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L
LuckyDogAR
November 13, 2023
Question

Custom report of invoices with blank tags

  • November 13, 2023
  • 1 reply
  • 0 views

Good afternoon.

 

Our company does not use tags within invoices.  However, I would like to tag some invoices for a specific reason.  I not only want to report on those invoices with that tag, but I also want to use that tag to eliminate them from a different report.

 

The problem I am having is on the report where I don't want them included.  If I use the filter and select the tags that exist and then deselect the tag I want eliminated, my report comes back blank.  And interestingly enough, if I include the tag filter and say "All", the only invoices that appear in the report are the ones that actually have that tag.

 

Is there not a way to include blank or empty tags in your filter?  It just seems crazy.

 

TIA.

1 reply

J
JamaicaA
November 13, 2023

There's no way to include blank  or empty tags when filtering report, @LuckyDogAR. I'll route you to our department that accepts customer's suggestions.

 

With this, I encourage you to submit requests to our product developers. Rest assured that they will review and consider it for future updates depending on the number of users' requests.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

 

You can track your recommendation through this website or visit our blog to keep up with recent developments.

 

Consider personalizing the form style and make sure to select it properly on your estimates. For the complete steps, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

To learn more about the differences between the old and upgraded layout, check out this guide: See what’s new with estimates and invoices in QuickBooks Online.

 

Please let me know if you need further guidance managing estimates. You can add them below. I'll be here to help you.

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