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November 20, 2022
Question

Can I run a report for UNTAGGED transactions? I noticed that if I run a report for a tag, not all transactions show in the report. they are pobably untagged.

  • November 20, 2022
  • 1 reply
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1 reply

JaeAnnC
November 20, 2022

Thanks for joining the Community, @gk-keystone-bd-c!

 

If you run a report for a tag, only the transactions under it will show. Currently, we're unable to run or customize a report showing all untagged transactions. 

 

However, you can pull up a list of them by going to the Banking menu. I'll guide you on how:

 

  1. Go to Banking and select Tags.
  2. Click See all untagged transactions.
  3. You can customize the transactions by clicking Filter, then Apply.
  4. Click the Printer icon on the rightmost part of the screen.
  5. In the Destination dropdown, you have the option to save it as a PDF.

 

You may also refer to this article if you want to save the current customization settings of your reports and send them by email on a set schedule: Memorize reports in QuickBooks Online.

 

Please let us know if you have additional concerns about running reports by leaving a comment below. We're always available to help. Have a nice day!