I'm wondering if anyone knows if it is possible to assign tags to transfer transactions? I'm using savings accounts as a simple way to create set asides for future spending and would like to tag my transfers from one account to another with specific information. I love the way reporting can help with assigning tags but I just don't see a way to do it with a transfer type of transaction.
Hello, jmadjedi.
QuickBooks Online offers numerous ways to help you track your sales, expenses, and profitability by account or any part of your business. Tags are a great addition to the tools QuickBooks Online provides to help you track incoming and outgoing funds. Though here are a couple of things you need to know first, TAGS are not available in all transactions types, only the following transactions can use tags:
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Meanwhile, you can use these references once you got the Tag feature on your account:
Aside from that, you might also be interested in using the Class or Location tracking feature. These features are somehow have the same functions with tags. You can browse these links to know more:
Let me know if you have other questions. You take care and have a great day!
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