Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
MelroseV
QuickBooks Team

Reply to message

I appreciate the thorough information, bstanard. Let me help you with your transaction in QuickBooks Online (QBO).

 

As of now, the option to apply tags per category or item is unavailable in QBO. However, there are two alternatives to choose from that will allow us to generate reports on each event.

 

The first option is to utilize the Class tracking feature. This functionality can monitor your business based on department, office, and location. Also, this can provide a deeper understanding of your business segment's sales, expenses, and profitability. You can use this feature by entering the class name in the Class column in your Check window.

 

The second one is creating a separate expense transaction whether Expense or Checks. This way, you can run different reports on each event.

 

For the split payment, I recommend following the steps given by my colleague SashaMC.

 

Moreover, here are some articles you can read when running reports in the future:

 

 

If you have any additional concerns regarding Tags or Reports in QuickBooks Online, please don't hesitate to share them here in the Community space. Stay safe!

Need to get in touch?

Contact us