Tag reporting

Hi there, Golani.

As of now, the option to filter and run reports by tags isn't available. I'll take note of this idea and share it with our Developers.

I've also added these references that have detailed information about tags:  

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

I'm just a post-away if there's anything that I can help. Keep safe!

Hi Adrian and thanks for getting back to me. I hope the developers realize how important using tags as filters is. I really don't see much benefit to tags without it. Also, really need the ability to show tags as a column in reports. 

Tags are a great feature, but I think Quickbooks has a ways to go before unleashing their full potential.

Thanks

Thanks Adrian. I hope the developers will focus on this given that the power of tags is hindered if they cannot be used as filters for reports or even shown as columns. Generally speaking, in all programs I have used, tags are one more data point that allows information to be displayed as needed by the user. Until that happens with QB, I don't see much benefit to using tags.

Thanks for listening.

I am also very interested in this feature, as well as running reports for vendors with custom fields.  

Hello there, @C Meikle.

You can generate a report for a Transaction List by Tag Group. This displayed a list of income and expense transactions grouped by tags. I'm can guide you on how to do it.

1. Go to the Reports menu.
2. Scroll down to the Sales and Customers section.
3. Double-click on the Transaction List by Tag Group.
4. Set the reports Date range.
5. From the Rows/Columns Group by drop-down, select Ungrouped tags.
6. Click the Run Report. 

Also, you can run individual reports for each tag and tag groups. Here's how:

1. Go to the Transactions menu.
2. Choose the Tags tab.
3. Scroll down to see all your Tags and Tag Groups.
4. From the Actions column, click the Run Report link that corresponds to each tag and Tag Group you want to view.

On the other hand, the ability to run reports with custom fields depends on the version of QuickBooks you're using. You can create custom fields to enter additional information that matters to your customers and vendors in QuickBooks Online Advanced.

Once added, you'd want to make sure to add those custom fields as columns when generating a report. 

1. Go to Reports from the left panel.
2. Find and open the report you want to run.
3. Select the gear icon at the top right of the report.
   
4. Under Change columns, check the box for each custom field you've added above.
5. Select anywhere outside the settings panel to close it.
6. QuickBooks adds the columns to the right side of the report.
7. If you want to reorder the columns, select the gear icon again, and click Reorder columns.

Lastly, I've added these articles to help you personalize the reports in QuickBooks to suit your business needs:

• How to Filter Reports: Customers, Vendors, & Products 
• Use custom fields in reports in QuickBooks Online Advanced 

Visit us here again if you have other questions in managing your reports. I'm always here to help.