I can see the importance of being able to bulk assign tags to transactions, @calvertcourthoa. Allow me to provide you with some updates on this.
Please know that this option is still unavailable in QuickBooks Online. In the meantime, you'll need to perform the task on each transaction. I know how beneficial this functionality would be to your business, so I recommend sending feedback directly to our Product Developers team. They might consider adding this for future enhancements. To do so, follow the steps below:
- Open your QuickBooks account.
- Hit the Gear icon at the top, then select Feedback.
- Type in your product suggestions.
- Click Next to submit feedback.
While we don't have a specific timeframe as to when this option will be available, you can track your feature requests through this link: Customer Feedback.
I'm adding this article in case you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'll be here in the Community space if you have other questions about entering tags in QuickBooks.
