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brent24
February 24, 2021
Solved

Are tags on invoices visible to clients in Quickbooks Online?

  • February 24, 2021
  • 1 reply
  • 8 views
I would like to use tags to better report on income. For example, if a client is in a certain industry like retail, I would apply a retail tag to that invoice for easier reporting later on sales by industry. However, would like to know whether or not the client sees those tags before choosing which tags to apply. Thanks in advance!
Best answer by JenoP

I'd be glad to answer your questions about using the Tags feature, brent24

 

Your client will not see the tags that you assigned to the transactions. It's primarily used to let you track transactions however you'd like using customizable label for easy reporting. Your customer will only see the data and information in the actual invoice that you sent to them. 

 

Let me share these articles with you for additional reference:

 

 

Don't hesitate to reach out to us again of reply below if you have follow-up questions. 

1 reply

JenoP
JenoPQuickBooks TeamAnswer
QuickBooks Team
February 24, 2021

I'd be glad to answer your questions about using the Tags feature, brent24

 

Your client will not see the tags that you assigned to the transactions. It's primarily used to let you track transactions however you'd like using customizable label for easy reporting. Your customer will only see the data and information in the actual invoice that you sent to them. 

 

Let me share these articles with you for additional reference:

 

 

Don't hesitate to reach out to us again of reply below if you have follow-up questions. 

    A
    amimedia
    September 21, 2021

    I would like to use the Tags feature to reference client campaigns.  I would like for the Tags/Campaign to show on the invoice. Is this possible? 

    R
    RCVQuickBooks Team
    QuickBooks Team
    September 21, 2021

    Thanks for checking in with us, amimedia.

     

    The option to show the tags/campaign in the invoices is unavailable in QuickBooks Online (QBO). Your customer will only see the details in the actual invoice that you sent to them since tags is primarily used to track transactions. To learn more about this one, see the Tag Transactions In QuickBooks Online article. 

     

    However, you'd like to use the customizable labels for easy reporting. Then, run reports for tag groups to see how tagged transactions are performing. Here's how: 

    1. Go to the Banking menu and select Tags.
    2. Find a group on the list.
    3. Under the Action column, press Run report.

     

    You'll see how everything in the group affects your bottom line since groups have both money in and money out transactions. For more details about the Tag future, check out the What Are Tags And Why Should I Use Them? article. 

     

    Feel free to visit our Invoices and payments page for more insights about managing your company's income and sales transactions.

     

    I'm just one post away if you need a hand with running your customer's reports or any QuickBooks-related. I'll be here to guide you. Have a great day. 

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