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November 22, 2024
Question

My custom reports that included Ungrouped Tags no longer populate because Ungrouped Tags is no longer an option on that report. Help!

  • November 22, 2024
  • 1 reply
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Original commenter did not share additional details

    1 reply

    JenoP
    November 23, 2024

    Using the Tags feature is an effective way of adding more details to your transactions, SIGMA03. Let me take this opportunity to address your concern about using Ungrouped tags in your customized reports.

     

    To start, I'd like to let you know that an option to select Ungrouped tags when running reports is still available in QuickBooks Online. Let me share this article that provides details about what you can do when using the Tags feature: Tag transactions in QuickBooks Online.

     

    However, browser issues or other technical hiccups can cause the system to behave unexpectedly. Since you're unable to see the Ungrouped tags option, I'd like to share some troubleshooting steps that can resolve issues like this.

     

    Let's start by using a private/incognito browsing session. This approach prevents your device from utilizing and storing browsing history, cookies, site data, or previously entered form information. Here are the shortcut keys to quickly open an incognito window across different browsers:

     

    • Mozilla Firefox: CTRL + Shift + P
    • Microsoft Edge: CTRL + Shift + N
    • Google Chrome: CTRL + Shift + N
    • Safari: Command + Shift + N

     

    Then, go back to the Reports menu and check if you can see the custom report for Ungrouped tags.

     

    If you can see it, clear your browser's cache to remove any data that's causing the issue.

     

    Alternatively, you can also add Intuit as a trusted site or use a different and up-to-date supported browser. QBO works well with any of these browsers:

     

    • Google Chrome: Version 78 or newer
    • Mozilla Firefox: Version 76 or newer. 
    • Microsoft Edge: version 75 or newer
    • Safari: version 12 or newer (Mac only)

     

    Allow me to share these articles in case you need more resources when running reports in QBO:

     

     

    Feel free to get back here if you have follow-up questions while implementing tags in your reports. We're here to ensure you can fully leverage all the features QuickBooks Online has to offer for your business.