How Do You Use Tags in QuickBooks Online?
What Are Tags in QuickBooks Tags in QuickBooks are customizable labels that let you track your money however you want to get deeper insights into your business. You can tag transactions such as invoices, expenses, and bills; tags don't impact your books. They're a simple way for you to track and report on the info that matters most to you. How to Use Tags Let's go over how to create tags and tag groups and add tags to money in and money out transactions like invoices and expenses. Finally, we'll look at running reports on titles to see how you're making and spending money to start select settings and tags once you tagged some transactions. You'll see the results of your tagging here as well. Before you start tagging, ask yourself which parts of your business are essential to track. For example, you can track how much you're making and spending on different types of jobs, or you can tag things like ad campaigns, sales reps, or who managed a project