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rendrag47
Level 1

Can I run a P&L report with "Tag" as a column?

I want to ensure all appropriate expense transactions have a tag. Can I add Tag as a column in an expense report or P&L so I can double check without having to review each transaction?
1 Comment 1
DrandCr
Level 1

Can I run a P&L report with "Tag" as a column?

@rendrag47  Hope you started your day well.

 

On your query related to identifying expense transactions without tag, Currently QBO does not have report under which untagged transactions will shown as a column (There are reports named P&L by Tag and Transaction list by Tag but these report focus on tagged transactions and will not help if we need untagged transactions). But we can identify the transactions without tag from the tag screen itself, for that please follow below steps.

 

1) Go to the tag screen Gear icon on left top > List >  Tag.

2) In the tag screen select "Start tagging transactions " option under money out ( since you need the expense transactions without  tag) as highlighted in snippet 1 below.

3) List of money out transactions ( expense, credit card charge etc) without tag will be displayed. You can update tags individually or bulk update by selecting multiple transactions ( Snippet 2).

 

Hope these helps,  Do let me know if you have any questions.

 

Pai

Bookkeeper

(Skype ID : [removed])

Snippet 1:

tag.png

Snippet 2:

tag.png

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