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December 1, 2023
Question

Can I run a profit and loss by tag?

  • December 1, 2023
  • 1 reply
  • 0 views
I can assign tags to income and expenses, but I can't figure out how to run a report by tag.  

1 reply

December 2, 2023

Hello, @mybqboa. I'd be happy to share some information on how to check your profitability in QuickBooks Online (QBO).

 

Yes, we can run the Profit and Loss by Tag Group. It'll show you tagged transactions (income and expenses) listed by tag group.

 

Here's how to run the report: 

 

  1. Go to the Report menu.
  2. In the search box, enter Profit and Loss by Tag Group.
  3. Click the Customize button to modify it.
  4. Click the Run report button to view the changes.


Additionally, you can check this article about running and adding filters to your report to get all the information that you need: Customise reports in QuickBooks Online

 

You can also check out this article for detailed guidance about assigning classes to transactions to represent meaningful segments in your company: Track your transactions by class

 

Please let me know if you have any other concerns when running reports. The Community is always here to ensure everything is covered, @mybqboa. Have a great day!