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---11
November 14, 2020
Solved

How do I assign different TAGS to different Line Items on a single Invoice or Bill form a Single Supplier or Customer?

  • November 14, 2020
  • 2 replies
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Original commenter did not share additional details
Best answer by emmam6

I'm determined to improve your impression of our support, Rpm47.

 

Since you already contacted the support , let's perform troubleshooting step to fix this. There are times that the browser is full of frequently-accessed page resources, thus accumulating and corrupts the browser cache causing the runtime user interface to malfunction.

 

To start, access QuickBooks account using a private/incognito browser. You can use the shortcut keys below:

 

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

Once you're in, go to report again to check if it works. If you able to see the report, we'll go back to your regular browser and clear the cache to get rid of the stored junk files. 

 

To learn more about the reporting functionality in QuickBooks, you can refer to the following articles:

 

Let me know if there's anything else you need or you have other questions about reports. I'd be glad to help you more.


Hello Community Users! We just popped in to add some clarification on this thread. Tags track things at a transactional level on invoices/bills etc. If you are looking to categorise line items one by one on a transaction it would be a case of using classes instead. We have included a guide here to FAQ about tags

2 replies

MichelleBh
MichelleBh
November 14, 2020

Hi there, @---11.

 

Let me guide you on how to add different tags to each of the items on a single Invoice for one customer in QuickBooks Online. 

 

Here's how: 

 

  1. Go to the Plus icon on the left side, then choose Invoice. 
  2. Select a Name in the drop-down arrow. 
  3. Enter all the transactions for that customer. 
  4. In the Tags section, select all the appropriate tags. Make sure each tag has a different group. So you're able to apply it. If you don't have yet, you can create a group with a tag. 
  5. Hit Save and close. 

 

You can also write a word in the Message on statement box to easily locate the invoice. 

 

After that, let's access your Transaction List by Tag Group to review the transactions. You can customize it to show the specific details. Let me guide you how: 

 

  1. Go to the Reports tab on the left pane. 
  2. Type Transaction List by Customer tag Group in the search box. 
  3. Click the Customize button. 
  4. Choose a Report period in the drop-down. 
  5. In the Row/Columns, pick Transaction Type. 
  6. Under Columns drop-down, choose the group name. 
  7. Tap Run Report. 

 

You can also hit the Save Customization to save the report. It will save on the Custom report page. Memorizing reports in QuickBooks, it’ll help you save time since it automatically updates every time there are newly added transactions.

 

You also have an option to turn on the Automatic send email reports feature in QBO. For more information, visit this article: Set schedule and email information for a memorised report.

 

 

Additionally, please visit our help articles page. This page contains a lot of information about managing customer's payments, transactions, reports, and other related topics. 

 

Feel free to add a comment below or click the Reply button if you have other questions. I'm ready to help. Have a good one!

L
lkiff
May 4, 2022

I have the same probem.  If I can't take individual items in a transaction (some incoming deposits from our bank and Square have multiple lines) then I can't use tags AT ALL.  The ability add multiple tags just turns my reports into garbage.  I can only solve my problem by creating lots of extra accounts. I could really use the tag-driven reports to present information clearly to my board members, but they'll never be accurate because some data will always be missing or mis-classified.

    U
    usersusan2
    July 19, 2022

    Quickbooks Online once again falls short.

    R
    Rpm47
    March 15, 2021

    The title of this help item says " different tags to DIFFERENT line items on a single bill".  I think that is misleading - the help item only shows how to put different tags on ALL line items.

     

    If anyone has achieved what the title says please post here.  

     

    Otherwise the QB 'help' team should correct their title.

      S
      ShopAdmin
      March 15, 2021

      No, there is no way to do this which is a real shame - well there is is you enter the bill / receipt x times to the number of tags you want.....which kind a defeats the whole point

       

      The whole reporting on the tags is a pain too and not worth it - you cannot run a report based on B/Sheet and P&L items together and so on....also the tags cannot be archived as they then disappear and then you loose your data.  Basically you will end up with a TAG selection list as long as your arm!!!!!  including all the "no longer used ones" which you would of course want to use for historical reporting.  All you need is the ability to run a TB on the TAGS you want....bingo.....  but no...you have to mess about in the BS and the P&L and and and.....

       

      It is a real shame as it was a great idea just not really thought through.  We have since stopped using TAGS as it was causing more work to no benefit - a real shame

       

      Oh well - perhaps one day the QB team will listen to their end users 

        R
        Rpm47
        March 15, 2021

        Thanks for the support ShopAdmin.  And thanks for highlighting the other limitations of the tag feature.  I was thinking of going the route of posting the bill x times as you noted.  But the other limitations ...  I'd have met those eventually.  You've saved me time.

         

        Another area of frustration is with the Scanned Bills feature.  It is a great idea, i could really use it.  But it is so clunky as to be unuseable in volume.  I raised this in detail 9 months ago.  But they don't seem to hear.

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