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_gm
Level 1

Tags is not working in list and reports

I have the following issues about Tags.

  1. I don't see "run report" in Action column in tags list Screenshot 2024-01-11 at 8.06.36 PM.png
  2. When I choose a tag to filter, it shows "No transactions found" even if all transactions already has tags. All tags are grouped.Screenshot 2024-01-11 at 8.01.25 PM.png
  3. I don't see "tag" in the filter when I run reports such as profit and loss.

Screenshot 2024-01-11 at 8.08.38 PM.png

 

8 Comments 8
Irene R
QuickBooks Team

Tags is not working in list and reports

Welcome to the Community, GM.

                   

I am here to address the following concerns you are currently experiencing with your QuickBooks Online (QBO) account.

 

Let’s first perform troubleshooting steps so that your Run Report option in your Tags page will appear. Start by logging into your QuickBooks Online account using a private or incognito browser.

 

You can use these keyboard shortcuts below:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N

 

From there, check if you have now the Run Report option on your Tags page. If it appears, go back to your regular browser and clear its cache. By doing that, you can clear the cookies that block web pages from loading that are stored in your browser.

 

Next, regarding your concern upon checking our records. I found out that there is an ongoing investigation regarding this issue. Rest assured that our Product Engineering team is determined to find a solution and fix this problem as soon as possible.

 

Since you are experiencing this problem and we cannot provide a time frame for the resolution, I recommend contacting our support team. In this way, you'll be added to the list of affected users and receive status updates through email.

 

Lastly, you can find the Tag option in filtering a report in the Rows/Columns section under the Columns tab by clicking the dropdown button.

Columns Sampl Tag Group.jpg

 

You can read this article to learn more about personalizing your report in QBO: Create enhanced custom reports in QuickBooks Online.

 

Let me know in the comments below if you have further questions about customizing your reports in your QBO. I’ll be here to assist you at any time.

_gm
Level 1

Tags is not working in list and reports

1) I cleared cache and used private tab, and the Run report button is still not found
2) Ok, I reached out to support for this.
3) Tag still not found in the Rows/Columns section

Screenshot 2024-01-11 at 11.25.33 PM.png

Ivan_G
QuickBooks Team

Tags is not working in list and reports

Hello, _gm. Thank you for coming back to this thread. 

 

I appreciate your efforts in clearing your browser's cache. Since the Run report button is still missing, I suggest logging in to QuickBooks through any other supported browser to narrow down the result.

 

On the other hand, I understand that you want to customize your Profit and Loss report by Tag however, this option is currently available to some reports only. While this is still unavailable, I recommend sending feedback so they can consider adding this feature in future updates.


Here's how:

  1. Go to the Gear icon and select Feedback under profile.
  2. Enter your product comments and suggestions, then click Next to submit.

 

In addition, I added an article as a guide on personalizing your reports in QBO: Customize reports in QuickBooks Online.

 

If you have other reports-related concerns, feel free to come back to us in the Community. We're here for you 24/7.

pettytheft
Level 2

Tags is not working in list and reports

TAGS are broken.. this is NOT a cache issue or a browser issue.  PLEASE FIX THIS ASAP

MAnneJ
QuickBooks Team

Tags is not working in list and reports

Hi there, @pettytheft

Seems like my colleague has already addressed this issue and responded to you in the Community. Allow me to provide you the link for more information. Here's the link: Re: Where did the tag page go? I used to be able to click on banking, then tags tab to see my inc.......

Comeback to this thread if you need additional assistance with regards to tagging in bookmark and any QuickBooks-related matter. Keep safe.

AcctPro22
Level 1

Tags is not working in list and reports

This ABSOLUTELY DOES NOT WORK. You have ruined a VERY IMPORTANT feature of the product, which now makes it impossible to track Tagges Expenses. 

 

It is NOT a browser cache issue, it's a QBO Dev issue. None of what you explained works.

Medfam03
Level 1

Tags is not working in list and reports

Did anyone figure out how to fix this???

Jelayca V
QuickBooks Team

Tags is not working in list and reports

It's great having you here in the Community, @Medfam03 . I'm here to ensure you can fix this so that tags will show when you run your report in QuickBooks Online (QBO).

 

Firstly, could you please let me know which report you ran? If you run the Profit and Loss (P&L) report, please ensure that you have selected the tag group name in the Display columns by section. If it's a tag without a group, select the Ungrouped tags, so that unassigned tags will show in the report. 

 

Additionally, make sure to choose the correct date range of your report in the Report period section and ensure to click Run report button after. 

sample_720.png

 

If the issue persists, we can take some troubleshooting measures to help fix the issue as this could be an issue related to your browser.

 

To begin, let's access your account through your browser's incognito mode. An incognito window will prevent the browser history from being saved. Please refer to the following keyboard shortcuts based on your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Alternatively, you can clear the browser's cache to eliminate common errors that may hinder the application from working properly. Clearing the cache will reboot the system, allowing you to work with a clean slate. You can also use other supported browsers to see if the issue persists. 

 

You can read this article to learn more about personalizing your report in QBO: Create enhanced custom reports in QuickBooks Online.

 

Keep us posted if you have further questions about tags in a report in QuickBooks Online. I'll be of help. Best regards. 

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