Group by tag group has stopped working in reports

Thank you for bringing this to our attention, MyCamop001.

I recognize the inconvenience of the tags feature in QuickBooks Online (QBO)not working as it should. This feature is important for efficiently categorizing transactions and understanding your spending.

Several customers reported that the Transaction List by Tag Group report displays tags in a single group rather than each applicable label. We can see the issue has caused the data on the statement to be out of order, but rest assured this will be handled with utmost urgency by our engineers.

I want to make sure you're in the loop on the progress of the investigation. That's why, we encourage all impacted customers to contact our QuickBooks Online (QBO) Care Team. One of our agents will add your company to the notification list to receive email updates. 

To obtain the support details:

1. In your company, tap the Help icon in the upper right to display the support window.
2. Choose the Assistant tab and enter a brief description of your concern in the Type something bar.
3. Press the Get help from a human link to see more options.
4. In the How would you like to connect with us? section, choose Chat to initiate a conversation and Callback to speak with an agent.

Our specialists are available from Monday-Friday 6:00 AM to 6:00 PM PT (Plus, Essentials, Simple Start) and anytime for Advanced customers.  

Moreover, these resources provide detailed information on the differences between tags, classes, and categories, as well as instructions on how to customize reports:

• Tag transactions in QuickBooks Online
• What are tags and why should I use them?
• Why you should group your tags
• Customize reports in QuickBooks Online

MyCamop001, Don't hesitate to get back on this thread if you have any further concerns about tags and reports. We're always here to assist you every step of the way. Have a good one. 

Any updates? I followed your instructions for connecting with a person via "help" but every time I try QB Assistant tells me they are having technical difficulties

Hello @MyCamop001, Thank you for reaching out to us in the Community. 

I wanted to update you about this issue. Our product engineers are aware of the problem and have included it in their investigation report. They are currently working on resolving the issue and finding the root cause. Once the issue is fixed, 

While waiting for the fix, you can contact our support again so they can add you to the list of affected users. When our engineers release an update, you'll be notified through email about the updates of the investigation. You can follow the outlined steps provided by my colleague  @Rasa-LilaM.

In the meantime, I would like to share some articles with you that can help you get a better understanding of how to use tags and groups in QuickBooks Online.:

• What are tags and why should I use them?
• Why you should group your tags?

 For more information, as well as how to edit tags and tag groups, I recommend the following article: Tag Transactions in QuickBooks Online.

Thank you for your patience while we work on resolving this issue. If you need any assistance navigating QuickBooks Online, please don't hesitate to let me know. I'm always here to help.

The Assitant/Chatbot is completely useless, it tells me it is having technical difficulties every time I type anything!  I am still waiting for some sort of update but your instructions don't work for me and please don't suggest a link to an article about what tags are and how to use them

I appreciate you for coming back to the thread and adding details of what you've done, MyCamop001. I can see that things have been challenging for you when reaching out to our support to ask for assistance with the Tag Group stopping working or not being able to report correctly in reports. Let me give you the best route so this can be taken care of further. 

Beforehand, please know that the issue mentioned is still labeled as an ongoing issue. Once you're able to contact our support team and a ticket has been raised, rest assured that you'll be added to the list of affected users. You'll receive updates through email once the issue is resolved. You can also send or reply to them using the existing email to check for the status of this matter. 

You can visit this link so you'll be routed to the What can we help you with? page and choose QuickBooks Online in the drop-down arrow. Then, you can then connect with one of our support from there. 

In case you need steps on how you can save a report in QBO with its current customization settings, you can read this article: Memorize reports in QuickBooks Online.

If you have any further questions about Tags or reports in QBO, please don't hesitate to add them below. I'll be here to lend a hand, MyCamop001. Take care.

I'm having this exact same issue. It is very frustrating since I use it for invoicing. Sorting through supplier bills manually to figure out what to invoice is going to be a nightmare!

Hello there.

We understand the importance of having this option to manage your transactions, and please know this isn't the experience we want you to have when using QuickBooks Online (QBO). The investigation mentioned by our colleagues is still ongoing, and our engineers are still working on a fix. We recommend contacting our Customer Care Team so they can add you to the list of affected users. Here's how:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

Please see this article for more details: QuickBooks Online Support.

Additionally, we've got these handy articles about modifying reports and creating personalized sales forms inside QBO:

• Customize reports in QuickBooks Online.
• Customize invoices, estimates, and sales receipts in QuickBooks Online.

The Community space is open 24/7 if you need further assistance managing reports inside QuickBooks. Please don't hesitate to drop by anytime or comment below so we can respond. Stay safe.

It is now December 23 and Transaction List by Tag Group Report is still broken
This is a complete joke.  You have broken an important feature.  FIX IT NOW.

Most of the New Enhanced Experience is TERRIBLE!!

Why do you roll out new features like this?

Is 2024 and still issued....

Hello there, ghm.

I acknowledge the urgency and importance of resolving this issue on tag groups in QuickBooks Online. As per checking on my end, there's an open investigation related to your concern. Rest assured that our engineering team is aware of this issue and is actively fixing it.

In the meantime, I suggest contacting our support team so they can add you to the list of affected users. Also, they'll update you via email once this issue is already resolved. To do so, here's how:

1. Sign in with your QuickBooks Online company.
2. In the upper right corner, click on the Help icon.
3. Select Search, then click Contact Us.
4. Write your issue or concern and Continue.
5. Select what support you would like to contact.

If you want to personalize your reports in QBO, you can visit this article for information: Customize reports in QuickBooks Online.

Please don't hesitate to get back to us if you have further questions about tags in QBO. We're always here to assist you anytime.

Adding to the list of frustrated users here. I've had to delay my invoicing for the 3rd time this year due to QB issues. Any update?

Allow me to share an update regarding this concern, jemiller02. Please know that this is not what we want you to experience. 

Currently, the investigation regarding using the tag group is still ongoing. Rest assured that the engineering team is doing their best to fix this matter as soon as possible. 

I recommend contacting our support so that they can add you as one of the affected users. In addition, as they add you, you'll be able to receive an email update regarding this concern. 

Here's how: 

1. In your QBO account, select Help (?). 
2. Choose the Search tab.
3. At the bottom of your screen, click Contact Us.  
4. Type your concern. Then click Continue. 
5. You may choose Callback, Appointment, or Chat as your way to connect with us. 
6. Kindly fill out the provided field such as your First name, Last name, Email address, and Phone number. 
7. Depending on what you choose as your way to connect with us, click Callback, Schedule an appointment, or Chat. 

You may also want to learn more about the Support hours of QuickBooks. 

The comment section is always open, so feel free to add some information as you call our representative or if you have further questions regarding QuickBooks. We're always here to help you. 

Hi jemiller02

Don,t bother to be added to the affected user. I'm on that list for almost 2 month and doesn't make a difrent. The report still with error.

I had manage a work around to get tagging work on some reports. 

I had to use each tag group as alone tag. Can,t have 2 tag on same tag group. Treat each tag group as individuals. As soon you add 2 tag to a tag group most report fail to work. 

That may not work for you and you will need to re-tag everything..

Luckily for me this work, at least for how i use the tag...

Wish you luck  .  Maybe for 2025 they fix the issue or reverse the update that screwed the tags feature..

Hi jemiller02 

Don't bother the be add to affected user. I'm on that list for almost 2 month and doesn't make a difrent. Error doesn't been fixed..

I manage to find a workaround to make some report work..

You must had to treat each tag group as individuals/alone. This allows some reports work. As soon you add a 2nd tag to same group tag it damage most report... Use each tag group as singular tag..

That may not work for you, depend how you use the tags, plus you will need to re-tag everything....

At least it work for me and how i use the tagging reports..

Wish you luck ,  maybe for 2025 they fix the issue or reverse the update that screwed the tagging..

It is now the end of January 2024.   WE NEED THIS FIXED NOW!!!  This is unbelievable that a basic feature has broken for MONTHS now!!!

This is unacceptable Intuit.  

Thank you for following up on this thread, petty.

Proper functioning of the tag feature enables users to easily categorize transactions and gain valuable insights into their sales and expenses.

I can see that you've posted a similar question here in the Community. My colleague has already provided a resolution. To view the complete information, please click on the link provided: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/where-did-the-tag-page-go-i....

Should you have additional questions on how to manage your tags or concerns about running other reports, don't hesitate to visit the Community again. Please know I'm always ready to provide the help you need. Have a good one, petty.

Hi! This comment you linked doesn't actually fix the issue! You know that. This issue is still unresolved or updated. 

It is now working for me