ZipBooks gives you a great way to keep track of your transactions with tagging. Tag items by location, vendor, product line, or anything else you want to keep track of. You can then run a report based on those tags to get a good idea of how that specific group is performing, or what you’re spending where.

Here’s how to generate a report based on a tag:

  1. Log in to ZipBooks and click on Reports.
  2. Select the type of report you’d like to create and click Go.
  3. Customize the report by date, columns, basis and more.
  4. In the Tags field, enter the tags you’d like the report to pull information about.
  5. If desired, click Export.

And you’re done! Now you’ll see only information relating the tags you chose in the report.

You can use this method to create all kinds of customized reports--for business trips, specific offices, customers, etc. 

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