How can I tag transactions in quickbook mobile?

Hi there, griccio. Currently, the option to add tags to your transactions is not available in the mobile app, but you can easily use this feature by accessing your QuickBooks account through a web browser. Let me guide you through the steps to use the tagging feature in QBO.

Before we proceed, I want to let you know that after May 16, 2025, you won’t be able to create new tags. However, you can migrate your existing tags and add them to custom fields for tracking and reporting purposes in QBO.

For more details on what tags are and why you should use them, please refer to this article.

To access the tagging feature on your phone, log in to your QBO account through your browser. From there, you'll be able to add tags to your transactions.

Here's how:

1. Log in to your QBO account using your browser.
2. Find the transaction you want to tag.
3. Select the transaction to view its details.
4. In the Tags section, click on Manage Tags.
5. Click on Create Tag to add it to the transaction.

Additionally, you can refer to this article for detailed steps on migrating your tags to custom fields in QBO.

After you’ve added your tags, you can run a report to keep track of your finances and customise it as needed.

Our top priority is providing accurate solutions to your needs. If you have any questions or concerns related to QuickBooks, don't hesitate to reply to this thread, Riccio. Keep safe.