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February 10, 2022
Question

Can I convert reports by tag to Excel?

  • February 10, 2022
  • 1 reply
  • 0 views
I want to download Journal to Excel by tag, but it came out all tags together. Can I download journals by tag?

1 reply

RenjolynC
February 10, 2022

Good day, TY2626.

 

I'd like to make sure we're on the same page. Are you running the Transaction List by Tag Group report? If so, you have the option to export the data to Excel. 

 

Here's how:

 

  1. Go to Reports on the left panel.
  2. Type Transaction List by Tag Group in the search field.
  3. Set the report period.
  4. Click the Export icon and select Export to Excel.
  5. Save the file in your desktop so you can easily find the report.

I've got this sample screenshot for a visual reference:

 

 

For more information, you can check out this article: Export your reports to Excel from QuickBooks Online.

 

To learn more about the different reports in your subscription and how you can customize them, please check out these links:

 

If you have any additional questions on reporting in QuickBooks or other concerns, please let me know in your reply. I'll be right here to help. Have a good day ahead.