I appreciate you for posting in the Community, Walker. I want to clarify that as of now, tags are still available in QBO. If you’re experiencing issues with tags, it can be a temporary problem or a browser-related issue. Let me guide you through troubleshooting and suggest an alternative way to track your transactions.
Sometimes, browser cache can interfere with the functionality of QuickBooks Online. To determine if this is a browser issue, log in to your QBO account using a private browser first. You can refer to the shortcut keys below:
- Mozilla Firefox: CTRL + Shift + P
- Microsoft Edge: CTRL + Shift + N
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
If the issue is resolved, clear your regular browser's cache to refresh your connection and browsing history. Keep in mind to exclude the cookies. If the issue persists, try using a different supported browser, as your current browser may have a temporary compatibility issue with QuickBooks.
Alternatively, if you’re on a Plus or Advanced subscription, you can use Class Tracking as another way to manage the tracking of invoices and contractor payments. Here’s how you can set this up:
- Go to Settings and select Account and Settings.
- Select Advanced, then select the Categories section to edit.
- Turn on the Track classes switch.
- Select Warn me when a transaction isn't assigned a class. This is optional, but it means that when you look at reports, you know everything's been classified.
- Under Assign classes, select One to entire transaction or One to each row in transaction.
- Select Save, then Done.
Follow these steps to create classes:
- Go to Settings ⚙ and select All Lists.
- Select Classes.
- Select New. Give this class a name.
- To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes.
- Select Save.
By using Class Tracking, you'll have a systematic way to ensure that contractor payments are only made once customer invoices are paid, maintaining your current workflow efficiently.
Furthermore, after creating bills for your contractors, you can pay those bills with a credit card, cash, or checks. Feel free to refer to this helpful resource for future reference: Enter and manage bills and bill payments in QuickBooks Online.
Lastly, you can Elevate your financial strategy by teaming up with our QuickBooks Live Expert Assisted team. They’re seasoned in ensuring all aspects of your financial processes are streamlined and can offer bespoke advice to meet your business's unique needs.
Should you have further questions or need additional assistance with tags or tracking your transactions, please don't hesitate to reach out through the thread. The Community is available around the clock to provide you with assistance.
