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Scott1975
February 25, 2023
Question

My Profit and Loss report is not changing when I select a tag. Is anyone else having this issue? What could I be doing wrong?

  • February 25, 2023
  • 1 reply
  • 0 views
I am trying to generate a general P&L report, and separate P&L reports by tag. I did this last year, but for some reason when I try to generate them now, the report doesn't change at all.

1 reply

R
ReymondO
February 25, 2023

Thanks for sharing your concern in the QuickBooks Community, @scotttang.

 

Sometimes too much cache build-up in a browser can unexpected behavior with the product. This can be the reason why you're unable to change the P&L report when selecting a tag. 

 

To isolate and fix the issue, let's open your QBSE account in a private window. This can help us identify if the problem is cache-related. Simply press the following shortcut keys to access this mode:

 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox ).
  • Control + Option + P (Safari).

 

If it works, go back to your regular browser and clear its cache. If the same things happen, use another supported, up-to-date browser.

 

Moreover, you can review and download financial reports in QBSE. That way, you'll have a personal copy of the data you've entered into the program. 

 

If you need further assistance in handling and accessing your reports, please post a reply below. I'll be around to help you. Have a wonderful day!

S
Scott1975Author
February 27, 2023

Hi Reymond,

 

Thank you for the response. I tried in a private window (I'm using Safari) and it didn't work. I also tried it in Firefox, and it still didn't work.

 

I wonder what else could be causing it or if there's some other user error I'm not catching. Is there another way to generate these reports or something equivalent?

 

Thanks again.

D
DebSheenD
February 27, 2023

Hi there, @Scott1975.

 

I'd also feel less amused when I go through the same loop or process many times. Currently, there is an ongoing investigation into tagging reports are not working.

 

Our engineers are now working on it to get this resolved as quickly as possible. I'd recommend reaching out to our phone specialist so they can add your details to the list of affected users. That way, we can notify you via email once the issue is fixed. Here's how to connect with them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Choose either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

 

For now, Here are some helpful resources to learn more about keeping track of and managing transactions in QBO.

 


Also, Did you know that you can create rules for your transactions in QuickBooks to categorize recent and past transactions quickly? To find out more about this, check out this link: Create rules to speed up reviews in QuickBooks Self-Employed.
 

If you have any feature suggestions for us, we'd love to hear from you. Just let us know how we can improve QuickBooks. Stay protected, @Scott1975.

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