Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How do I add tags to customers so I can track income?

 
1 Comment
Moderator

How do I add tags to customers so I can track income?

Hello there, hippenmd-gmail-c.

 

If you mean adding tags specifically for a customer, the option to do it is unavailable. Instead, we can go directly to the Transactions menu and tag their transaction as income. Here's how:

 

  1. Go to the Transactions menu.
  2. Locate the customer's transaction. Then, click the arrow under the Action column.
  3. Select Personal.
  4. Then, add tag. Also, you can create your own tags by clicking Manage tags.
  5. Click Save.

You may want to check the articles below for additional information about handling transactions in QBSE:

 

 

Let me know if you have other questions. Stay safe and be well!

Need to get in touch?

Contact us