//Using Tags in QuickBooks Online

Using Tags in QuickBooks Online

I just tested out tags today for the first time and wanted to share my thoughts so far.

There are tag groups and tags. I can see that it will be very important to have clearly defined names for the tag groups.

Below are the examples of the tag groups.

  • Tutoring (TAG GROUP)
    • Lisa W (tag)
    • Billy C (tag)
    • Steve C (tag)
  • Software Training (TAG GROUP)
    • Excel (tag)
    • OneNote (tag)
    • Outlook (tag)
    • QBO (tag)
    • Word (tag)

To get started by adding your tags you click the gear icon and select tags.

Add your first tag group. Remember it’s super important to plan out your names and have organized group names. When selecting a transaction you can only add 1 tag from each group.

Limits right now are 40 tag groups and 300 tags.

There are 2 reports for tags. To run them go to the reports and type “tag” in the search bar.

Profit and Loss by Tag Group (Change the Display columns by from other to your tag group)

Transaction List by Tag Group (Change the Group By from other to your Tag Group)

pnl group by tag
tag groups
tag group reports
By | 2020-03-05T11:44:08-06:00 March 5th, 2020|QuickBooks Online|0 Comments

About the Author:

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.

Leave A Comment