Does the Tag Report work for anyone else?

Hello there, user96440.

When you pull up the Transaction List by Tag Group report through the Banking page, the Rows/columns Group by field is set to Other. Meanwhile, the report you pull up through Reports is default to Ungrouped tags. You can refer to the screenshot below:

Aside from the Report period, make sure you set the Group by field correctly. From there, you can click Run report.

Here are some links related to tags and groups in QuickBooks Online:

• What are tags and why should I use them?
• Tag transactions in QuickBooks Online

Let us know how this goes so we can further review what is happening. Have a great day!

I ran each report both ways and no transactions showed up.  See attached document.  The first is from Banking, Tags and the second is From the Reports tab.

I have tried both methods of access to the tag report using both Other and Ungrouped Tags.  Neither one shows any transactions.  See the attached document.  

I discovered today there is a Known Issue/Investigation going on because Tag reports are not working.   The Investigation number is  INV-51880.    if you get on a call with Intuit support you can get your name added to the issue, get a Case number, and they will keep you updated by email when it's fixed.

Thank you both. I have added my name to the affected users. 

Thank you both. I have added my name to the affected users list. 

Has there been any movement on this issue? I came across this forum after having the exact same issue... transactions have all been tagged, and I can see the transactions under the group, but when I run the report it is incomplete - mainly missing almost all expenses. After all of the time spent tagging, this is very frustrating!

Welcome to the QuickBooks Community, bcpt. I understand that things have been challenging for you and that it's not the sort of experience we want you to have about running reports with tag entries. With this, I'll ensure you'll get the latest update about the problem and point you to the right support team to assist you further on this matter.

There's a new ongoing issue about tags not appearing in reports. For now, we're unable to provide an exact timeframe for when this will be fixed.

For now, I suggest contacting our QuickBooks Online support so they can add you to our notification list. This will help our engineers determine the number of affected users. You'll receive updates through email once the issue is resolved.

Lastly, you may refer to this article to see steps on how you can edit tags in QuickBooks to make your transactions remain accurate: Tag transactions in QuickBooks Online.

Don't hesitate to add a comment below if you still have questions about the tag in QBO. I'm always around to help, bcpt. Take care and have a good day!

Have same issue and is December 23, still NO fixed..

Hi there, @ghm.

We'd like to learn more about what specific issue you're encountering in report tags so we can further assist you.

For additional info, feel free to click the reply button below. I'll be willing to help.

Doesn't show tag transaction in couple parts of the websites. 

https://app.qbo.intuit.com/app/tags

https://app.qbo.intuit.com/app/reportv2?token=PANDL_BY_TAG_TYPE&show_logo=false&date_macro=thisyeart...

https://app.qbo.intuit.com/app/reportv2?token=GENERIC_QZREPORT&crit=ttf_tagfiltercrit%3Dmx%2C3fedd5f...

Hi there, ghm.

I appreciate your response and the screenshot you provided. Let me give some information as to why you're missing the number of transactions linked on the Tags page.

Currently, there is an investigation into missing transaction counts on the Tags page. Rest assured, our product engineers are working diligently to find a permanent solution for this issue. For now, I suggest contacting our support team to be added to the affected users list. You'll receive an email notification once there's an update regarding this matter.

Here's a step-by-step guide on how to contact us:
 

1. Go to the Help menu and select the Search tab.
2. Then, click Contact Us.
3. Then, enter a brief description of your concern and select Continue.
4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

You can check our support hours in this article: QuickBooks Online Support.

Feel free to leave a reply if you have any further concerns about using tags in QuickBooks. I'm just one post away.

We have had the same issue for months. The ticket INV-97020 was supposed to fix it but it's still broken.

I understand the value of getting the reports you need without experiencing any challenges, @blendedfurniture. 

Allow me to share a workaround you can use and route you to the appropriate support that will help you.

Another way of accessing your tag reports is by going to the settings.

1. Go to the Gear icon and choose All lists.
2. Click Tags.
3. Navigate to the tag and click Run report under the ACTION column.

Upon checking here, I've found that INV-97020 is marked as closed. However, since you are still experiencing the problem, I recommend contacting our support team again for a follow-up. Please share and explain the issue you're experiencing so that they can provide you with a resolution.

Here's how you can reach a live representative:

1. Log in to your QuickBooks Online Company.
2. Click on the Help button at the top of the page.
3. Choose the Search tab, then click Contact us.
4. Type in your concern and click Continue.
5. Under Callback, click Have us call you button. This will route you to enter your details.
6. After that, select Get a call.
7. You will now be added to the queue and wait for us to call you.

Additionally, you can also print, email, and export your reports.

We appreciate your patience as our support team looks into this issue further. Thank you for your understanding.

Is incredible how a Company as Intuit can't fix a report.

Is out of mind, that had been couple month and they just suggest workaround fix. Blow my mind.. WAO