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info971
July 2, 2023
Question

Is there a way of assigning a TAG when entering receipt details, I snap the receipt or upload it from a file but no where to select a TAG I have to go to expenses to add!

  • July 2, 2023
  • 1 reply
  • 0 views
I use TAGS to keep track of each cost or expense to each client or project, I have to go back to expenses and click each one to add or select the appropriate TAG.
I run the TAG report to show all associated costs or expenses connected to the client or project, if you could select at the time of adding or entering the receipt it would make life a lot easier and avoid possible errors.

1 reply

MJoy_D
MJoy_D
July 2, 2023

I can share some information about adding tags to receipts in QuickBooks Online (QBO), @info971.

 

The option to add tags to receipts is currently unavailable. You can only add tags once you add them as an expense. The feature to add tags to receipts or all your transactions will be a great addition to the current features that we have, so I'll take note of it. 

 

I also encourage you to leave feedback on your account. Here are the steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion. 
  3. Click on Next to submit feedback.

 

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

For more information about adding new tags and putting them to your transactions, check out this article: Tag transactions in QuickBooks Online.

 

Here's a helpful guide on how you can record, edit, and delete expenses: Enter and manage expenses in QuickBooks Online. 

 

Let me know if you need further information about adding tags in QBO. I'm always here to answer them for you. Keep safe, and enjoy the rest of the day!

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