![]() ![]() To get started, click the gear icon in the upper right. Individual events might read, for example, Grayson Wedding, Spring Art Show, and Hillman Conference. For example, say you do some event planning. Groups consist of related tags that share a common theme. ![]() Once you’ve given your group a name, you can start adding tags to it.īefore you create a tag, you need to create a Group. But there are two reports specifically designed for them: Profit and Loss by Tag Group and Transaction List by Tag Group. They don’t affect your books, and they’re not included in the customization criteria for reports. They’re more flexible than the tools we’ve already mentioned – they allow you to track your money any way you want. These are customizable labels that you can assign to transactions (invoices, expenses, and bills). Then there are Tags, which are fairly new to QuickBooks Online. ![]() You can also add a Location field to sales transactions so you can track sales by stores, sales regions, or counties, for example. These are important for reporting and tax purposes. There’s a different set of Categories that you’ll use when you record bills and expenses. You can assign Categories to products and services to gain insight into your sales and inventory. Some of the site’s reports are designed specifically for these tools, like Sales by Class and Profit and Loss by Class. If you’re using QuickBooks Online Plus or Advanced, you can create and assign Classes to transactions to differentiate between, for example, store departments or product lines. QuickBooks Online offers numerous ways to help you track your sales, expenses, and profitability. ![]()
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