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vseavello
Level 2

Two things I'd like to see in the tag report 1 I'd like an option to run report on a single account 2 The tag totals should be sorted to make it easier to find a tag ?

 
2 Comments 2
vseavello
Level 2

Two things I'd like to see in the tag report 1 I'd like an option to run report on a single account 2 The tag totals should be sorted to make it easier to find a tag ?

I'd also like to be able to download the report in CSV format

JonpriL
Moderator

Two things I'd like to see in the tag report 1 I'd like an option to run report on a single account 2 The tag totals should be sorted to make it easier to find a tag ?

Hello @vseavello,

 

In QuickBooks Online, you can pull up and customize one of your list reports to see your transactions in an account associated with a tag. Let me walk you through the steps on how to accomplish this.

 

  1. Go to Reports.
  2. Under Sales and customers, select Transaction List by Tag Group.
  3. Select Customize.
  4. On the Report period menu, select the date base on the transactions you wanted to show up on your report.
  5. Below the Filter menu, select Account.
  6. Choose one from the list of your account.
  7. Click Run report.

From here, you can sort the items on your by clicking the Sort menu above the name of your report. And by clicking the Export button to create a copy in an Excel file and saving it in a new CSV file format.

 

In addition, here's an article you can read to learn more about how you can customize a report: Customize reports in QuickBooks Online.

 

Lastly, I've got you this article helpful in providing a different report you can use to cater to your business needs: How QuickBooks generates reports?

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

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