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September 12, 2024
Question

Why can't you add a tag when reviewing a receipt rather than having to go back into the bill or expense afterwards?

  • September 12, 2024
  • 1 reply
  • 1 view
No text available

1 reply

Moderator
September 13, 2024

We appreciate you raising your concern here in the Community, usersuzanne.

 

The option to add tags on receipts while reviewing them is currently unavailable in QuickBooks Online. You'll include these entries in your books first and put tags in the Expenses or Bills window afterward.

 

In the meantime, I recommend sending feedback to our product development team. After evaluating its benefits, they might integrate your suggestions into upcoming product updates to enhance your transaction tracking experience.

 

Here's how:

 

  1. Head to the Gear icon at the top.
  2. SSelect Feedback under Profile.
  3. Enter your product improvement ideas.
  4. Click on Next to submit.

 

Additionally, you can access this page to monitor your feature requests: Customer Feedback for QuickBooks Online.

 

Moreover, refer to these resources for guidance on utilizing tags when tracking your financial dealings to see how each area of your business is doing:

 

 

Please respond to us in this thread for further questions about tagging receipts or other income and expenses in QuickBooks Online. We're always available to provide assistance and address any inquiries you may have.