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kjcearns-askevin
Level 1

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

I found it helpful to look at the summary page that also allowed me to look at income and expenses that weren't tagged. I can't find this page anywhere in the new menu?
15 Comments 15
RCV
QuickBooks Team
QuickBooks Team

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

Let me guide you on how to access the Tag age in QuickBooks Online (QBO), kjcearns-askevin.

 

To get insights from tags, we'll need to go to the Account and Settings page and click the Tags under the Lists section. Here's how:

 

 

 

 

Then, you can run reports for tag groups to see how tagged transactions are performing. Let me show you how:

 

  1. Go to the Gear icon on the top menu. 
  2. Choose Tags (Take me there).
  3. Find a group on the list.
  4. Under the Action column, press Run report.

 

Since groups have both money-in and money-out transactions, you'll see how everything in the group affects your bottom line. To learn more about how to use tags and group tags to get deeper insights into your sales and expenses, check out this article: Tag transactions in QuickBooks Online.

 

We can also run the Transaction List by Tag Group report to view the tag details of your transactions. Here's how:

 

  1. Go to the Report menu.
  2. In the search box, enter Transaction List by Tag Group.
  3. Click the Customize button to modify it.
  4. Se the reporting date correctly.
  5. Click Run report to reflect the changes.

 

I'm leaving these articles. Each of them provides information about tags and customizing reports in QuickBooks:

 

 

If you have more concerns about QuickBooks, please don't hesitate to post them here. We always want to hear from you. Take care and have a good one. 

FeltzTire
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

Is there a reason why they removed the Tags quicklink from the bookmarks menu, though? We use the Tags system extensively, and it's kind of mean that they randomly removed it as a menu option.

ShyMae
QuickBooks Team

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

Hello there, @FeltzTire. I understand that accessing tags directly in the bookmarks menu will save you more time. 

 

Currently, the tags can be accessible in the Gear icon. For now, you can follow the steps provided by my colleague. 

 

Meanwhile, you can make necessary changes in your bookmarks menu to add a feature you use most. Check out this article to learn what you can add and hide: Understand the navigation menu in QuickBooks Online


I'll be glad to assist you again if you need further assistance or clarification regarding the tags feature. Just enter your response by clicking the reply button below.

FeltzTire
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

Well that's kind of the issue here, though.

 

For almost an entire year (possibly longer), the link to the Tags page was a selectable option we could choose to include on the customizable bookmarks tab on the QBO menu... but they removed as an option in the latest update with no explanation as to why.

Not that it's impossible to find in the current build, but it gives the impression that it was either an accidental oversight by the design team, or that they're intentionally trying to hide the feature for some reason.

pettytheft
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

This really need to be fixed.. WHY would you change things and make them worse... Clearly everyone wants TAGS back in the menu where they belong.

IrizA
QuickBooks Team

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

I can imagine your challenges with the absence of the Tags feature in the Bookmarks menu, pettytheft. I appreciate you taking the time to bring this matter to my attention.

 

As I've checked in our system, it seems that there's an ongoing investigation regarding Tags named INV-97020. Therefore, to ensure your concern reaches the relevant team, I recommend reaching out to our online support. This way, they can add you as one of the affected users using their tools. 

 

 Here's how: 

 

  1. In your QBO account, select Help (?)
  2. Choose the Search tab.
  3. At the bottom of your screen, click Contact Us.  
  4. Type your concern. Then click Continue
  5. You may choose CallbackAppointment, or Chat as your way to connect with us. 
  6. Kindly fill out the provided field such as your First nameLast nameEmail address, and Phone number. 
  7. Depending on what you choose as your way to connect with us, click CallbackSchedule an appointment, or Chat. 

 

You may also want to learn more about the Support hours of QuickBooks.

 

Moreover, you may want to browse our Community articles to see some related topics that may help in your future transactions. 

 

Feel free to let us know in the comment section if you need further assistance when it comes to using QuickBooks Online. Rest assured that we'll be right here to help. 

ghm
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

That is a workaround of a issue that should be resolve. Not offer workaround of it.

 

Is like my mechanic instead fixing my car, say use UBER/LYFT to get to work. 

 

 

ghm
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

I Just received a email, stating that issue had been resolve, but don't know which issue, i still can't see the report...

 

 

Screenshot 2024-02-23 013358.jpg

ReymondO
Moderator

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

Hi there, @ghm. Thanks for joining the thread and adding a screenshot.

 

Currently, there's an ongoing investigation about the transactions not appearing in the Transactions by tag section. Please be assured that our engineers are working diligently to resolve the issue as soon as possible.

 

I suggest getting in touch with our Customer Care Support team to ensure that you are added to the list of affected users. By doing so, you'll receive email updates regarding the status of the investigation and be notified as soon as it is resolved.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. In Search, select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
  • Start a chat with a support expert. Live chat all day, M-F.
  • Call us. M-F, 8:00 AM to 10:00 PM, and S-S, 8:00 AM to 6:00 PM.

 

For additional reference about tags and how to use them, you can check out this article: Find out how tags and groups can give you better insights from QuickBooks Online

 

Please bear with us as we work on this. Keep me posted if you have any other questions or concerns about managing tags or QBO-related tasks. I'll be around to help.

ghm
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

Hi ReymondO

 

Thank for taking time a reply.

 

I will preferred a reply saying that TAG issue was resolve, but that hasn't been the case for couple month now. 

 

Sorry to be blunt or straight on the next question, Did QB will really resolve the TAG issue or they are just staling until we give up and stop asking??????

If fixing the issue is too complicate or damage another important system function and doesn't worth the trouble, because the amount of affected customer is too small, I can understand it, But please said it so and don't stall. So we know were we stand.

 

Sorry to be straight.

MelroseV
QuickBooks Team

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

Hello there, ghm. Please know that this is not the experience we want you to have while utilizing the service.

 

As mentioned above, asking for an IT professional's help is the best way to approach this until the investigation is resolved.

 

After contacting our support team and adding you to the list of affected users, you will receive email updates while our engineers work to fix the problem. We appreciate your patience during this time.

 

In the meantime, you can use this as a workaround.

 

Here's how:

  1. Go to the Gear icon.
  2. Under All lists, choose Tags.
  3. Search the tag name.

 

I've also added this article: What are tags and why should I use them? It helps find out how tags and groups can give you better insights from QuickBooks Online. 

 

I appreciate your patience and understanding regarding this matter. Feel free to post here in the Community if you have other questions. Stay safe!

Cristian Andrade
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

08/15/2024 

 

Tags stopped working after I deleted a bill.

 

I talked to Athena Russel on the chat, and she told me that this issue was reported last week. It's nice to find out that it was reported years ago.

 

Hopefully, they can fix this soon. 

TroopTreasurer
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

OMGoodness.  Now they have gone and completely removed the tags page.  Speaking with a rep they said the feature was removed on May 16th 2025.   I still see that I can tag transactions, but full functionality of tags is completely gone.  Such a pain to remove something that people were using.  We are now supposed to switch over to custom fields.  I guess I'll look into that when I have a moment.  I wish I could get rid of this software, but I don't think I can.

FeltzTire
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

They removed the direct link to the tag overview/reports page from the menu, but the URL is still accessible if the feature is active on your account yet (which I'm assuming it is, since you're still able to tag transactions).

All you have to do is type it in manually or make a bookmark for it:

https://qbo.intuit.com/app/tags 


And on a side note, the rep you spoke to was only partially right. Originally, they did intend to start sunsetting the tags feature and limit their functionality for current customers on May 16th (and remove the feature entirely for new customers). Enough people must have made a ruckus about it though, because at the last second they decided to keep the tags feature active as is for QBO accounts that were already using tags prior to the original intended sunset date, basically 'grandfathering' the feature in for those accounts...

Which is a fantastic outcome (considering the alternative), because I was not looking forward to dealing with the fallout and grief their original game plan would have caused for us..

TroopTreasurer
Level 2

Where did the tag page go? I used to be able to click on banking, then tags tab to see my income and expenses by tag. Where is this page in the new (improved?) menu???

Thank you, Thank you, Thank you.  Didn't know that was available.  Hopefully, they keep the full functionality for those of us who use tags all the time.  Like you said, the alternative is painful.

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