Creating Tag Groups in NODE40

In order to sync NODE40 transactions to your QuickBooks Online account, you must first add your tagged transactions to tag groups.

1. Create a tag group by navigating to: NODE40 Balance and clicking +Tag Group.

2. Name the tag group (required) and add a description (optional).

3. Once you have created at least one tag group, you will then select a tag from your list of tags on the right, and drag it to your newly-created tag group.

   Open

   

Repeat this process to organize all of your tags into the appropriate tag groups.

Main QBO Help page: https://node40.atlassian.net/wiki/x/BQBBpg
Tagging Txns: https://node40.atlassian.net/wiki/x/A4BApg
Mapping Token Accounts in QBO: https://node40.atlassian.net/wiki/x/BABLpg