Hi Can I want to tag/group certain invoices and payment receipt together?

Welcome to the Community space, mohsin2. I'm glad to walk you through grouping your invoices and sales receipts by Tags in QuickBooks Online (QBO).

Beforehand, a tag is applicable when generating expenses, bills, and sales transactions in QBO. All we need to do is create a Group tag that you can use when creating the said transactions. The tag is essential when running your reports by tags and handy for seamless tracking.

To generate a tag, let's follow the steps below:

1. Go to the Gear ⚙ icon and select All lists.
2. Choose Tags and then click the dropdown arrow ▼ beside New.
3. Select Tag group.
4. Enter a Group name. Then, hit Save.
5. Select Tag name, and once done, click Done.

Furthermore, we can also create a tag directly from the Invoices page. Here's how:

1. Log in with your QuickBooks account.
2. On your Sales menu, choose Invoices.
3. Click Create invoice.
4. On the Invoice page, select the Manage tags option.
5. Press the Create group button. Then, enter a Group name.
6. Once done, hit Save and then generate a Tag name.
7. Click Add and then hit Done.

After this, you can apply the created tag to new and existing expenses, bills, and sales transactions. Just click Edit on each data. Then, add the tag in the Tags section to use the tag on existing ones.

However, if you mean combining the data, this is not an option in QBO. Yet, you can link an invoice to a payment. On the other hand, when a customer pays for a transaction outside of QBO without creating an invoice, a sales receipt is used.

Also, I've added this article to guide you with managing your reports in QuickBooks: Run reports in QuickBooks Online.

Feel free to reply to this thread if you have additional QuickBooks-related queries. We'll be in touch.