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January 14, 2022
Question

How do I tag multiple transactions in QB Self-Employed? When I select multiple transactions and click the tag icon, nothing happens.

  • January 14, 2022
  • 1 reply
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1 reply

Jen_D
January 14, 2022

Thanks for taking the time to visit us, @1839234.

 

 

We recognize the need to have the option to tag multiple transactions in QuickBooks Self-Employed. For now, there isn't any batch action for tags, so you need to tag entries one at a time.

 

We need you to log your suggestion, while the preference you're looking for is unavailable. Follow the steps below in your QBSE account:

 

  1. Tap the Assistant icon on top of the account.
  2. Type Feedback then press Enter.
  3. Click on the Add a feature option.
  4. Type your feedback then press Enter again on your keyboard. 

 

Let me know if there's anything else you need help with QBSE concerns. I'll be right here to assist your self-employment questions any time. Have a good one!

January 14, 2022

Thank you, Jen. How about QB Online? Is it possible to tag multiple transactions there?

January 14, 2022

Hi flora-chenproduc,

 

It's nice to see you reaching back out!  QuickBooks Online provides the option to group tags together for viewing specific areas of your company and how they're doing.  I'd be happy to provide more information so you're on the right track with your QuickBooks goals!

 

In QuickBooks Online you can group tags together.  To learn more about tagging transactions and creating groups, click here.  

 

Please feel free to ask additional questions.  We'd be glad to assist!