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Question

Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?

Forum|Forum|6 years ago
May 5, 2020
16 replies
62 views

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QuickBooks Online

Level 8

Hello, @amy-batchman.

Yes, you can multiples tag to your split transaction. You'd want to add the tag after you split the transaction.

You can use these articles for more insights about organizing and tracking your income and expense transactions:

Let me know if you have other questions about managing our transactions in QuickBooks.

Regarding adding multiple tags to a split transaction: can that be done in Essentials? You mention a video but there is no link.

Level 5

Thank you for chiming in on the thread, KathCath. There is a workaround you can use to add multiple tags to split transactions in QuickBooks Online Essentials. I encourage you to follow the steps my colleague @RCV mentioned above. You can refer to this video to learn more about tagging in QuickBooks. If you have any questions, don't hesitate to let us know. This is why we are here to help! Take care.

Level 7

"Can I tag a split transaction with two tags and have each tag associated with a specific portion (dollar amount) of the split?"

No, you can't. Tag is for the entire transaction. You can't tag to each row in a split transaction like you can do for the class. Hope this helps!

Without the ability to split the tags, this feature is relatively useless. Since you can't split transactions between locations, there needs to be a way to track more than 1 Class category, revenue/cost center without having an huge chart of accounts.

The system is extremely limiting for a growing business.

Moderator

Thanks for joining this thread, @swdv-sg.

In QuickBooks Online you can track transactions using more than 1 class categories. For example, you can assign an item to one or more classes when creating a transaction. Let me walk you through the steps:

Log in to your QuickBooks Online account.
Click the +New button and select the type of transaction you want to record.
Enter the necessary info.
In the Item details section, add a 3 line items for a single item and assign it to different classes.

To know more about the class tracking feature in QBO, you may visit this article: Class tracking in QuickBooks Online.

Then, you can run several class reports to track transactions by class. For the detailed steps here is an awesome link that you can open: Run reports by class.

Feel free to leave a reply if you have more questions about class tracking in QBO. I'll be here to answer them for you. Stay safe.

I agree with what is being said here. There needs to be a way to split a transaction and tag each part separately before this feature will be useful. My client is wanting to use this feature to track repairs for it's equipment and without the ability to split an item this will not work. They don't need to use projects, as that feature is built for something different and they would run out of classes if they tried that. QuickBooks please add the ability to tag a split transaction on a line by line basis. Sincerely an advanced pro advisor.

I agree. Very frustrating and pretty useless not having the ability to tag separate lines within a transaction which has been split

I just shifted over a client from Quickbooks Desktop, only to realize that we can't actually analyze her revenue the same way without being able to tag individual lines within a transaction. After talking with a QBO representative about tags, I understood that we could still tag items and run reports as we were doing previously in QBD. I wouldn't have moved her to QBO if he had been clear about not tagging individual line items! What should have been less work for me on QBO vs QBD just turned into more work. Disappointing. When is a small business in today's world only paying with checks for a single purpose or not wanting to actually analyze different revenue streams?

+1 for being able to add tags to a split transaction

Categories are often used for different types of expenses.

And then tags used on top to keep track of a particular project.

It's a common scenario that a large expense to a single supplier will be for more than 1 project.

Without being able to split up the transaction and tag each split item individually, there is no way to use these tags to keep track of project expenses.

I had no idea this functionality didn't exist when upgrading my account (the only reason I upgraded was for tagging).

Could this functionality please be implemented as quickly as possible?

I would consider this "essential" to tagging functionality.

Thank you for your help.

A

Anonymous

Please – Please! – add the ability to TAG transaction SPLITS. I'm evaluating QBO, and planned to switch exactly because I needed the TAG feature, only to find that it's severely crippled in this way.

Any typical accounting package (and QB is no exception) is oriented towards tax accounting, and much less towards business finance. Do we keep a separate set of books, organized to show more useful information about the business? Too hard. And frustrating, since the data is already right here, mostly.

Tags promise to enable the ability to flexibly report on (mostly) income and expenses, right within the primary set of books – but without affecting those books.

The smallest units of either type of reporting - built-in tax-oriented, or flexible tag-based - is the single SPLIT entry tying back to an account in the formal chart-of-accounts. NOT a transaction.

Transactions seem an odd thing to base tags on, as they're more about the interaction with other entities (vendors, payees) than they are about the company. They're often groupings for convenience. Sometimes smaller orders - raw materials for several product lines, for instance - are grouped to reach more favorable vendor pricing thresholds.

Just like built-in reporting reports on transaction SPLITS, so will TAGs be useful only if they can do the same.

QuickBooks Team

QuickBooks Team

Providing the best experience with the product is what we aim for, Joe_Vannucci.

We understand how important it is to add a separate tag to split transactions. What we can do is by tagging them after you split the transaction. Let me show you how:

Go to the Accounting tab and select Chart of Accounts.
Locate the account, click View register, and find the transactions.
Select it, click Edit and you'll see the Tags option.

If this is something our engineers need to look into, you can submit product suggestions by following these steps:

Click the Gear icon at the top.
Choose Feedback.
Enter your comments or product suggestions.
Then select Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online (QBO). You can track feature requests through the QuickBooks Online Feature Requests website. Additionally, you can keep an eye on our QuickBooks Blog to stay up-to-date with the latest news. To know more about how the Tag feature works, see the articles below:

Feel free to post again if you have questions about your account. I'll also address other QBO concerns you might have. Have a great day ahead.

A

Anonymous

Have you actually tried that? Or read this thread? It's been mentioned by QB employees (incorrectly) more than once. What you suggest is to simply tag the entire transaction after the splits are made. Before or after, it doesn't matter. The whole point of this thread is that we need to tag each split separately.

I desperately need this function too. I need to be able to show a portion of salary against a funding source (along with a lot of other expenses). Was hoping to just tag the funding and the expenses against it.

Please add this feature!

I too need this exact same functionality. When can we expect this feature to be built in?

Has this issue been resolved? I've noticed that all threads QB's doesn't even listen to their customer and their needs. This is a simple function that they act as though we are asking for mountains to be moved. QBO, is this fixed or not?

Need_To_Do_Better

How is it that most QB employees inability to comprehend the issue is only matched by QB inability to rectify and properly address this pressing issue, more then a year after this thread was initiated?

Moderator

Adding your desired feature is a great help to optimize your QuickBooks navigation, @Need_To_Do_Better.

To make this possible, let our product developers hear your thoughts and suggestion. To do so, you can send them your feedback within QuickBooks Online (QBO). Here's how:

Go to the Gear icon.
Choose Feedback.
Enter your comments or product suggestions. Example: Need to add Tag option on the split transactions in QuickBooks Online.
Then click Next to submit feedback.

Once done, you can visit our QuickBooks Online Feature Requests website to track feature requests. Then, to see the latest updates and new features added, checkout our QuickBooks Blog.

Should you need any resources that you can bookmark or save for future use? You can always found it here on our QuickBooks Help articles page. Simply type a keyword or phrases of your concern on the search field or select any of the categories displayed to start browsing.

I’m always here in the Community if you need more help about tagging your transactions in QBO. Just post a reply below to notify me of your response. Take care always.

This has to be the funniest support thread I've ever seen. Clueless support reps regurgitating some script over and over again, completely disconnected from the problem.

And the couple of reps that understood that the feature is unavailable, are telling people to submit a request??

Can't you use a Request Management Tool, like Canny or any other, to vote on already existing requests like this one (that's been here for over a year)?

Starting my search for a Quickbooks alternative today.

PS: Can't wait to see the reply to my message, telling me to tag the whole transaction after I've split it lol

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