Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowHello, @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:
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:
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.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here