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M
mdix2023
June 27, 2023
Question

Reporting on products with a specific Tag

  • June 27, 2023
  • 1 reply
  • 0 views

We sell products that we sometimes hold for a couple weeks before they are delivered or picked up.  To make it easier to do an accurate inventory I have tagged all invoices that are "Holding" meaning still in the warehouse.  I would like to be able to run a report that shows all inventory items that have that tag.  However, from what I have found so far all the reports associated with tags are financial and not for my warehouse guys.  Am I missing something or is there a way to do this?

 

 

1 reply

J
JamesM4
June 27, 2023

Hi mdix2023,

 

Welcome to the QuickBooks Community. I'll be happy to share more info and help steer you in the right direction so you're on the right track with your work. QuickBooks is a versatile program that enables you to run reports smoothly. 

 

Based on what you've described, I recommend running the following the steps below: 

 

  1. Go to Bookkeeping and select Tags.
  2. Find a group on the list.
  3. Under the Action column, select Run report.

Here's a helpful article that explains more about: Tag transactions in QuickBooks Online.  I encourage you to check out the article and let me know if you have questions. I'll be on standby.

 

M
mdix2023Author
June 27, 2023

Thanks for the response but I'm trying to get a list of products not invoices.  Being able to see a list of the products on invoices that have the tag 'Holding' would be useful when doing inventory.  Seeing just the invoices in the report you suggest didn't help.  My work around is to put Holding in the Memo field and run a report on this.  But it is a work around rather then a logical solution. But thanks anyways

 

J
JamesM4
June 27, 2023

Glad to hear back from you. I see what you're saying. The function you've described above isn't available. I can see the benefit of having this function and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. 

 

Let me know if you have other questions by leaving a comment below. I'll be one message away.

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