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March 6, 2024
Question

On by bank transactions our tags are not showing up.

  • March 6, 2024
  • 1 reply
  • 0 views
No tags are showing up

1 reply

March 6, 2024

Thanks for becoming part of the Community, akronhoneyco.

 

I checked in our test drive account and was able to see and use my Tags section on transactions while categorizing them.

 

Here's an image showing my experience:

 

You'll want to make sure you're categorizing to see this option. When matching, recording as transfer, or recording as credit card payment, you won't see your Tags option on the transaction.

 

If you're already categorizing a transaction, but don't see its Tags option, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if the Tags section displays.

 

Here's how to access incognito mode in some of the most commonly used web browsers:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Option P

 

If your Tags section displays properly while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

 

In the event it continues not displaying while browsing in incognito mode, you'll initially want to try switching to another browsing application.

 

Here's a list of supported browsers
 

  • Google Chrome - version 78 or newer
  • Mozilla Firefox - version 76 or newer
  • Microsoft Edge - version 79 or newer
  • Opera - version 68 or newer
  • Samsung - version 10 or newer
  • Safari - version 12 or newer

 

QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.
 

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.
 

Here's our recommended operating systems and internet speeds:
 

  • Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
  • Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
  • Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
  • Internet connection - 1.5 Mbps to 3 Mbps or higher.

 

If you meet our system requirements, but are still not able to see your Tags section while categorizing transactions, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.
 

They can be reached while you're signed in.
 

Here's how:

 

  1. Use the Help (?) icon.


     
  2. Click Contact Us.


     
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.


     
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.
 

I've also included a couple detailed resources about tagging transactions and system requirements for QuickBooks which may come in handy moving forward:

 

 

Please feel welcome to send a reply if there's any additional questions. Have a lovely Wednesday!