Tag groups

Hi there, hnsignorelli.

Let me help you connect the bank transaction to the invoice payment so there are no duplicates. Before we start, make sure to put the bank transaction in the For review tab.

Here's how:

1. Go to Bookkeeping or Banking, then Bank Transactions.
2. Select the tile for the bank or credit card account you downloaded the transaction from.
3. Select the Categorized tab.
4. Find the transaction you want to unmatch.
5. Select the blue transaction link in the Added or Matched column to see the matched transaction.
6. Select Undo from the Action column.

The original downloaded transaction will go back to the For Review tab. Follow these steps to find and match the bank transaction to the invoice or payment already posted on the register.

For the Profit and Loss by Tag Group report, you need to select the tag name from the Display columns by field. That way, the transaction will appear on the report.

I'm adding these articles to help you use the Tag Group feature and match bank transactions.

• Tag transactions in QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online.

Get back to me if there's anything else you need by commenting below. It's always my pleasure to help you.

Hi, Thank you for replying. I did "undo" and then re-matched it to the invoice and the tag on that transition is showing as there. But the tag is still not showing up in the profit loss statement by tag group. I can see the tag groups and the expenses fine but not the income?