Bookkeeping basics
Tag a transaction
Tag any transaction by job, property, or project to track profit the way your business works.
Label money in or money out so it rolls up the way you want.
- Open the transaction on the Transactions tab.
- Add a tag, like a job or property.
- Save.
You can tag both money coming in and money going out.
What happens next — the transaction shows up in reports under that tag.