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ndn
March 30, 2020
Solved

Tags

  • March 30, 2020
  • 4 replies
  • 0 views

Can I add a tag to an existing reconciled transaction?  If so how? 

Best answer by Michael K

Hey there, @ndn. Thanks for getting back with us.

 

You can tag transactions such as invoices, expenses, and bills. At the moment, you can’t tag general journal entries or transfers. You also can’t tag things like customers or items. That being said, I've included how to edit register transactions below. Check it out:

 

  1. Go to the Accounting menu, then Chart of Accounts.
  2. Find and select the register you want to review.
  3. In the Actions column, choose View register.
  4. Find and select the transaction in the account register to expand the view.
  5. Make changes in the available fields.
  6. If you want to change something in the grayed-out sections, select Edit. This opens the full transaction form where you can make additional changes.
  7. When you're ready, select Save or Save and close.

 

That's it! Some transactions can't be edited directly in the register. You need to select the transaction and open the full form to make edits.

 

I recommend checking out our video tutorials since you mentioned your fairly new to QuickBooks Online. It's jam-packed with useful tips and tricks to become a pro in no time.

 

Let me know if you have any other questions, I'm here to help. Have a good one!

4 replies

S
SashaMC
March 30, 2020

Hi Ndn,

 

Thank you for joining the QuickBooks Community. Tagging transactions is a new feature within QuickBooks Online to get deeper insights into your sales and expenses without impacting your books. If you're not able to see the tagging transactions as yet, our engineers are working hard for everyone to receive this feature. I recommended this article, and it shows you how to create tag groups, create new tags and tag transactions,edit tags and tag groups, and get insights from the tags. Please let me know if you have any additional questions and have a good day.

 

 

N
ndnAuthor
March 30, 2020

Thanks.  I had watched that.  I am trying to locate how to edit an existing transaction that does not have a tag and add a tag to it.  I am new and it might be that I don't know where to go to edit existing transactions.  The places I have found do not have field for tag.  Is there such an editing screen?  

Michael K
Michael KAnswer
March 30, 2020

Hey there, @ndn. Thanks for getting back with us.

 

You can tag transactions such as invoices, expenses, and bills. At the moment, you can’t tag general journal entries or transfers. You also can’t tag things like customers or items. That being said, I've included how to edit register transactions below. Check it out:

 

  1. Go to the Accounting menu, then Chart of Accounts.
  2. Find and select the register you want to review.
  3. In the Actions column, choose View register.
  4. Find and select the transaction in the account register to expand the view.
  5. Make changes in the available fields.
  6. If you want to change something in the grayed-out sections, select Edit. This opens the full transaction form where you can make additional changes.
  7. When you're ready, select Save or Save and close.

 

That's it! Some transactions can't be edited directly in the register. You need to select the transaction and open the full form to make edits.

 

I recommend checking out our video tutorials since you mentioned your fairly new to QuickBooks Online. It's jam-packed with useful tips and tricks to become a pro in no time.

 

Let me know if you have any other questions, I'm here to help. Have a good one!

D
DP-PRSP
June 27, 2020

This thread is helpful, however I am curious:  When will tags be available to my QBO account?

 

Thanks

Dennis P

JessT
JessT
June 27, 2020

I'm glad that you find this thread helpful, Dennis!

 

The Tags is still a new feature, and we're adding this to QBO accounts by clusters. Our engineers haven't given a target date, but it will soon be available on all accounts. Please stay tuned for some updates on the QuickBooks Blog page.

 

We're just right here if you have other questions in mind. Have a healthy and joyful weekend!

B
bonobo_a_gogo
February 13, 2021

Can I display tags associate with a particular check in my register? If not, why not? It makes it difficult to know if a transaction has been tagged or not if I can't see it when looking at all of the transactions. 

    C
    ckelleher
    April 16, 2022

    Will tags be available on transfers soon? I'd like to use tags to earmark what certain transfers are for (eg., tag a transfer into savings for taxes or for a capital expense) to indicate how much has been saved for these earmarked purposes.

    DivinaMercy_N
    DivinaMercy_N
    April 16, 2022

    Hello there, @ckelleher. Thanks for joining this conversation.

     

    Let me go over and discuss further details about the Tags feature in QuickBooks Online (QBO). 

     

    Currently, the option to add tags to transfer transactions is unavailable. We may not have the exact time frame on when this will be implemented, however, to track its status, I recommend visiting our QBO feature request website. From there, you can also add a vote and additional insights for the request.

     

    In the meantime, you'll want to utilize either the class or location tracking features to record your transfers by segments. These work like tags since they put the transaction on specific groups. 

     

    Once settled, running reports by class is a breeze in QBO. These reports will help you easily see your sales, costs, or profitability by class. 

     

    I'm just around the corner to help in case you have any other concerns about managing your transfer transactions. Just post a reply below and I'll circle back to help you out. Have a good one. 

    P
    PleaseFixNow
    December 15, 2022

    How is it possible that tagging Journal Entries is not possible?  This has been asked for in this thread for two years by multiple people, with the same canned answer coming back each time.  This seems to be such an easy fix and would help make this product more usable.  I suspect the only reason is so we upgrade the product to enable classes - I don't see any other reason why this couldn't be easily integrated.   

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