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hnsignorelli
September 18, 2022
Question

Tag groups

  • September 18, 2022
  • 1 reply
  • 0 views

Hi, I have been creating invoices and getting payments through Quickbooks. Once I create an invoice and then receive payment I tag the matched payment with a Tag Group. However, the tag group/income does not show up in the Tag Group Profit and Loss report. If I unmatch the payment in the bank transactions and then separately tag that payment in the back transitions then it will show up in the tag report but then shows as a duplicate payment (one from the invoice and one for the bank transaction). How can I get the matched transactions with the invoice to show up as tagged groups or alternatively remove the duplicate payments?? 

1 reply

MaryLandT
MaryLandT
September 18, 2022

Hi there, hnsignorelli.

 

Let me help you connect the bank transaction to the invoice payment so there are no duplicates. Before we start, make sure to put the bank transaction in the For review tab.

 

Here's how:

 

  1. Go to Bookkeeping or Banking, then Bank Transactions.
  2. Select the tile for the bank or credit card account you downloaded the transaction from.
  3. Select the Categorized tab.
  4. Find the transaction you want to unmatch.
  5. Select the blue transaction link in the Added or Matched column to see the matched transaction.This image shows the added or matched column in the Reviewed tab in the Banking menu.
  6. Select Undo from the Action column.

 

The original downloaded transaction will go back to the For Review tab. Follow these steps to find and match the bank transaction to the invoice or payment already posted on the register.

 

For the Profit and Loss by Tag Group report, you need to select the tag name from the Display columns by field. That way, the transaction will appear on the report.

 

I'm adding these articles to help you use the Tag Group feature and match bank transactions.

 

 

Get back to me if there's anything else you need by commenting below. It's always my pleasure to help you.

H
hnsignorelliAuthor
September 18, 2022

Hi, Thank you for replying. I did "undo" and then re-matched it to the invoice and the tag on that transition is showing as there. But the tag is still not showing up in the profit loss statement by tag group. I can see the tag groups and the expenses fine but not the income?

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