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April 28, 2023
Question

Hi, I have two questions about Tags:1) How can I move a tag out of a group and not into another group, so it will be in no group?2) I see that I can add multiple tags

  • April 28, 2023
  • 1 reply
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Hi, I have two questions about Tags:

1) How can I move a tag out of a group and not into another group, so it will be in no group?

2) I see that I can add multiple tags to a transaction but only if they are not in a group or are in a separate group, but I want to be able to add multiple tags from the same group to a single transaction, why can't I do this?

1 reply

April 28, 2023

Good to see you here today in the Community.

 

I'll share a few insights about the tags feature and guide you in sending feedback to help improve the features and your experience using QuickBooks Online (QBO).

 

Yes, you're correct that you can add multiple tags to a transaction. But for the time being, you can only choose one tag per group and the option to move one out of a group is unavailable. With this, you'll want to create a new one to get deeper look into your sales and expenses in QBO.

 

Please see this article to answer the most commonly asked questions about using tags and groups in QBO: What are tags and why should I use them?.

 

On the other hand, I can see how the benefit of being able to move tags out of a group would aid you in managing your sales and expense transactions with QBO. With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.  
  5. Follow the on-screen instructions to complete the process. 

 

Also, you can group your products and services to get helpful insights into your sales and stocks when running 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.

 

Please feel free to leave a comment below if you have other feature concerns or questions about managing transactions in QBO. I'm always ready to help. Take care.