemented, however, to track its status, I recommend visiting our QBO feature request website. From there, you can also add a vote and additional insights for the request.

In the meantime, you'll want to utilize either the class or location tracking features to record your transfers by segments. These work like tags since they put the transaction on specific groups. 

Once settled, running reports by class is a breeze in QBO. These reports will help you easily see your sales, costs, or profitability by class. 

I'm just around the corner to help in case you have any other concerns about managing your transfer transactions. Just post a reply below and I'll circle back to help you out. Have a good one. 

Hi, I have a journal entry that I need to tag. The journal entry relates to Cost of Goods (we don't track our products/CoGs in Quicbbooks, using Shopify instead and creating a journal entry at the end of each month to record CoGs) for a specific trade show that we did. How can I create a journal entry that I can tag?

Providing the best experience with the Tags feature to other areas in QuickBooks is what we aim for, rolandgp, 

Currently, tagging your journal entry isn't possible. You can only tag transactions such as invoices, expenses, and bills. I can see the importance of this feature to your business. With that, I suggest you send feedback to our product developers to request the addition of this feature to QBO. Here's how:

1. Go to the Gear icon.
2. Choose Feedback.
3. Enter your comments or product suggestions. Example: Need an option to tag Journal entry.
4. Then click Next to submit feedback.

Once done, feel free to visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback. 

1. Click the Gear icon at the top.
2. Choose Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online (QBO). You can track feature requests through the QuickBooks Online Feature Requests website. Additionally, you can keep an eye on our QuickBooks Blog to stay up-to-date with the latest news. Alternatively, we can run the Profit and Loss by Tag Group filtered by specific tags mapped under a project. Here's how: 

I'm adding these articles to learn more about recording journal entries, as well as managing your Chart of Accounts:

• Create a journal entry in QuickBooks Online
• Understand the chart of accounts in QuickBooks

Here's more information on how to reverse or delete a journal entry to update and correct it: Reverse or delete a journal entry in QuickBooks Online. 

I'm always here to help if you need further assistance in modifying your journal entry. Just let me know by leaving a reply below. Take care and have a good one!

It is vitally important to be able to tag journal entries in QBO.  This was touted as a replacement for classes, but since it's so limited that's clearly untrue.  This is such an easy fix; when will this be available?  Or do I need to tell my clients to use another software that can handle such a simple task?

How is it possible that tagging Journal Entries is not possible?  This has been asked for in this thread for two years by multiple people, with the same canned answer coming back each time.  This seems to be such an easy fix and would help make this product more usable.  I suspect the only reason is so we upgrade the product to enable classes - I don't see any other reason why this couldn't be easily integrated.