Skip to main content
April 14, 2021
Question

How to create a report of transactions with a specific tag/category?

  • April 14, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

April 14, 2021

Hi there, joshkdavis-pm-me.

 

I'm glad to see you posting your concern in the QuickBooks Community. I'll make to share steps to ensure you're able to create a report of transactions with a specific tag/category.

 

I suggest running the Business and personal expenses report and click the View link. This way, you can see all entries associated with a specific tag/category.

 

Here's how:

 

  1. Click the Reports menu on the left panel.
  2. Choose the Business and personal expenses.
  3. Select the specific date range on the date drop-down arrow.
  4. Click the View link.

 

I attached screenshots below for visual references.

 

 

 

Please refer to this article to view different information on how QBSE is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C: QuickBooks Self-Employed Overview.

 

I'm more than happy to jump back on if you have any other concerns in QuickBooks, please let me know by adding a comment below. Have a good one!