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Need help with the 25/26 payroll year-end?Ask Us Anything
Pamela-Davey
Level 1

I have just created a tag. I want to filter a report for this tag. QB says go to gear and you will see tag listed. But my gear does not have tags listed.

I have found tags in transaction reports but unfortunately I cannot filter by tag name. How can I do this. I have watched the video does not help

1 REPLY 1
Jessavell_A
QuickBooks Team

I have just created a tag. I want to filter a report for this tag. QB says go to gear and you will see tag listed. But my gear does not have tags listed.

Hi there, Pamela. I commend you for putting in a lot of effort to troubleshoot this.

 

The reason you don't see Tags in the Gear icon is that QuickBooks has recently updated its interface and is gradually transitioning Tags to Custom fields. For more information, you can refer to this article: Overview of custom fields capabilities in QuickBooks Online.

 

Due to this transition, the filters available in reports are limited, which is why you can't filter by tag name. However, you can directly access the tags report from the Tags section. Here’s how:

 

  1. Click the Gear icon.
  2. Select All lists.
  3. Choose Tags.
  4. In the Action column, click Run report next to the tag you want to view.

 

If you have any further questions, please feel free to revisit this thread.

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