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travis-sb
Level 1

How do you search by tags? (QB Labs)

 
3 Comments 3
MaryLurleenM
Moderator

How do you search by tags? (QB Labs)

Hello there, travis-sb,

 

Were you referring to the QuickBooks Labs feature in QuickBooks Self-Employed for Tagging? If so, follow these steps below to turn it on:

  1. Click the Gear icon.
  2. Select Labs under About you.
  3. You'll see Tagging, click the Turn it on button.

If you meant something else, let me know so I can assist you further.

gggdddsss
Level 1

How do you search by tags? (QB Labs)

The question was HOW do you search for specific tags. Please answer

Adrian_A
Moderator

How do you search by tags? (QB Labs)

We can click the Tags button, gggdddsss.

 

When you've added a tag, you can directly search for a specific one by clicking the Tags button. However, if you haven't add a tag, you can follow the steps on how to do it:

 

  1. Click the Transactions tab.
  2. Select a transaction and click the tag icon.
  3. Enter a tag name and choose a color to specify.
  4. Click Save.

 

 

Afterward, click the Tags button and select a tag to view the associated transactions.

 

 

In case you want to rename and change the color, just click the Manage tags hyperlink. Then, click the pencil (edit) icon on the tag. Once modified, click Save.

 

You always have me in you have other questions about the tags feature.

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