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T
T190
April 26, 2024
Question

In Quickbooks Online Irish edition how can reports be run by tag?

  • April 26, 2024
  • 1 reply
  • 0 views
Online help states that Run Report is available via Action drop down for each tag in list. But the only options I have are Edit or Delete.
A search for Tags in Reports section returns zero options.

1 reply

F
FateCandylaneT
April 26, 2024

I've got the necessary steps to help you run transaction data by tags report in QuickBooks Online, T190.

 

Please know that the option to Run Report by Action dropdown is only available for QuickBooks Online US versions. For QBO Ireland, you can specifically run the said data report directly from the Tags center. Let me guide you how:

 

  1. Go to Settings, choose All lists, then click on Tags.
  2. Find the specific tag and select the existing entries under the Transactions columns.
  3. From the Transactions by tag data report, click on Filters and modify all necessary details. Then, select Apply.

 

 

 

Once your customer pays the invoices sent, you can track and record their payments to ensure accurate balances in your books.

 

I'll be on this thread anytime you require additional assistance when managing transactions in your file. Feel free to leave them on this post, and I'll make sure to get you covered. Stay safe and have a great day ahead!

T
T190Author
April 29, 2024

Hello,

 

thank you for your reply.

 

Your suggestion allows view of a list of transactions, but does not seem to allow any export of them at all, nor does it allow production of any sort of a report such as P&L for the tagged transactions.

 

Are you saying that it is impossible to run an actual report by tagged transactions in QBO Irish edition?

 

And also that it is impossible to even export a transaction list for tagged transactions?

 

Tks

 

 

 

 

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