Skip to main content
February 23, 2021
Question

If I use a tag on an invoice can my customer read the tag?

  • February 23, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

February 23, 2021

Hi there info1519,

 

This is a great question! The Tags feature in QuickBooks Online is one of the new organizational tools available for your books and can be used with invoices as well as other transactions. Know how and if this will impact your interaction with your customers can make a big difference in how you use this feature, and I'd be happy to go over it with you.

 

The Tags feature is an internal tracking tool that you can use to manage the transactions in your books. When I say it's internal, I mean that only you and other users on the QuickBooks Online account will see it, and the customer doesn't see the tag at all. You can test this out by adding a tag to an invoice, then selecting Print or Preview, then Print or Preview again to bring up the preview window. That gives you the opportunity to see the transaction the way the customer sees the transaction.

 

I've got a couple links for you here about this feature so that you can become more familiar with it and how it works.

Give those a read through and see how you might be able to use Tags to your advantage. If you have more questions after reading these, don't hesitate to reply and ask here.

 

I hope you enjoy the rest of your day!