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Sweetlou
December 21, 2023
Question

Tagging

  • December 21, 2023
  • 1 reply
  • 0 views

Hello,

 

Is there a way to tag a receipt/bill when entering it for the first time in the system(uploaded from your computer/reviewed) without having to go back and edit it after it's in the system?

While reviewing each item I noticed the "Additional Fields {optional}" section and was wondering if I could enter/setup the TAG in there but can't seem to get it to work.

Thanks for any input!

1 reply

F
FateCandylaneT
December 21, 2023

I can see that your business has a definite need, Sweetlou. I appreciate the information you've shared with us here, and I've come to provide insights when uploading receipts/bills into your account.

 

It's a great idea to add tag field options when importing receipts in QuickBooks Online to track and manage items or transactions entered into your data. Currently, this feature is unavailable in the program.

 

I understand the ability to modify and make use of this feature to help you track the entries recorded. For now, you can send your valuable feedback directly to our product engineers. They may consider your suggestion and will work on its progress to include them in future product updates. To do this:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your product suggestions or feedback.
  3. Then, click Next to submit.

 

In addition, I've got these helpful references to guide you in tracking the things you buy and sell, and receive invoices paid from your customers:

 

 

I appreciate your patience and understanding as we work on enhancing our product. Just let me know anytime in this forum if you have any additional questions when managing receipts in your account. I'm always available to provide further help. Have a good one!

S
SweetlouAuthor
February 15, 2024

Do you think this feature will ever be added?  It seriously adds hours and hours to my work week going backwards to tag all the receipts that I've literally already uploaded and reviewed.

On a somewhat related note, for some reason I can't use the same name for a tag in a different group.  Is there something I'm doing wrong?

Just say for instance I have Supplier A, and Supplier B, but one job-site name that I'm tagging them to.

When I try to create a tag for Supplier B with the same job-site from Supplier A it says tag already exists try a different name?  Shouldn't the tag be independent from group to group?  Supplier A - Job-site 1, and Supplier B - Job-site 1 are two different tags, not the same tag.

 

C
Carneil_C
February 15, 2024

I appreciate you for getting back on this thread, @Sweetlou.

 

As of the moment, we don't have a specific time frame for this feature of being able to add tag field options when importing receipts will be added into QuickBooks Online.

 

Also, adding the same name for the tag in a different group isn't possible. That's why you've encountered an error message. What we can do is follow what the errors said. We can try another name for the tag.

 

Moreover, this would be a great time to send this feedback so they'll be able to review your suggestion and might be able to add this option in future product enhancements.

 

If you're not yet done sending your recommendation, you can follow the steps below:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your product suggestions or feedback.
  3. Then, click Next to submit.

 

Please take note that it still depends on the number of requests we receive from the customers. You can track the progress of your request by visiting our Feedback forum page.

 

I'll share with you a few articles that can help you manage tags in QBO:

 

 

If you need more help with QBO features or want to share your best practices using the product, please let me know, and I'll lend a hand.

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