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hippenmd-gmail-c
Level 1

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

 
1 Comment 1
SarahannC
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!

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