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evelynsovadmin
February 19, 2020
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How to set up tags and groups

  • February 19, 2020
  • 5 replies
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Following is the information that popped up today in QBO, but WHERE do I find the "Transactions Menu" with the "Tags" tab mentioned in the instructions? I have looked in Chart of Accounts and in the Gear for general settings and everywhere else I can think of. There is no other info in the community on this. I'd appreciate any help. Thank you!

Tags transactions in QuickBooks Online

Find out how to use tags and group tags to get deeper insights into your sales and expenses.

Tags are customizable labels that let you track transactions however you'd like. They don't impact your books. Instead, they're a way for your team to track the info that matters most to you.

Let's say you run an event company. You may want to see how much you earned and spent on events this year. Create a group called "events." Then create tags for specific events and add them to your events group.

You can tag invoices, expenses, and bills. Group tags together and run reports to see how specific areas of your business are doing.

Step 1: Create tag groups

Start by creating groups to put tags into:

  1. Go to the Transactions menu and select the Tags tab.
  2. Select the New ▼ dropdown and then Tag group.
  3. Give the group a name.
  4. Select a color from the ▼ dropdown.
  5. When you're done, select Save.
Step 2: Create new tags and tag transactions

You can create tags while you're working on a form, like an invoice or expense:

  1. Select the Tags field.
  2. Enter the name of the tag you want to create. Then select + Add.
  3. Select one of your groups to add the tag to it.

This creates the tag and tags the form. To add existing tags to forms, simply enter the name in the Tag field and select it.

Note: You can add as many tags as you'd like, but you can only choose one tag per tag group.

Step 3: Get insights from tags

Run reports for tag groups to see how tagged transactions are performing:

  1. Go to the Banking menu or Transactions menu and select the Tags tab.
  2. Find a group on the list.
  3. Select the Action ▼ dropdown and then Run report.

Since groups have both money in and money out transactions, you'll see how everything in the group affects your bottom line

Next steps: Edit tags and tag groups
  1. Go to Settings ⚙️ and select Tags.
  2. Find the tag or tag group you want to edit.
  3. Select the Action ▼ dropdown and then Edit.

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    Best answer by john-pero

    From the "help" menu on my version

     

    Note: If you don't see Tags, don't worry. We're adding this feature to new companies all the time. We hope to turn on tags for everyone soon.

     

    As David Carradine always hated to hear each week on Kung-Fu (the TV show) "Be patient, grasshopper" lol

     

    BTW, QB has a long history of announcing features way before they are fully introduced. IMO, they should add enhancements (if that's what these are) quietly, without fanfare, and then announce and explain when everyone is live. Now it is akin to being called for dinner and getting to the table and the table is bare.

    5 replies

    john-pero
    john-peroAnswer
    February 19, 2020

    From the "help" menu on my version

     

    Note: If you don't see Tags, don't worry. We're adding this feature to new companies all the time. We hope to turn on tags for everyone soon.

     

    As David Carradine always hated to hear each week on Kung-Fu (the TV show) "Be patient, grasshopper" lol

     

    BTW, QB has a long history of announcing features way before they are fully introduced. IMO, they should add enhancements (if that's what these are) quietly, without fanfare, and then announce and explain when everyone is live. Now it is akin to being called for dinner and getting to the table and the table is bare.

      E
      evelynsovadminAuthor
      February 20, 2020

      Thank you!

      H
      htinternational
      March 6, 2020

      I have two business and use Quickbooks for both with exactly the same plans. In one I am able to use TAG, which is great for management and control, but in the other business I cannot access TAG at all. How can I have this solved? I really need to use it.

        H
        htinternational
        May 7, 2020

        We need this TAG as soon as possible please...

          H
          htinternational
          May 7, 2020

          Hi There!

           

          I have been trying to use this TAG's and waiting for this implementation since February without success. We really need to use this in our control in order to separate distinct projects and billings.

           

          So, PLEASE QUICKBOOKS, help us out here and allow this use for TAG for us ASAP.

           

          Thanks,

            T
            Tawni
            May 18, 2020

            PLEASE ADD for everyone!!! Very frustrating!

              P
              Pat2439
              May 22, 2020

              EXTREMELY frustrating!!!  PLEASE ADD ASAP. Especially now that we have to track PPP funds!!!

                C
                Cmorec
                August 22, 2020

                I just had tags added to my business. I think it looks AMAZING... However, when I click on Tags, the little green circle spins and it locks up QBO. I can't get to it. Even though I have the option for it under transactions, there is no field for it when I'm looking at an expense. So all I can see is the Tags header (page doesn't load) and the help articles. Any idea what I can do?

                J
                JonpriL
                August 22, 2020

                Hello @Cmorec,

                 

                There are times that your browser is full of frequently-accessed page resources, thus causing websites, like QuickBooks Online (QBO), to act weirdly. This can be the reason why tags and its function is not working as expected.

                 

                Let's consider logging into your QBO account using a private browser so we can isolate this issue. To do so:

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

                If this works, you can clear your regular browser's cache so the system can start fresh. But if you get the same results while using a private browser, use a different browser instead.

                 

                Lastly, here's an article you can read for ideas about how you can tag your transactions: Tag transactions in QuickBooks Online.

                 

                If there's anything else that I can help you with, let me know in the comments. I'll be here to help.

                C
                Cmorec
                August 22, 2020

                Thank you so much for giving me some things to try. I followed those steps (trying to go to the Tags page in a normal window and a private window) in Microsoft Edge, Internet Explorer, Firefox, and Chrome. It did the same thing in all 4 (except almost nothing would load in internet explorer, so I know not to try that browser again). Do you have any other ideas on why might be blocking this page?

                D
                Dylanger
                March 2, 2021

                How long does it take to be added?  I've had my account with QB for almost a year now and still don't have tags which is very essential to me.

                 

                It may or may not help you to know I am using the international version (we are using this in Guatemala, so that is what I selected before purchasing the license)

                J
                jamespaul
                March 3, 2021

                Hello, Dylanger.

                 

                I'm glad you find the Tags helpful for your business! I'll give some overview on the availability on the Tags feature. 

                 

                As of this year, we have already rolled out the Tags feature in QuickBooks Online and the Self-Employed versions. I checked our newsletter updates for the feature and it looks like it is available for all customers. 

                 

                Though, a cache-related issue can prevent the updates from being applied to your account. Let's rule this out by using an incognito or private browser: 

                 

                • For Firefox, press Ctrl + Shift + P.
                • For Chrome, press Ctrl + Shift + N.
                • For Safari (new versions), hold down Command + Shift + N.

                 

                Log in to your QuickBooks Online or Self-Employed account, then check the following options from the Gear menu: 

                 

                QuickBooks Online: Click the Gear icon, then check for Tags.

                 

                 

                QuickBooks Self-Employed: Click the Gear icon, then check for Manage tags. 

                 

                 

                When you're able to see the options for tags, close out the incognito window then go back to the regular browser. Next, clear the cache to remove the outdated webpage content. You can also use another browser as a solution. 

                 

                For more details about tags, you can check this article: What are tags and why should I use them?.

                 

                Need help managing your business in your QuickBooks program? We've got you covered with our articles and help content. Browse a specific topic in our general support page, then look for an article (change the product by clicking the version under Topics for). 

                 

                If you have other concerns, please let me know by replying here or posting a new thread. I'll help you out in managing your transactions, books and running reports. 

                D
                Dylanger
                March 3, 2021

                Thanks for your help James.  This did not work for me.  I have the online version, but also use the desktop app and tags does not appear for either version.

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