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fcbdvm
Level 1

Why can't I find TAGs on my expenses

Where is the tags button on expense?

Solved
Best answer 2 weeks ago

Best Answers
EvethC
QuickBooks Team

Why can't I find TAGs on my expenses

The Tags feature is being phased out globally and is being replaced by an expanded Custom Fields feature. To track and report on your expenses going forward, you will now use Custom Fields instead of tags. Custom fields have been expanded to support both sales and expense forms across all standard QuickBooks Online plans.

 

  1. Go to the Gear icon and select Custom fields.
  2. Click Add field. If this is your first time creating a custom field, select Add custom field.
  3. Enter a name in the Name field.
  4. Click the Data type  dropdown for the type of custom field.
  5. Choose the category, whether it's CustomerTransactionVendor, or Project.
  6. In the selection forms, please check the box next to the form(s) where you want the custom field to be applied.
  7. (Optional) To show the custom field on printed and delivered forms, toggle on Print on form. Otherwise, it'll only appear in QuickBooks Online.
  8. Hit Save.

 

For more detailed information, you can visit the article:  Custom fields and tagging in QuickBooks. It offers valuable insights and detailed instructions on how custom fields and tagging are handled within QuickBooks Online.

 

Explore Intuit Expert Assisted for deeper insights into your financials. You'll receive personalized, one-on-one advice tailored to your business needs and reports.

 

If you have other questions about QuickBooks, please don't hesitate to click the Reply button.

View solution in original post

1 Comment 1
EvethC
QuickBooks Team

Why can't I find TAGs on my expenses

The Tags feature is being phased out globally and is being replaced by an expanded Custom Fields feature. To track and report on your expenses going forward, you will now use Custom Fields instead of tags. Custom fields have been expanded to support both sales and expense forms across all standard QuickBooks Online plans.

 

  1. Go to the Gear icon and select Custom fields.
  2. Click Add field. If this is your first time creating a custom field, select Add custom field.
  3. Enter a name in the Name field.
  4. Click the Data type  dropdown for the type of custom field.
  5. Choose the category, whether it's CustomerTransactionVendor, or Project.
  6. In the selection forms, please check the box next to the form(s) where you want the custom field to be applied.
  7. (Optional) To show the custom field on printed and delivered forms, toggle on Print on form. Otherwise, it'll only appear in QuickBooks Online.
  8. Hit Save.

 

For more detailed information, you can visit the article:  Custom fields and tagging in QuickBooks. It offers valuable insights and detailed instructions on how custom fields and tagging are handled within QuickBooks Online.

 

Explore Intuit Expert Assisted for deeper insights into your financials. You'll receive personalized, one-on-one advice tailored to your business needs and reports.

 

If you have other questions about QuickBooks, please don't hesitate to click the Reply button.

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