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October 11, 2024
Question

Why I can see the "tags" menu in my quickbooks essential plan? which plana have this feature ?

  • October 11, 2024
  • 1 reply
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1 reply

October 11, 2024

Hey there, Jacobo. Let me help you get sorted out in finding the "Tags" menu in your QuickBooks Online (QBO) Essentials plan.

 

The Tags feature is very handy for organizing transactions, and you'll be happy to know that it’s available across all QBO plans, including Essentials. You can find it by following these steps:

 

  1. First, click on the Settings icon at the upper right corner of the screen.
  2. Select All Lists from the dropdown menu.
  3. You'll find Tags listed there.

 

It doesn’t appear in the left-side navigation panel by default. However, here's how to make it quickly accessible:

 

  1. Follow the steps to reach the Tags page.
  2. Then, click the Bookmark this page icon below the Bookmarks section on your browser.

 

You can now have it displayed on your left-side menu for convenient access. I'll also add this screenshot for a visual reference:

 

 

Additionally, here's a helpful article about tracking income, expenses, or profitability by business segment. Please feel free to visit this link: Get started with class tracking in QuickBooks Online.

 

If you have more queries about QuickBooks features, don’t hesitate to mention me in your replies. I'll be coming back to ensure you get the assistance that you need.