Question

Is there any way to bulk apply tags to transactions / expenditures / Receipts /etc?

Forum|Forum|5 years ago
August 8, 2020
3 replies
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Original commenter did not share additional details

QuickBooks Online

Welcome to the Community, @devinitelybk.

Let me share some clarification about the new feature in QuickBooks Online.

Currently, an option or keystroke to bulk apply tags to transactions is unavailable. In the meantime, you'll need to perform the process on each one of them manually.

I appreciate your input about the tags feature. We'll continue to improve the features and options in the product for users to have a better preference.

Also, I've attached some articles you can bookmark to stay updated to any changes or additions to the tags feature:

Please know that I'm just a post away if you have any other questions. Have a great day ahead.

S

SouperD

Are there any updates to this request? The use of Tags is great, but sometimes you just don't know exactly how you want to analyze your business till you have hundreds of transactions ... so to go back and one by one apply a tag is frustrating. Thanks.

R

ReymondO

Thanks for joining in this thread, @SouperD.

Let me provide you updates with regards to this matter.

For now, the option to bulk apply tags in your transactions is not yet available in QuickBooks Online (QBO). There is no specific timeline on when will this feature be added to the program.

However, you can directly send your suggestion to our Product Engineers. This way, they can review this request and check if they can add it in future updates. Rest assured that they are implementing new features based on the functionality that works best for most users.

Here's how:

Just sign in to your account and click the Gear icon.
Select Feedback.
Enter your suggestions in the box and click Next to submit.

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.