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kball99
August 12, 2023
Question

Reports with a Tag column

  • August 12, 2023
  • 2 replies
  • 0 views

Hi- I'd like to run a report that shows all expenses from May 2023 to July 2023. I need it to include a Tags column (whether a tag was used or not) so I can make sure all expenses were properly tagged and that I did not miss any. Which report can show that information?

    2 replies

    S
    SarahannC
    August 12, 2023

    Good day, kball99. I'll help you run a report that shows all expenses with tags column.

     

    To achieve your goal, you can run the Transaction List by Tag report. This report will provide you with a comprehensive overview of all your expenses within the specified date range (May 2023 to July 2023) along with the Tags column to indicate whether a tag was used for each expense.

     

    Here's how you could do it:

     

    1. Go to the Reports menu.
    2. In the search field, search for Transaction List by Tag Group report.
    3. Make sure to set the reporting date correctly.
    4. In the Rows/Columns section, tick the Ungrouped tags box and other tag names you created.
    5. Go to the Filter section and select appropriate transaction in the Transaction Type box.
    6. Customize it according to your needs. 
    7. Hit Run report.


    Once the report is generated, you'll see a list of all your expenses within that time frame, including a Tags column that shows whether each expense has been properly tagged or not. This will help you ensure that all expenses have been appropriately categorized and that none have been missed.

     

    I'm here to hep you review the report carefully and make any necessary adjustments to your expense tagging to ensure accurate tracking and reporting. Just let me know in the comment section. Take care and have a good one!

    K
    kball99Author
    August 13, 2023

    Hi Sarah Ann,

    Thanks for your message. I followed your guidance. However, the report is separated by Tags. There is a Tag column but the report does not show expense which were not tagged. It only shows the expense that were tagged. Also, my Tag labels don't populate in the drop-down box like in your example. Please see attachments. Do you have any other advice regarding this? Thanks again for your help.

    J
    JamaicaA
    August 13, 2023

    We're getting there, @kball99.

     

    Thank you for adding a screenshot as you update us on the result of my colleague's suggestions. I'm here to provide detailed instructions to view the same drop-down box as the example above.

     

    To get a detailed overview of how different areas of your business are performing, you can access the Transaction List by Tag Group report. It will show transactions you tag as invoices, expenses, and bills. That's why it will not display those expenses that aren't tagged.

     

    Let's customize the report again to show all the Tag labels you can choose from. To start, follow the steps below:

     

    1. Open the Transaction List by Tag Group report.
    2. Select the reporting period from May 2023 to July 2023.
    3. Press the Customize button at the top right.
    4. In the Rows/Columns section, group by Ungrouped tags. 
    5. Under the Select and reorder columns, scroll down to locate its other label. For example, Tag Group A.
    6. Press Run report.

     

    To learn more about using tags and group tags to get deeper insights into your sales and expenses, refer to this article: Tag transactions in QuickBooks Online.

     

    I'm adding these resources to personalize and save their current customization:

     

     

    This should auto-populate the tag labels you're looking for. If there are any other tasks you need help with, add them below. I'll get back to you as soon as I can. Have a wonderful weekend ahead.

      Z
      zrbontrager
      October 24, 2023

      As kball suggested, the standard Transaction Detail Report needs a TAGS column so that I can see which transactions are not (and need to be) tagged. The Transaction List By Tag Group is helpful ONLY if the proper transactions are tagged.

      C
      CharleneMaeF
      October 24, 2023

      I understand the importance of viewing a list of untagged transactions, zr.

       

      As of now, the Transaction List by Tag Group report only shows the tagged entries. As a workaround, I recommend running the Profit and Loss by Tag Group report to view them. However, not all transactions will be shown in this report. I'll show you how:

       

      1. Go to Reports. 
      2. Search Profit and Loss by Tag Group report.
      3. Click Customize.
      4. Under Columns, click Total Only.
      5. On the Filter menu, select Tags.
      6. For the Tags menu, choose Not Specified.

      7. Select Run Report.

       

      I can see how the functionality to generate this type of report would be beneficial to your business. I recommend sending a feature request directly to our Product Development team. Doing so helps us improve your experience and the features of the program. Here's how:

       

      1. Go to the Gear menu and then select Feedback.
      2. Type in your feature request in the description box.
      3. Once done, click on Next.

       

      Additionally, I've added these resources that'll help you modify your reports and save them for future use: 

       

       

      Don't hesitate to post again if you have other questions or concerns with QuickBooks generating reports. I'll keep this thread open so we can assist you.

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