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EYDO
December 27, 2023
Question

I need to create custom report by tag and tag group. I am using the international version. Can I use all the custom report tools (eg Export, Automatic sending)

  • December 27, 2023
  • 1 reply
  • 0 views
I need to create custom reports by tag and tag group. I am using the international version. Can I use all the custom report tools (eg Export, Automatic sending) with tags?
I realize the development team has been actively working on rolling out tagging features this year, and some features may be delayed for international users. However I’ve been waiting all year and I haven’t seen any progress. Is this feature in the works? Is it currently available and perhaps I am missing something?

If not, is it possible to export tagging data in any way or access it via the API, so I can create my own custom reports outside of Quickbooks using the tagging data I’ve entered in QBO?

Thanks in advance

1 reply

S
ShyMae
December 27, 2023

I can see how having a custom report by tag and tag group is beneficial for you, including the automatic sending of tags, @EYDO.

 

Currently, there's no built-in report by tags that you can run to view your tagged transactions in QuickBooks Online International. On the brighter side, you can click the transactions link to view a list of the tagged ones and print or download them as PDFs.

 

To view a list of the tagged transactions:

 

  1. Hover to Settings and select All lists.
  2. Select Tags, then click See all untagged transactions.
  3. Click the X mark beside Untagged. 
  4. If you want a copy of the list, then press the Print icon. 

 

 
Moreover, I can see its relevance to your business, so I'd recommend sending feedback to our product engineers. Our dedicated development team will carefully review your idea and may consider it for future updates. 

 

To submit your suggestion regarding tags:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

For exporting or accessing tagged data via API, I recommend you post this concern on our Intuit Developer page. This platform is designed to connect QuickBooks developers for collaboration and knowledge sharing on similar projects.

 

  1. Visit this link: https://help.developer.intuit.com/s/.
  2. Choose your QuickBooks product.
  3. Click on Ask a Question.
  4. Please sign in and follow the prompts appearing on the screen to continue.

 

Additionally, I've got this helpful resource if you want to check the available reports for your versions that can help you manage your expenses or other transactions: Reports included in your subscription.

 

I'm always here to lend a hand if you need further assistance and clarification about the tags feature. Feel free to share your thoughts and questions with the reply button below. I wish you all the best!

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