I would like to tag customers and orders that come from Amazon. The only identifying characteristic is "amazon" is somewhere in the customers email. How to?

Hello, @Teedit. 

Can you explain which transactions need to be tagged and where to add the tags? That will surely help us provide an accurate solution to the concern that you're having.

You can click the Reply button below to add more details.

I'm looking forward to hearing from you soon! Take care and have a wonderful day!

I would like to tag the order (sales receipt) and the customer with "Amazon" if the email address contains "Amazon".

Thanks for getting back to us, Teedit. 

I know ways you can tag customers and orders in QuickBooks Online (QBO). I'll elaborate on them in detail below.

Tagging is an effective way to get deeper insights into your sales and expenses. In QBO, you can use either the tag or class feature to do so.

With the tag feature, you can tag invoices, expenses, and bills. Group tags together and run reports to see how specific areas of your business are doing. Start by creating groups to put tags into. Here's how:

1. Go to Settings ⚙ and select Tags.
2. Select the New ▼ dropdown and then Tag group.
3. Give the group a name.
4. Select a color from the ▼ dropdown.
5. When you're done, select Save.

After that, you can create tags while you're working on a form, like an invoice or expense. For the complete guide, please see this article: Tag transactions in QuickBooks Online.

On the other hand, if you opt to use a different categorization, use the class feature (please note that you have to do it manually). You can do this if you need to group income and expenses for things like job costing, budgeting, or fund accounting and to track specific line items. 

Additionally, you can use categories to group items of the same type to get helpful insights into your sales and inventory when you run reports in QBO. You may want to check out this article to learn more about this process: Group products and services into different categories in QuickBooks Online.

I'm always ready to back you up if you need more help with tags in QBO. Add your reply below, and I'll circle back to help you.

Thanks for that information. Is there a way to automatically add tags based on certain criteria? Manually adding tags is too cumbersome for our needs. Thanks.

Hello there, Teedit.

Allow me to add some information on how to effectively use the tags feature in QuickBooks Online.

Yes, in QuickBooks Online, you can utilize the banking feature and set up rules to automatically add tags based on certain criteria. This can help streamline the process and save time by automatically categorizing transactions with the appropriate tags. Here's how: 

1. From the left navigation menu, click on Banking or Transactions.
2. Select New rule.
3. Enter a name in the What do you want to call this rule? field.
4. From the Apply this to transactions that are ▼ dropdown, select Money in or Money out.
5. From the in ▼ dropdown, select a bank or credit card account, or select All bank accounts.
6. Set the rule conditions. You can set a single rule with up to 5 conditions. Set and include the following, then + Add a condition.
7. In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount. Then select Contains, Doesn't contain, or Is exactly to decide how QuickBooks applies the rules.
8. Choose the settings for the rule. Select the Tags, and the Payee to apply.
9. Select Save.

For additional information about the bank rules setup, you can check out this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

If you want to know more about Tags, use this link as a reference: What are tags and why should I use them?.

Please let me know if you have any additional questions about tags or other QuickBooks-related tasks. I'd be glad to assist.