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April 16, 2024
Question

Transactions and Sales menus do not include Tags, should it ? In some youtube videos I have seen those menu options.

  • April 16, 2024
  • 1 reply
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Transactions and Sales menus do not include Tags, should they ? In some youtube videos I have seen those menu options.

1 reply

April 16, 2024

Hello, @treasurer-lhanbr.

 

I am delighted to help you learn about Tags in QuickBooks Online. These can be extremely useful for organizing and tracking your transactions. 

 

Tags are visible when categorizing or adding transactions. If you're only matching a transaction already recorded in QuickBooks, you will not see any tags.

 

To view tags, here's how:

1. Go to Transations menu.

2. Click bank transactions.

3. Choose for review .

4. Select a transaction and click categorise.

 

Moreover, to view tags in Sales, you can go to Sales menu and then open a transactions.

 

For more details, these resources tackle how the Tags feature helps track your sales and expenses. From there, you'll find answers to common questions about this functionality.

 

 

I hope this helps you get started with using tags in QuickBooks Online. If you have any further questions, feel free to ask!