How can we add tags to journal entries?

You need to use a 3rd app to import JE with Class and/or Location.

Hello there, @finance-spendflo.

Currently, adding a tag to journal entries isn't possible. We're always looking for suggestions and ideas from our users. I understand that having the option can help your business and other users easily track and manage their transactions.

Rest assured that our development team is constantly working to make our product suit the needs of any business. You can also send us feedback so they can review it and consider adding this to our future updates. Let me show you how.

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Hit Next to submit feedback.

In the meantime, we can use either class or location tracking. These features work like tags. You can use them for tracking transactions by segments.

You can also refer to this link to learn tips and tricks about tagging transactions in QBO: Tag transactions in QuickBooks Online.

Additionally, you can check this article for guidance in reconciling your accounts: Reconcile an account in QuickBooks Online.

Please leave a comment below if you have other follow-up questions about tag features in QuickBooks. I'm more than happy to back you. Keep safe!

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@Maybelle_S wrote:

Hello there, @finance-spendflo.

 

Currently, adding a tag to journal entries isn't possible. We're always looking for suggestions and ideas from our users. I understand that having the option can help your business and other users easily track and manage their transactions.

 

Rest assured that our development team is constantly working to make our product suit the needs of any business. You can also send us feedback so they can review it and consider adding this to our future updates. Let me show you how.

 

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Hit Next to submit feedback.

 

In the meantime, we can use either class or location tracking. These features work like tags. You can use them for tracking transactions by segments.

 

You can also refer to this link to learn tips and tricks about tagging transactions in QBO: Tag transactions in QuickBooks Online.

 

Additionally, you can check this article for guidance in reconciling your accounts: Reconcile an account in QuickBooks Online.

 

Please leave a comment below if you have other follow-up questions about tag features in QuickBooks. I'm more than happy to back you. Keep safe!

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@finance-spendflo eHub Allied Universal wrote:
I would like to add tags for journal entries to get the proper report

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