![]() When your tags are in groups, you can then create reports such as a profit & loss report on all the tags in that group at the same time. When you search on an ungrouped tag, you get a list of all the transactions that contain that tag. Non-grouped tags are really only useful for doing searches and can’t be viewed in reports. One workaround to the 300-tag limit is that you can have unlimited ungrouped tags (also called “flat” tags). Altogether, these groups can contain up to 300 tags in total. You can create up to 40 tag groups in QuickBooks Online Simple Start through Plus, and unlimited groups in QBO Advanced. For example, if you create a group called Employees and add all your staff, and a second group called Vehicles with a list of company delivery trucks, you can tag any transaction with one employee name, a vehicle, or both. In each transaction, you can apply one tag from each group. Tags should, in most cases, be grouped together in categories. ![]() Planning your tagging system Designing tag groups As of this publication, tags are assigned to entire transactions. Tags can also be applied via the banking feed and rules. Transfers and journal entries will be available over time.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |