How to use a tag in rules

Hello, @mary176.

Allow me to share some insights about tag rules in QuickBooks Online (QBO). I'll elaborate on them in detail below.

Tagging is an effective way to get deeper insights into your sales and expenses. In QBO, you can use either the tag or class feature to do so.

With the tag feature, you can tag invoices, expenses, and bills. Group tags together and run reports to see how specific areas of your business are doing. Start by creating groups to put tags into. However, the availability to tagging in bank rules is unavailable. That said, I recommend submitting your feedback to our software engineers. This way, they can review your suggestion and may consider it for future product enhancements. 

To do that:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your feature request, then Next.

You may also keep tabs on the status of your recommendation by visiting our Customer Feedback page.

Additionally, you can use categories to group items of the same type to get helpful insights into your sales and inventory when you run 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.

If you have further questions about tagging in rules, you can comment below. and we'll respond to you as soon as possible.