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C
CHMM
November 3, 2020
Solved

Tags - nothing showing in my reports

  • November 3, 2020
  • 2 replies
  • 0 views

HI There,

 

My transactions are showing in a specific tag as 90 transactions but when I run a report there is no data.

I'm in a  panic because I was using this to show the board some internal reporting for income and expenses. 

The same reports that I pulled yesterday are not showing today see images attached -yesterday they ran a proper report - today it says no information contained herein. HELP :-) 

Best answer by MarsStephanieL

Thank you so much for your help, 

 

so the report the way you instructed worked - EXCEPT it just lists every transaction within that tag group. 

I need the P& L for that Tag group. because there are income and expense and then the profitability to consider. Any other ideas ? 


Hi there, @CHMM.

 

I'd be happy to help you run a Profit and Loss report with the tags in QuickBooks Online.

 

You can customize the Profit and Loss report and choose the Tag name. I can show you how to do that.

 

In this example, I'm naming my Tag group as "Padgett." Marhien and Stephen are the tag names I've used. Please refer to the steps below on how to customize the report:

 

  1. Go to the Reports menu.
  2. Enter the Profit and Loss report in the text box.
  3. Select the Customize button.
  4. Under the Rows/Columns section, go to the Columns drop-down and select the Tag group.
  5. Check the boxes of other aspects you'd like to show in the report.
  6. Select Run report.

I've added some screenshots for your additional reference.

 

 

After running the customized report, the tag names are now showing.

 

After you've done customizing the report, you may also memorize it so that you can use the selections you've chosen in the future.

 

I'll be here if you have other concerns or questions about QuickBooks. I hope you're doing great today, take care!

2 replies

R
Rea_M
November 3, 2020

I'll make sure your financial reports are showing all the information you need, @CHMM.

 

I can see the importance of reviewing the Profit and Loss (P&L) report to show the exact financial status of your business to the company's board members. The Tagging feature, lets you get deeper insights as to how your business is doing. With this, you can perform some troubleshooting steps to isolate this unusual behavior of the system. There are times that the browser is full of frequently accessed pages, you can first log into your QuickBooks Online (QBO) account using a private browser to isolate the issue. Here's how:

  • Press Ctrl + Shift + N (Google Chrome)
  • Ctrl + Shift + P (Firefox or Internet Explorer)
  • Control + Option + P (Safari)

 

Once signed in, go to the Gear icon or Banking menu, then select Tags to pull up the P&L report for your group. Then, make sure to filter the correct date in the Report period field. If the tag transactions show in your report, return to your regular browser and clear its cache and cookies. This will remove older data that causes viewing and performance issues. If the issue persists, I'd recommend pulling your group tag reports using other supported browsers.

 

In case you want to edit tags and groups, you can refer to this article's Next steps section for the step-by-step guide: Tag transactions in QuickBooks Online.

 

I'm also adding these articles to  learn more on how to use tags and groups to get a better insights from QBO:

 

Please let me know how it goes. You can always comment below if you have other concerns or follow-up inquiries about the tagging feature and group reports in QBO. I'm just around to help. Take care always.

C
CHMMAuthor
November 3, 2020

Hi Rea Im so grateful for your assistance 

 

Unfortunately I did exactly as you suggested - opened a new browser window signed in and still the same. 

S
sunny18
November 10, 2020

Were you able to get your report?  I also cannot run my P&L by tag or Transaction List by tag reports.  They had been customized and saved and were working last week, but cannot run them this week.

Angelyn_T
Angelyn_T
November 10, 2020

Hello, @sunny18.

 

The investigation mentioned above (INV-51880) about tags that are missing on QuickBooks Online (QBO) reports is still open. In most cases being able to open the Profit and Loss or Transaction List by tags, are also unavailable. Our engineers are now working to fix this as quickly as possible.

 

For now, you can reach out to our Support Team so a representative can add your account to the list of affected users. And, automatically receive email notification of the latest updates. To reach out support, you may follow the steps laid out by jamespaul above, or open this link for the instructions.

 

To get deeper insights about tag transactions in QBO, feel free to check out the details from these articles:

 

Also, here's an article you can read more about running and customizing reports: Run reports in QuickBooks Online.

 

Let me know if you have any other QuickBooks aside from tags and reports, by adding a comment below. I'm always here to help. Keep safe!

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