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Rozmore13
Feb 22, 2023 8:19 PM UTC
Solved

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

I just finished creating a Profit and Loss by Tag Group for a client.  Is there a way to create a Profit and Loss which includes all Tag Groups.

 

 

 

 

Roz Morgante

Adrian_A
Adrian_AAnswer
Feb 22, 2023 8:40 PM UTC

Hi Roz,

 

I've got the steps on how to show all group Tag in the Profit and Loss by Tag report.

 

Here's how:

 

  1. On the report, click Customize.
  2. Go to the Filter drop-down.
  3. Select All.
  4. Click Run report.

 

Once done customizing, you can memorize the report in QuickBooks Online. This helps you to save the current customized settings. Then, set a schedule and email information for the memorized report. 

 

I'll be glad to help you again if you have more questions about running reports. Just add the details in the comment section.

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6 replies

Adrian_A
Adrian_AAnswer
Feb 22, 2023 8:40 PM UTC

Hi Roz,

 

I've got the steps on how to show all group Tag in the Profit and Loss by Tag report.

 

Here's how:

 

  1. On the report, click Customize.
  2. Go to the Filter drop-down.
  3. Select All.
  4. Click Run report.

 

Once done customizing, you can memorize the report in QuickBooks Online. This helps you to save the current customized settings. Then, set a schedule and email information for the memorized report. 

 

I'll be glad to help you again if you have more questions about running reports. Just add the details in the comment section.

    Rozmore13Author
    Feb 22, 2023 9:05 PM UTC

    Thank- you.

    Candice C
    Candice C
    Feb 22, 2023 9:25 PM UTC

    Good evening, @Rozmore13. 

     

    You're welcome! 

     

    I'm glad my colleague was able to provide you with some steps and details to help you create a Profit and Loss by Tag Group that included all Tag Groups. 

     

    If you have any other questions or concerns about reports, don't hesitate to ask. We're always here to lend a helping hand. Best wishes! 

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