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KirstyP
Feb 17, 2021 4:44 PM UTC
Solved

Report by tag not showing the memo/Description field

I am trying to run a report by tag but the memo/Description is not appearing even though I have ticked it in the settings. I have also cleared my cache but still no luck

katherinejoyceO
katherinejoyceOAnswer
Feb 17, 2021 5:57 PM UTC

I'm here to help you out with your concern, @KirstyP. 

 

As an insight, you'll need to group your tags first so you can run tag-specific reports. Otherwise, you can you can only search for individual transactions with ungrouped tags.

 

Here is the step-by-step guide: 

 

  1. Go to the Settings menu, then select Tags.
  2. Click the New dropdown, then select Tag group.
  3. Give the group a name and select a color from the dropdown, then select Save.

 

Then, create new tags and tag transactions to create the tag and tags form. Here's how:

 

  1. Enter the name of the tag you want to create in the Tags field.
  2. Select + Add.
  3. Choose one of your groups to add the tag to it.

 

Once done, you can now run reports for the tag group. Here's how: 

 

  1. Go to the Banking menu and select Tags.
  2. Find a group on the list.
  3. Select Run report under the Action column. 

 

For more insights, check out this article with a quick video tutorial as a visual guide on how it is done: Tag transactions in QuickBooks Online.

 

You can also customize your report and may also memorize it so you can use the selections you've chosen in the future.

 

I'll be here to help you some more if you need further assistance with tag reports. Have a great day ahead.

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10 replies

katherinejoyceO
katherinejoyceOAnswer
Feb 17, 2021 5:57 PM UTC

I'm here to help you out with your concern, @KirstyP. 

 

As an insight, you'll need to group your tags first so you can run tag-specific reports. Otherwise, you can you can only search for individual transactions with ungrouped tags.

 

Here is the step-by-step guide: 

 

  1. Go to the Settings menu, then select Tags.
  2. Click the New dropdown, then select Tag group.
  3. Give the group a name and select a color from the dropdown, then select Save.

 

Then, create new tags and tag transactions to create the tag and tags form. Here's how:

 

  1. Enter the name of the tag you want to create in the Tags field.
  2. Select + Add.
  3. Choose one of your groups to add the tag to it.

 

Once done, you can now run reports for the tag group. Here's how: 

 

  1. Go to the Banking menu and select Tags.
  2. Find a group on the list.
  3. Select Run report under the Action column. 

 

For more insights, check out this article with a quick video tutorial as a visual guide on how it is done: Tag transactions in QuickBooks Online.

 

You can also customize your report and may also memorize it so you can use the selections you've chosen in the future.

 

I'll be here to help you some more if you need further assistance with tag reports. Have a great day ahead.

KirstyPAuthor
Feb 17, 2021 6:07 PM UTC

Hi

Thanks but none of that is the problem. The issue is that the memo/description field is blank and I cannot get it to populate. I really  need the description to show on the report - I have ticked the memo box in settings and refreshed / re run the report but the description still does no show

JenoP
JenoP
Feb 17, 2021 7:31 PM UTC

Joining the thread to add more details about the report, KirstyP.

 

Can you also tell us if the data that you want to show is written in the Memo or in the Description field? Please take note that the Transaction List by Tag or Group reports will only show details that are placed inside the Memo field. 

 

If they are written in the Description, you will need to copy and paste them in the Memo field so they will show in the report. 

 

Let me also share these articles about running reports in case you might need them in your future tasks:

 

 

Let me know if you have follow-up questions. 

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