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Join nowNice video. You say additional feature, so this is in addition to classes and locations?
During the video you referred to some tags as location, some as class, makes it confusing somewhat.
If this replaces classes and locations, what happens to the ones you have?
and can you move a tag from one group to another without losing the underlying transactions?
Great video! Is there a way to "tag" split transactions? I.E.- I write a single check for a subcontractor or vendor but their invoice or statement has 3(or more) customers that he has worked on or supplied materials for. When it appears on our banking/transaction page in QBO I know have to split his payment between those 3 customers. How do I "tag" each split so that I can run an accurate report? I hope there is a way!
TYIA!!
It’s actually a great idea, @TributeEvolution.
Thanks for joining this thread and sharing your concern with us. I can see the benefits and impacts of the feature.
You can tag transactions such as invoices, expenses, and bills. However, you can’t tag general journal entries or transfers, as well as things like customers or items. That means adding a tag to split entries is unavailable at the moment.
I won’t leave you without providing enough information about the feature. You can use these resources to learn more about the tag transactions and why you should use them.
If you have further questions concerning the tag, please don't hesitate to let us know. We’ll be here to help you. Have a good rest!
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