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A
Amurley
March 11, 2024
Question

Filtering reports by only items with 2+ of the same tags

  • March 11, 2024
  • 1 reply
  • 35 views

Is there a way to filter reports by only the specific tags selected, and if an item doesnt have both of the tags it doesnt show it? Say i have two separate jobs that I have the tag Rental Equipment for, but I only want to see my Rental Equipment cost for the 1st job, so I would want to run a report using Rental Equipment tag and Job#1 tag and it shows only rental equipment items for job#1. Is there a way to accomplish this?

When i attempt to do this now in QBO, It seems like it either pulls all of the Rental Equipment tag or all of the items tagged under Job#1.

Thanks in advance.

1 reply

R
RhoiceWQuickBooks Team
QuickBooks Team
March 11, 2024

Hello there, Amurley. Thank you for reaching out to the Community.

 

To assist you better, I'd appreciate it if you could provide us with more specific details on what kind of report you're trying to run.

 

Any additional information you can provide would be greatly appreciated.

 

I'll be on the lookout for your response. If you have additional concerns or any other QuickBooks-related issues, feel free to include them in the comments. I'll be glad to lend a hand. Take care.

A
AmurleyAuthor
March 11, 2024

So I am attempting to run the report by tags.

So I go to settings > Tags and find my expense (Expense:Rental Equipment) and select "50 Transactions".

I then filter it by Money Out > Bills to show all of my paid items under Rental Equipment.

This works well and pulls up all of my billing transactions with the Rental Equipment tag.

But whenever I try to filter it by the Project, it disappears and states that there are no transactions.

Thanks.

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
March 11, 2024

I have another way on how your transactions show up with the specific tags, Amurley.

 

When running a report, you can only customize the Group name for the transactions to show up. You can run the Transactions List by Tag Group, then customize the Group by field to Project to ensure all transactions appear. I've added a screenshot for your reference:

 

 

If you want the group name to appear on the information, you may consider adding them to the Group name.


 

Furthermore, QuickBooks offers a variety of reports to get the right data you need for your business. You'll only have to customize them to ensure that the correct information is pulled up. I've added this article for more details: Customize Reports In QuickBooks Online.

 

Post your reply below if you have any questions when running reports with tags. Remember, we're here to assist you further. 

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