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brent24
Level 1

Are tags on invoices visible to clients in Quickbooks Online?

I would like to use tags to better report on income. For example, if a client is in a certain industry like retail, I would apply a retail tag to that invoice for easier reporting later on sales by industry. However, would like to know whether or not the client sees those tags before choosing which tags to apply. Thanks in advance!
Solved
Best answer February 24, 2021

Best Answers
JenoP
QuickBooks Team

Are tags on invoices visible to clients in Quickbooks Online?

I'd be glad to answer your questions about using the Tags feature, brent24

 

Your client will not see the tags that you assigned to the transactions. It's primarily used to let you track transactions however you'd like using customizable label for easy reporting. Your customer will only see the data and information in the actual invoice that you sent to them. 

 

Let me share these articles with you for additional reference:

 

 

Don't hesitate to reach out to us again of reply below if you have follow-up questions. 

View solution in original post

1 Comment
JenoP
QuickBooks Team

Are tags on invoices visible to clients in Quickbooks Online?

I'd be glad to answer your questions about using the Tags feature, brent24

 

Your client will not see the tags that you assigned to the transactions. It's primarily used to let you track transactions however you'd like using customizable label for easy reporting. Your customer will only see the data and information in the actual invoice that you sent to them. 

 

Let me share these articles with you for additional reference:

 

 

Don't hesitate to reach out to us again of reply below if you have follow-up questions. 

View solution in original post

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