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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.
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.
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:
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.
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