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Learn How to Create and Use Tags in QuickBooks Online - YouTube YouTube Start of suggested clip End of suggested clip And then select the tag group command from the drop. Down in the create new group pane that appearsMoreAnd then select the tag group command from the drop. Down in the create new group pane that appears at the right side of the window.

What's the difference between tags and categories? Tags are more flexible. You can track things the way you want and they don't affect your books. Categories are used on your chart of accounts and by accountants for tax purposes.

How to use tags in QuickBooks Online - YouTube YouTube Start of suggested clip End of suggested clip You can select a tag or add a new one. Once everything looks good with this expense. Select confirmMoreYou can select a tag or add a new one. Once everything looks good with this expense. Select confirm the process is similar even if you create expenses that aren't connected to online banking.

You can create up to 40 tag groups in QuickBooks Online Simple Start through Plus, and unlimited groups in QBO Advanced. Altogether, these groups can contain up to 300 tags in total. One workaround to the 300-tag limit is that you can have unlimited ungrouped tags (also called ?flat? tags).

Use classes if you need to group income and expenses for things like job costing, budgeting, or fund accounting. You can also use classes to track specific line items. Tags track things at the transaction level. If you want a simple way to track info you care about, use tags.

Tags are customisable labels that let you track transactions however you'd like. You can tag invoices, expenses, and bills. Group tags together and run reports to see how specific areas of your business are doing. They don't impact your books.

If you have an uncategorized item, here's how to add it to a category. Go to Settings ?, then select Products & services (Take me there). Find the product or service you want to categorize. Select Edit. Select the Category ? dropdown, then select one that fits this item. ... Select Save and close.