Tags per line item/journal entry
Tags have become a critical way for us to do proper budgeting for our non-profits transactions and to give our operational divisions a way to know what they've spent without cluttering up our chart of accounts for when we pass our finances off to our accountant for taxes. The fact that we can't
1) add tags to journal entries and
2) add tags to individual line items in split transactions/journal entries
is a huge problem for us and means that we either have to go back to having a chart of accounts that is a mess, or we have to spend a lot of time recreating the data that already exists in QBO in a spreadsheet. Both of these features would save our accounting team a lot of time, and given that all of our staff are volunteers with full time jobs outside of the organization, time is at a premium.
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Ronald Jantzi
commented
QuickBooks Online needs a second line-level tracking dimension, similar to Classes, that can be filtered in Profit & Loss reports.
Problem
Many industries ... including agriculture ... (agriculture, construction, manufacturing, nonprofits) incur costs in one calendar year that generate revenue in another. QuickBooks Online forces users to rely on transaction dates or transaction-level custom fields, which breaks accurate profitability reporting.
Example (Agriculture):
• Wheat is planted in fall 2025
• Harvested and sold in summer 2026
• Costs belong to Crop Year 2026, not calendar year 2025
Currently:
• Classes work at the line level (good)
• Custom Fields work at the transaction level only (insufficient)
• Tags were transaction-level and are being phased out
This makes accurate crop-year or project-phase accounting impossible without artificial workarounds (splitting vendor invoices into multiple bills).
Requested Enhancement
Add line-level support for:
• Custom Fields or
• A second Class-type dimension (e.g. “Cycle”, “Phase”, or “Year”)
Requirements:
• Assignable per transaction line
• Filterable in Profit & Loss reports
• Independent of transaction date
Business Impact
Without this:
• Financial reports are misleading
• Costs and revenue are mismatched across years
• Users are forced into error-prone workarounds
• QBO becomes unsuitable for agriculture and multi-year job costing
With this:
• Accurate profitability by field / job / phase
• No increase in UI complexity for basic users
• Keeps QBO viable for advanced but common use cases
Closing
This is not an edge case — it affects:
• Fall-planted crops
• Multi-year construction jobs
• Grant-funded nonprofit programs
• Manufacturing WIP
QuickBooks already supports one line-level dimension (Class).
Extending this to one additional dimension would resolve a long-standing and widely reported limitation. -
tsurumirecordsllc commented
Splitting transactions is an important part of our accounting as we receive and make payments in bulk covering items in differing projects. The ability to properly tag each line is critical to properly assigning income and loss to project tags.
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Cheryl Timmerman commented
This is so obviously needed and we've been asking for years! Please, make this essential update!
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reach@betterfi.co
commented
Would be a huge QOL improvement for the various workaround ways that we currently have to deal with this (creating sub customers as projects, using locations, keeping track separately from QBO)
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Evan Harrel commented
This is critical and needs to be prioritized as an addition.
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Lynne Nakama commented
This is a critical feature to offer. May have to return to desktop version
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Paula Signorelli
commented
This is critical to tracking grants, restricted funds, etc. Without being able to tag journal entries, this can't be done with any level of efficiency that a software solution should be able to provide.
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Cassandra Adams
commented
This would be critical update for our association as well. We have an expansive Chart of accounts but need to be able to track grant, endowments and restricted funds without adding new GLs or changing the structure of our GLs.