Tuesday Tech Tip: QuickBooks Tags – A Smarter Way to Track Money
Lost in receipts? QuickBooks Tags let you label transactions by project, location, or category for clearer financial insights! Organizing finances is one of the biggest challenges for small businesses. If your reports don’t tell you exactly where your money is going, QuickBooks Tags can help. Unlike standard expense categories, tags allow you to label transactions with custom names, such as “Marketing Campaigns” or “Holiday Sales,” making it easier to track spending.
How to Use QuickBooks Tags:
- In QuickBooks, go to Banking > Tags and create custom labels.
- Apply tags to expenses or income when you enter transactions.
- Run a Tag Report to see a detailed breakdown of spending.
Tagging gives you deeper insights without changing your chart of accounts. Need help organizing your books? A Chandler CPA, like AZ Easy CPA, can help.
P.S. Need help with your business finances? Contact Us! We offer monthly accounting and bookkeeping services, clean-up projects for past years, QuickBooks training, and phone consultations to help you stay on track.
