Tags

Yes, SOSImNew. Tags can be viewed by a Standard user with All access.

To resolve this, let's ensure your standard user has given all access. This might be the reason they're unable to view the tags.

Here's how:

1. Go to the Gear icon.
2. Select Manage Users.
3. Locate the name of the user.
4. Click on Edit.
5. Make sure that all the details in the Edit user settings are the same in the screenshot below.
6. If yes, click on Save. Otherwise, edit the info, then select Save.

If the issue persists, ask your user to perform basic troubleshooting steps to fix the issue. This could be a browser-related issue. The stored cache can affect the performance of QuickBooks which can cause unexpected behavior.

To start, please ask them to log in to their QuickBooks account via a private window. Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

Once signed in, check if they can view the tags. If they're able to do so, they'll have to clear the browser's cache. This improves the performance of the program. 

They can also use supported browsers. They'll provide the best and most secure experience with QuickBooks.

I'm also adding these articles to help you learn more on how to use tags and groups to get better insights from QuickBooks:

• What are Tags and Why Should I Use Them?.

• Why You Should Group Your Tags?.

Additionally, you can manage your users in QuickBooks. This determines what they can or can't do to ensure the specific task is assigned to the correct user.

I'll be glad to help you again if you have more questions about tags and managing users in QuickBooks. I want to ensure everything is taken care of.

Hi SOSImNew,

Hope you’re doing great. I wanted to see how everything is going about viewing transactions with tags via a Standard user in QuickBooks Online. Was it successful? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!