Are tags on invoices visible to clients in Quickbooks Online?

I would like to use the Tags feature to reference client campaigns.  I would like for the Tags/Campaign to show on the invoice. Is this possible? 

Thanks for checking in with us, amimedia.

The option to show the tags/campaign in the invoices is unavailable in QuickBooks Online (QBO). Your customer will only see the details in the actual invoice that you sent to them since tags is primarily used to track transactions. To learn more about this one, see the Tag Transactions In QuickBooks Online article. 

However, you'd like to use the customizable labels for easy reporting. Then, run reports for tag groups to see how tagged transactions are performing. Here's how: 

1. Go to the Banking menu and select Tags.
2. Find a group on the list.
3. Under the Action column, press Run report.

You'll see how everything in the group affects your bottom line since groups have both money in and money out transactions. For more details about the Tag future, check out the What Are Tags And Why Should I Use Them? article. 

Feel free to visit our Invoices and payments page for more insights about managing your company's income and sales transactions.

I'm just one post away if you need a hand with running your customer's reports or any QuickBooks-related. I'll be here to guide you. Have a great day. 

Is there any near future plans to offer the option to make tags visible on invoice form?  This would be really helpful since only three customer fields are permitted.

Thank you for joining this thread, DD ACG.

At this time, I'm unable to provide any updates or a specific timeframe for when tags will be visible on the invoice form for customers to view. We can send requests to add this feature directly to our developers for incorporation in future developments. Simply perform these steps:

1. Navigate to the Gear icon in the upper right corner of your company and select Feedback under Profile.
2. Enter your product suggestions in the Feedback window.
3. Click Next to submit.

Explore the QuickBooks Blog to stay informed about the most recent developments released by our developers, along with tools to support the growth of your business.

In the future, utilize these resources to help you manage any customer-related transactions and tags:

• Sales and customers
• Invoices and payments
• Tag transactions in QuickBooks Online
  
  

Reach out to me again if you have additional questions about tagging your entries and other product concerns. I'll be sure to provide the help you need.