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S
SHSBookkeepers
June 4, 2021
Question

Tags as They Relate To Company Totals

  • June 4, 2021
  • 1 reply
  • 3 views

Is there a report by tag group that will also provide the company totals for comparison? 

We'd like to see a report that shows each tag's percent of total company income. See the attached image for an example. 

Is this even possible? Is there a special way to customize another report for this? Thank you for your help!

1 reply

Angelyn_T
Angelyn_TModerator
Moderator
June 4, 2021

Thank you for reaching out to us here in the Community, and appreciate you for attaching a screenshot of your report, @SHSBookkeepers.

 

I'm here to help you with pulling up the report you need in QuickBooks Online (QBO).

 

Yes, you can run two reports for this. First is the Income by Customer Summary report for the percentage comparison. Then, the Transaction List by Tag Group report. This report categorizes the transactions by tag group. I'll guide you on how.

 

  1. Click on Reports at the left pane, then look for Transaction List by Tag Group from the search field.
  2. Open the report.
  3. Filter the Report period.
  4. Go to the Customize button, then add the tag groups from the columns.
  5. Group the Rows/columns by Customer, then click on Run report to refresh the page.

 

Once done, prepare the Income by Customer Summary report as shown on your screenshot. From there, export both reports to Excel and adjust the columns from there. 

 

To export the report:

 

  1. Tap on the Export icon beside the Print and Gear icon.
  2. Click on Export to Excel.

 

To learn more about tags or group tags and reports, you can check out these articles:

 

 

On the other hand, you can also save the current customization settings of your reports to save time once you open them in the future. You can use this link as your reference: Memorize reports in QuickBooks Online.

 

Let me know how else I can help you with running your reports in QuickBooks Online. I'm more than happy to help. Have a good one!

S
SHSBookkeepersAuthor
June 4, 2021

@Angelyn_T   I was hoping there was a way to build the report in QBO, instead of using Excel magic. My client wants to be able to run the report themselves. 

MaryLandT
MaryLandT
Level 10
June 4, 2021

Right now, you need to manually compare tag reports by combining them in one Excel file, SHSBookkeepers.

 

You can run reports for tag groups and see each totals. Then, export them to Excel and combine the data from there.

 

  1. Go to the Banking menu or Transactions menu and select Tags.
  2. Find a group on the list.
  3. Under the Action column, select Run report.
  4. You can the customize it depending on your needs.

In additional to this, the report that can compare your income and expenses is the Profit and Loss financial statement.

 

You can use use this video tutorial for better insights: How to use tags.

 

Let me know if you have follow-up questions about your reports. I'll be right here to provide the information you need.

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