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kristin-coursede
Level 2

What is a "tag group"? I want to run a Profit and Loss report but have "no results"... maybe because we don't use "tag groups"???

QB reports are killing me! How do I run a simple P
1 Comment 1
Rasa-LilaM
QuickBooks Team

What is a "tag group"? I want to run a Profit and Loss report but have "no results"... maybe because we don't use "tag groups"???

Hey there, kristin-coursede.


This isn’t the kind of experience I want for you when running reports in QuickBooks Online (QBO). Let me ensure that you can run the Profit and Loss report in no time.


Tag groups consist of related labels that share a common theme. When building the report mentioned above, you’ll have to go to the Reports Center. I’m here to help and guide you through how to do this task.

 

  1. In QBO, tap the Reports menu on the left panel to open the Reports Center.
  2. Navigate to the Standard tab and go to the Business overview section.
  3. Look for the financial report from the list.pl.png


Another way to find the report:

  1. Click the Reports menu on the left panel to display the Reports Center.
  2. Enter Profit and Loss Report in the Find by name field.
  3. This action will open your financial statement.

 

To learn which reports are available for your version of QuickBooks Online, click here to access the complete list. Also, this reference provides detailed information you can do with statements: Run reports in QuickBooks Online. It contains some links on how to accomplish each task including the customization process.


Additionally, the links below will guide you on how to use the Tags feature and build a report for a specific group.

 

 

Reach out to me again if you still need assistance with running financial reports. I’m always ready to help you. Have a good one and stay safe.

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