SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends June 27

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
Rozmore13
Level 4

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

I just finished creating a Profit and Loss by Tag Group for a client.  Is there a way to create a Profit and Loss which includes all Tag Groups.

 

 

 

 

Roz Morgante

Solved
Best answer September 29, 2023

Best Answers
Adrian_A
Moderator

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

Hi Roz,

 

I've got the steps on how to show all group Tag in the Profit and Loss by Tag report.

 

Here's how:

 

  1. On the report, click Customize.
  2. Go to the Filter drop-down.
  3. Select All.
  4. Click Run report.

 

Once done customizing, you can memorize the report in QuickBooks Online. This helps you to save the current customized settings. Then, set a schedule and email information for the memorized report. 

 

I'll be glad to help you again if you have more questions about running reports. Just add the details in the comment section.

View solution in original post

MorganB
Content Leader

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

Thanks for joining this thread, marria.

 

I want to make sure you're able to view the Profit and Loss by Tag Group Report in your QuickBooks Online account.

 

As an initial troubleshooting step, I recommend first clearing the browser cache. The cache is used to collect frequently used data to make loading web pages quicker and easier. Clearing it will remove anything that is preventing the report to load. Here's how to get this done if you're using Chrome for example:


1. At the top right, click More.
2. Click More tools and then Clear browsing data.
3. At the top, choose a time range. To delete everything, select All time.
4. Check the boxes next to "Cookies and other site data" and "Cached images and files."
5. Select Clear data.

 

The following article provides similar steps for other browsers: Clear cache and cookies to fix issues when using QuickBooks Online

 

Please give this a try and let me know if you're able to access the report afterward. I'll be here if you have any other questions.

View solution in original post

6 Comments 6
Adrian_A
Moderator

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

Hi Roz,

 

I've got the steps on how to show all group Tag in the Profit and Loss by Tag report.

 

Here's how:

 

  1. On the report, click Customize.
  2. Go to the Filter drop-down.
  3. Select All.
  4. Click Run report.

 

Once done customizing, you can memorize the report in QuickBooks Online. This helps you to save the current customized settings. Then, set a schedule and email information for the memorized report. 

 

I'll be glad to help you again if you have more questions about running reports. Just add the details in the comment section.

Rozmore13
Level 4

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

Thank- you.

Candice C
QuickBooks Team

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

Good evening, @Rozmore13

 

You're welcome! 

 

I'm glad my colleague was able to provide you with some steps and details to help you create a Profit and Loss by Tag Group that included all Tag Groups. 

 

If you have any other questions or concerns about reports, don't hesitate to ask. We're always here to lend a helping hand. Best wishes! 

Rozmore13
Level 4

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

Thank-you.  Same to you.

marria
Level 1

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

THis is not working for me. Literally an hour ago I had the report and now it is not working?

MorganB
Content Leader

How do I create a Profit and Loss by Tag Group that includes all Tag Groups

Thanks for joining this thread, marria.

 

I want to make sure you're able to view the Profit and Loss by Tag Group Report in your QuickBooks Online account.

 

As an initial troubleshooting step, I recommend first clearing the browser cache. The cache is used to collect frequently used data to make loading web pages quicker and easier. Clearing it will remove anything that is preventing the report to load. Here's how to get this done if you're using Chrome for example:


1. At the top right, click More.
2. Click More tools and then Clear browsing data.
3. At the top, choose a time range. To delete everything, select All time.
4. Check the boxes next to "Cookies and other site data" and "Cached images and files."
5. Select Clear data.

 

The following article provides similar steps for other browsers: Clear cache and cookies to fix issues when using QuickBooks Online

 

Please give this a try and let me know if you're able to access the report afterward. I'll be here if you have any other questions.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us