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tlhconstructionm
November 18, 2023
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In simple start is there a way to generate a vender report using tags? or a report that would show NO tags in an expense?

  • November 18, 2023
  • 1 reply
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Original commenter did not share additional details
Best answer by SirielJeaB

Hi there. I'd be glad to help you run the report you need. 

 

There isn't a vendor report specifically displaying expenses with no tags. However, you can run the Transaction List by Tag Group and customize its data to identify expenses with or without tags. I'll guide you through the process:

 

  1. Go to the Reports menu, then search Transaction List by Tag Group.
  2. Click the small Gear icon, then check the Ungrouped tags box.
  3. Select the Customize option.
  4. Hit the Filter dropdown button.
  5. Check the Transaction Type box, then choose Expenses.
  6. Click on Run Report.

 

If you don't see a description in the UNGROUPED TAGS column, it indicates that the expense has no tag. See the screenshot below:

 

 

You'll want to save the customization settings in your report. Check out this article: Memorize reports in QuickBooks Online.

 

Ensuring a streamlined process for managing reports is our top priority. Kindly drop by again if you have more questions or require assistance. I'm available around the clock to help you.

1 reply

S
SirielJeaBAnswer
November 18, 2023

Hi there. I'd be glad to help you run the report you need. 

 

There isn't a vendor report specifically displaying expenses with no tags. However, you can run the Transaction List by Tag Group and customize its data to identify expenses with or without tags. I'll guide you through the process:

 

  1. Go to the Reports menu, then search Transaction List by Tag Group.
  2. Click the small Gear icon, then check the Ungrouped tags box.
  3. Select the Customize option.
  4. Hit the Filter dropdown button.
  5. Check the Transaction Type box, then choose Expenses.
  6. Click on Run Report.

 

If you don't see a description in the UNGROUPED TAGS column, it indicates that the expense has no tag. See the screenshot below:

 

 

You'll want to save the customization settings in your report. Check out this article: Memorize reports in QuickBooks Online.

 

Ensuring a streamlined process for managing reports is our top priority. Kindly drop by again if you have more questions or require assistance. I'm available around the clock to help you.

    T
    tlhconstructionmAuthor
    November 20, 2023

    So when I run the report it only shows the expenses with tags. I would like to see all expenses and not just the tagged ones. That way if one expense is not tagged i could tag it. 

    S
    SashaMC
    November 20, 2023

    Hello tlhconstructionm

     

    Thank you for reaching out to the Community! So I can assist you better, could you check your filters and data range to ensure everything is set up accurately? Or, if you would like, you could add a screenshot of your filters while blocking out any sensitive information. Use the reply option and select the camera icon to add the photo. 

     

    I will be looking forward to your response. See you soon. 

     

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