Skip to main content
P
PhotoJoseph
May 7, 2024
Question

Can you add TAGS from the Banking (matching transactions) or the Register? It seems the only way is to open details, which is MANY extra steps.

  • May 7, 2024
  • 1 reply
  • 0 views
I think Tags are quite useful, but when I'm trying to add tags to a bunch of transactions, either in the bank register or in the Bank Transactions tab while adding scanned receipts, etc., it seems the only way to add a Tag is to save the transaction and open it in the detail view. Several extra steps, especially since in the Register, it takes you back to the top of the page when you return!

1 reply

K
KimberlyS
May 7, 2024

Hello there, PhotoJoseph.

 

It's indeed more efficient to add tags directly to the banking or register page than to do it for each transaction by opening its details. Allow me to share information regarding this matter. 

 

You can add tags to transactions from the banking page in QuickBooks Online. To do this, you can enable this feature from the page settings. Here's how:

 

  1. Head to Transactions, then Bank transactions.
  2. Click the Gear icon under the For review tab.
  3. Tick the Show tags field from the Transaction details section.

 

However, this option is currently unavailable in the bank register. Therefore, I recommend sending suggestions to our product development team. Your insights and ideas can be included in future product updates, ensuring the product meets different business needs.

 

Here's how:

 

  1. Click the Gear icon, then Feedback.
  2. Enter your product improvement ideas.
  3. Select Next to submit.

 

If you want to stay updated on your suggestions, you can visit this website: Customer Feedback for QuickBooks Online.

 

Moreover, you can run and customize Profit and Loss by Tag Group or Transaction List by Tag Group report to review your business's financial status by segment.

 

Consider adding a comment on this post if you have additional questions about tagging transactions or other related concerns in QuickBooks Online. We'll be pleased to assist you.

P
PhotoJosephAuthor
May 8, 2024

Actually @KimberlyS, it turns out you can do it in the Bank Transactions page (but still not in the Bank Register). You just have to expose the field!

As far as reports go, I did figure out that you can run regular reports on Tag Groups, just not individual Tags. So any individual tag that needs reporting on has to be put into a group of one. Weird, but it works. 

Thanks!

-Joseph 

R
RCV
May 8, 2024

We appreciate you for coming back, PhotoJoseph.

 

Thank you very much! We appreciate you taking the time to let us know that you've come up with a workaround to show the tag fields in the Bank Transactions field. This will also serve as a recommended resolution to other customers who have the same issue with adding tags from the Banking page. 

 

As always, the Community is brimming with professionals who are knowledgeable in every aspect of QuickBooks, so please don't hesitate to contact us here if you have any questions. We're always happy to assist you on your way to victory. I wish you and your company continued success!

Terms & ConditionsAccessibility statement