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December 15, 2023
Question

Tags

  • December 15, 2023
  • 1 reply
  • 0 views

Hi. 

I have some questions about Tags. How can I sort reports by Tags?

1 reply

JaeAnnC
December 15, 2023

I understand each business has unique needs, @Jay J.

 

Currently, we're unable to sort reports by Tags in QuickBooks Online (QBO). However, you can export them to Excel so you can organize them manually outside the program.

 

I understand how this feature streamlines your reporting process in QBO. For now, I suggest relaying your valuable insight to our software engineers. This way, they can consider incorporating this feature in our upcoming product updates. To do that:

 

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your feature request, then Next.

 

Additionally, QBO has the ability to memorize reports to save their current customization settings. This way, you'll have easy access to your most frequently-used reports.

 

Feel free to drop a comment below if you need additional assistance running reports in QBO. I'm always available to provide further support. Stay safe, and have a good one.