Hello gouveiaae88,
It's awesome to see that you're using various features in QuickBooks Self-Employed like tags. I can definitely see how these help organize data, and I want to make sure you have the details you need about how this feature works with your reporting. I'm here to help.
The Tags option available in the program's Transactions tab is useful for further organizing your transactions. One way you can use these tags is right in that tab. Once you apply a tag, you can use the Tags drop-down menu to filter the results in your transaction list to see only the ones that use that tag. While this doesn't have a total, you do have the option to export the data using the icon beside the transactions search bar. The file is saved as a CSV, which you could open in Excel to manipulate the data as you'd like.
When it comes to reporting, you can also filter the results for tagged transactions on the Profit and Loss report. When you run it, there are two drop-down menus at the top, one being for Tags. Like in the Transactions tab, just select the tag or tags you'd like and the details in the report will adjust. You have the option to include as many tags as you'd like.
If you're having trouble with that or would like more information about how this feature works, feel free to touch base with the QuickBooks Self-Employed team directly. To do so, follow these steps in your account.
- Select the Assistant feature.
- Type and enter "talk to human" in the chat.
- Follow the prompts to reach a member of our support team.
I hope that helps! Have a great day.
