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Buy nowHi there, @kahandler-me-com. I'd be happy to guide you through the process of getting the report that you preferred.
The tags reports will show the variables that you've mentioned. Let me show you some things you can do by using the Customize tool.
Here's how:
I've added some screenshots for additional reference:
Moreover, if you need more details you can also modify it to the next level by exporting the reports to Excel in the future. To know more details on the steps, you can check out this article: Export your reports to Excel from QuickBooks Online.
Let me know if you need anything else. Have a good one!
Unfortunately, that does Not do what i need. The right hand column says "Tag Name" +1 (or +2 or +3) I need to see the names of ALL of the tags that are associated with a transaction. This suggestion still requires me to open every transaction to see if the tags are assigned are correct.
Thanks for your prompt reply, kahandler-me-com.
In addition to the steps shared by my colleague MarsStephanieL, you'll want to add the Ungrouped Tags column from the Customize window. This will display all the tags assigned to a specific transaction.
Here are some sample screenshots for a visual reference:
To learn more about tags, please check out these articles:
If you want to see the different reports included in your subscription and how you can customize them, you can read these guides:
Please feel free to reply on this thread if you have more questions or other concerns. Me and my colleagues are here to help. Take care!
Sorry, but they still doesn’t do it. The transactions are not ungrouoed. Please try out your suggested solution to see if it actually solves the issue before posting a generic response.
Good morning, @kahandler-me-com.
Thanks for reaching back out on this thread. Allow me to point you in the right direction to get this resolved.
Since the steps above didn't work, the best route would be to get in touch with our Customer Support Team. A screen share tool will help the agent walk you through some additional instructions so that you can get this problem fixed. Here's how:
It's that easy!
Keep us updated. We want to ensure that you're taken care of today. Have a great day!
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