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.
Finance JordanCon
shared this idea
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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.