Where have the summary view of tags gone in the new Menus in the left hand side panel?

Hi there, accounts.

I apologize for the inconvenience you're experiencing in locating the summary view of tags in QuickBooks Online. I can understand how frustrating it can be when you are unable to find what you're looking for. To help you better, could you please provide me with some additional details about the issue? Knowing these details will allow me to provide you with more targeted assistance and get you back to your work as quickly as possible.  

For instance, are you trying to locate the summary view of tags for a particular transaction in banking or all general transactions? Also, tags can be assigned to invoices, expenses, and bills, grouped to run reports, and gain insights into specific areas of a business. Additionally, it would be helpful if you could provide a screenshot of which specific menu you are referring to so I can better visualize the issue. This information will help me provide you with a more accurate solution. 

While we're waiting, I suggest you take a moment to read some informative articles about this feature. These articles can provide you with a deeper understanding of the feature, its functionality, and how it can be utilized. To access these articles, please follow the links provided below. Please note that these articles are in the US region, but this also applies to the other areas.
 

• Tag transactions in QuickBooks Online
• How to use tags?

If there's anything else you need assistance with, please don't hesitate to let me know. I'm always here to help you with any questions or concerns you may have. Just drop a comment below, and I'll get back to you as soon as possible. I hope the rest of your day is wonderful!

Hi - thanks for replying.  A few weeks ago Quickbooks online changed the format of the menus on the left-hand panel.  It used to have an item called Bank, which contained an option for viewing tags.  This is no longer here since the changes and it seems there are no new options to view tags.  I've attached a screen shot the help explanation of changes, which clearly does not include a Bank option any more.  any ideas?  thanks.  

Thank you for the prompt reply, accounts. Let me chime in and share insights about the Tags feature in your navigation menu in QuickBooks.

Yes, you're correct. In QuickBooks' old interface, the Banking menu has a column where the Tag feature is located. 

However, QuickBooks updates its interface regularly for a better experience. For now, the Banking menu is changed into Transactions, and you can view the Tags feature by going to the Lists menu. For more details about using tags, see this article: What are tags and why should I use them? This is a US article but will work in your account.

On the other, if you'd like to add the Tags feature in the Transactions menu, I'd suggest sending feedback to our product development team. They may consider your suggestion and will work on its progress to include them in future updates.

Here's how to send feedback:

1. Go to the Gear icon and select Feedback.
2. Enter your product suggestions or feedback.
3. Then, click Next to submit.

Additionally, I would like to provide you with some helpful resources that will assist you in quickly accessing the necessary menus and modifying your account's view:

• Understand the navigation menu in QuickBooks Online
• Switch between Business and Accountant view in QuickBooks Online

Keep us posted if you need anything else, especially in managing your QuickBooks account. We'll be around to help you. Take good care.

Hi - thanks for this help.  However I find it strange that you say that QB is updated for better experience, but at the same time you take features away.  Tags is relatively new as I understand it, it was very convenient to have access to the summary page with only one click.  Now, according to your instructions, it takes 3 - clicks the Gears, click All Lists, click Tags.  I'm sure you'll appreciate that some people like myself will have spent a great deal of time incorporating tags into our workflow, only to find that it's been buried in submenus.  Thank you for the link to making recommendations - I'll do that now. Cheers.