Getting started with using tags in QBO

Nice video.  You say additional feature, so this is in addition to classes and locations?

During the video you referred to some tags as location, some as class, makes it confusing somewhat.

If this replaces classes and locations, what happens to the ones you have?

and can you move a tag from one group to another without losing the underlying transactions?

Great video! Is there a way to "tag" split transactions?  I.E.- I write a single check for a subcontractor or vendor but their invoice or statement has 3(or more) customers that he has worked on or supplied materials for. When it appears on our banking/transaction page in QBO I know have to split his payment between those 3 customers. How do I "tag" each split so that I can run an accurate report? I hope there is a way!

TYIA!!

It’s actually a great idea, @TributeEvolution.

Thanks for joining this thread and sharing your concern with us. I can see the benefits and impacts of the feature. 

You can tag transactions such as invoices, expenses, and bills. However, you can’t tag general journal entries or transfers, as well as things like customers or items. That means adding a tag to split entries is unavailable at the moment. 

I won’t leave you without providing enough information about the feature. You can use these resources to learn more about the tag transactions and why you should use them. 

If you have further questions concerning the tag, please don't hesitate to let us know. We’ll be here to help you. Have a good rest!

You refer here to tags on split entries not being available 'at the moment'. It's 3 1/2 years later and it is not not a feature, is it ever going to happen?

Hello there, Gemma82.

I appreciate your feedback about tagging the split entries features. 

I suggest providing this feedback directly to our Product Developers team so they can pinpoint areas that need improvement. While your request is of high priority, our developers must thoroughly evaluate it before considering it for inclusion in our services.

Here's how:

1. Hit the Gear icon at the top, then select Feedback.
2. Type in your product suggestions.
3. Click Next to submit feedback.

We currently don't have a specific timeframe for the availability of this feature. For updates regarding the status of your request, please visit our Customer Feedback page. 

Furthermore, learn how you can customize your invoices, estimates, and receipts. I've got this article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you need help. I'm always here for you. Stay safe and have a great day!