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LesleyM
Level 1

Tags

Does QBO Global Jamaica have the tag feature? If not, is there a workaround for segmentation?

3 Comments 3
AileneA
QuickBooks Team

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Hello, LesleyM. 

 

We understand that each business has unique needs, and each version of QuickBooks has unique features.    

 

I understand the importance of having tag feature in QuickBooks International. However, this is currently unavailable. 

 

Our product engineers are working diligently for updates and improvements on the features. For now, I recommend sending your feedback straight to our dedicated team to help make changes to QuickBooks capability. Your suggestions and ideas will help us stay in tune with what our customers need, want, and expect. Here's how:  

 

  1. Sign in to your QuickBooks account.
  2. Click the Gear icon in the upper-right corner.
  3. Select Feedback under Profile.
  4. Share your feedback.
  5. Hit Next.  

 

As a work around, you can use the class tracking feature to get more details into your sales, expenses, or profitability for each part of your business. Please note that you can do this in QuickBooks Online Plus. To start with, you'll have to turn this option on the Account and Settings page.

 

Here's how:

 

  1. Go to the Gear icon and tap Account and Settings.
  2. Select the Advanced tab. Then, choose the Categories section to edit.
  3. Check Track classes and also Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
  4. Under Assign classes, choose One to entire transaction or One to each row in transaction.
  5. Click Save and Done.

 

For additional information, you can click this article: Get started with class tracking in QuickBooks Online. This also provides different details on how Class tracking works in QBO.

 

I'm also adding this article to view details on how you can utilize Location tracking to used in categorising data from different locations, offices, regions, outlets, or departments of the same company: Set up and use location tracking

 

We always want to hear your suggestions as we continue developing the product as best for your business. Feel free to comment below if you have other concerns with QuickBooks.

Fiat Lux - ASIA
Level 15

Tags

@LesleyM 

What kind of segmentation do you need. If you are using QBO Plus, you can utilize the class tracking, location tracking and project feature.

https://quickbooks.grsm.io/North-America

 

LesleyM
Level 1

Tags

Thanks. I am currently exploring QBO Global and the feedback was informative.