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LJJ1986
Level 1

It seems as though I no longer have the ability to access the Transactions by tag list. Has this been resolved yet? This was such a helpful feature!

 
Solved
Best answer April 29, 2024

Best Answers
MarkAngeloG
QuickBooks Team

It seems as though I no longer have the ability to access the Transactions by tag list. Has this been resolved yet? This was such a helpful feature!

Hi there, @LJJ1986.

 

I understand how you feel when you can't access the Transaction List by Tag Group. You can find the Transaction List by Tag Group by searching for it on the Reports page. However, if you can't run the report, I'm here to help you fix it. 

 

First, I'd like to ask what you have encountered during your access to that report.

 

  • Since you're talking about the report access, have you been invited by the owner as a user with only specific roles?
  • Did you see any errors while running the report?

 

If so, please reply below so we can help you fix it. As of now, let's do browser troubleshooting as a starter troubleshoot.

 

Sometimes, our browser fills too much cache, which could cause malfunctions to some features or slow down a website. As of now, I can guide you on troubleshooting your browser to ensure it runs with QuickBooks efficiently. Let's start with accessing QuickBooks Online using incognito mode or a private window.

 

Here are the shortcut keys to go private mode in a browser:

 

For Google Chrome / Microsoft Edge / Opera:

  • Windows: Ctrl + Shift + N
  • Mac: Command ⌘ + Shift + N

For Firefox:

  • Windows: Ctrl + Shift + P
  • Mac: Command ⌘ + Shift + P

For Safari:

  • Shift + Command ⌘ + N

 

If this works, you can proceed to clear your browser's cache and cookies to clear temporary files running in your browser that have caused the malfunctions. Otherwise, you can also use other supported browsers to ensure it runs QBO efficiently.

 

After that, you can also consider using the customize report feature to personalize your report to your preference.

 

Keep us updated with your concerns by hitting the reply button below. We're always here to assist you with anything.

View solution in original post

4 Comments 4
MarkAngeloG
QuickBooks Team

It seems as though I no longer have the ability to access the Transactions by tag list. Has this been resolved yet? This was such a helpful feature!

Hi there, @LJJ1986.

 

I understand how you feel when you can't access the Transaction List by Tag Group. You can find the Transaction List by Tag Group by searching for it on the Reports page. However, if you can't run the report, I'm here to help you fix it. 

 

First, I'd like to ask what you have encountered during your access to that report.

 

  • Since you're talking about the report access, have you been invited by the owner as a user with only specific roles?
  • Did you see any errors while running the report?

 

If so, please reply below so we can help you fix it. As of now, let's do browser troubleshooting as a starter troubleshoot.

 

Sometimes, our browser fills too much cache, which could cause malfunctions to some features or slow down a website. As of now, I can guide you on troubleshooting your browser to ensure it runs with QuickBooks efficiently. Let's start with accessing QuickBooks Online using incognito mode or a private window.

 

Here are the shortcut keys to go private mode in a browser:

 

For Google Chrome / Microsoft Edge / Opera:

  • Windows: Ctrl + Shift + N
  • Mac: Command ⌘ + Shift + N

For Firefox:

  • Windows: Ctrl + Shift + P
  • Mac: Command ⌘ + Shift + P

For Safari:

  • Shift + Command ⌘ + N

 

If this works, you can proceed to clear your browser's cache and cookies to clear temporary files running in your browser that have caused the malfunctions. Otherwise, you can also use other supported browsers to ensure it runs QBO efficiently.

 

After that, you can also consider using the customize report feature to personalize your report to your preference.

 

Keep us updated with your concerns by hitting the reply button below. We're always here to assist you with anything.

MarkAngeloG
QuickBooks Team

It seems as though I no longer have the ability to access the Transactions by tag list. Has this been resolved yet? This was such a helpful feature!

Hi @LJJ1986.

 

Hope you’re doing great. I wanted to see how everything is going about the ability to access the Transaction List by Tag Group you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

LJJ1986
Level 1

It seems as though I no longer have the ability to access the Transactions by tag list. Has this been resolved yet? This was such a helpful feature!

Sorry for the late reply. Yes, I was able to access what I needed from the reports page. Thanks so much for all of your help and tips!

ShangY
QuickBooks Team

It seems as though I no longer have the ability to access the Transactions by tag list. Has this been resolved yet? This was such a helpful feature!

I'm happy to hear that the steps my colleague provided has helped you, @LJJ1986.
 

Please know that you're always welcome to come back here in the Community if you need help with the processes or any other QuickBooks related concerns. We're always happy to help. Take care always.

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