how to enter expense receipts in quickbooks desktop

They don’t affect your books, and they’re not included in the customization criteria for reports. But there are two reports specifically designed for them: profit and loss by tag group and transaction list by tag group. Creating your own tagsīefore you create a tag, you need to create a group. Groups consist of related tags that share a common theme. For example, say you do some event planning.

Individual events might read, for example, Grayson Wedding, Spring Art Show, and Hillman Conference. To get started, click the gear icon in the upper right. Under lists, click tags to get to the tool’s home page. (You can also click on the transactions link in the toolbar, then click the tags tab.) Click new, then tag group. A vertical panel slides out from the right. Click add after each one until your list is complete.Ĭlick the down arrow to select a color, then click save.Įnter your tags one by one in the fields labeled tag name. Click the edit button to make any changes. The main tags page will open again, and you’ll see your new group under tags and tag groups. You can add tags to any transaction that contains a field for them Making the most of the tags in QuickBooks Online Repeat to add as many as you’d like, up to 300 tags. Let’s look at how you’d use tags in an expense. #How do i enter expense receipts in quickbooks desktop plus#Ĭlick the expenses link in the toolbar, then new transaction | expense in the upper right.

How to enter expense receipts in quickbooks desktop