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jhanshaw
October 9, 2020
Question

Groups for Tags

  • October 9, 2020
  • 3 replies
  • 0 views

I went through the initial phase of creating tags, which offered me the option to group. I know how to add, delete, and modify tags, but how do you add another group?

 

Jeff

    3 replies

    N
    Nick_M
    October 9, 2020

    Hey there, jhanshaw. 

     

    I'm happy to help, here's how to create groups for your tags:

    1. Go to Settings ⚙ and select Tags.
    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.

    You can find these steps as well as many more at the following link: Tag transactions in QBO. 

     

    If you have any other questions, feel free to post here anytime. Thank you and have a nice weekend. 

    J
    jhanshawAuthor
    October 11, 2020

    Tried replying earlier, but I must not be able to reply via email.

     

    I’m not seeing that option - I’m using the self-employed online version. I get the option to create tags, but not groups - just choose from the one group I have. It let me set up that initial group when I created my first tags, but now that option is not there.

      Pabz_L
      Pabz_L
      October 11, 2020

      Hello there, @jhanshaw.

       

      Thank you for providing more information. 

      The step above was for QuickBooks Online. Let me show you how to create tags or groups tags in QuickBooks Self-Employed.

       

      Here’s how:

       

      1. In your QuickBooks, click the Settings gear icon and select Manage tags.
      2. Click Create new tag and then, add a Tag Name and Group.
      3. Select a color from the dropdown arrow then click Save.

       

      You can use this article for additional reading about tags and groups in QuickBooks: Tags and groups.

       

      Feel free to give us a short reply if you have more questions about Tags. Have a good day!

      W
      waterfallmelon
      January 27, 2021

      I also need to add more than the initial one group I was able to create in my QuickBooks Self-Employed. Seems a little ridiculous that there was the option to create a group. But no further support to create anymore, especially when similar quickbook products include this basic functionality. The accountant I work with was shocked. 

        M
        mchoule
        February 18, 2021

        Right? Like what even is the point? It's like they get us half a fonction. Now i have this stupid group I can't even delete that, but no way to create more. Honestly, I find it insulting,

          M
          mowhitak
          March 12, 2021

          That's messed up. It's not like the functionality isn't there... if you can create one group initially, you can certainly create more. PLEASE ADD THE ABILITY TO CREATE MORE GROUPS IMMEDIATELY. 

          A
          acrobotic
          April 13, 2021

          +1 here. As a software dev, this is the most half-assed implementation of a feature I've seen. I don't think allowing customers to group their transactions *in different groups* is too much to ask, even at the lowest-tier of pricing. "Support" Team: this feature *is not* available on QBSE so stop w/ the irrelevant responses, and just pass on the complaints to the appropriate department so they can continue to be ignored further down the chain of incompetence.

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