Tagging transactions is essential for preparing your data for syncing into Quickbooks Online.
Transactions can be tagged both individually and in bulk.
To tag one transaction, simply click the arrow on the left to expand the transaction, navigate to the tags section and click +new. Then create a new tag or choose an existing tag.
To tag transactions in bulk, select the 3 dots as pictured to activate the bulk tagging feature.
Then, simply select the transactions you would like to tag in bulk and click “Apply Tag” at the very bottom of the screen.
Then create a new tag or choose an existing tag.