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KirstyP
Level 1

Report by tag not showing the memo/Description field

I am trying to run a report by tag but the memo/Description is not appearing even though I have ticked it in the settings. I have also cleared my cache but still no luck

Solved
Best answer February 17, 2021

Best Answers
katherinejoyceO
QuickBooks Team

Report by tag not showing the memo/Description field

I'm here to help you out with your concern, @KirstyP

 

As an insight, you'll need to group your tags first so you can run tag-specific reports. Otherwise, you can you can only search for individual transactions with ungrouped tags.

 

Here is the step-by-step guide: 

 

  1. Go to the Settings menu, then select Tags.
  2. Click the New dropdown, then select Tag group.
  3. Give the group a name and select a color from the dropdown, then select Save.

 

Then, create new tags and tag transactions to create the tag and tags form. Here's how:

 

  1. Enter the name of the tag you want to create in the Tags field.
  2. Select + Add.
  3. Choose one of your groups to add the tag to it.

 

Once done, you can now run reports for the tag group. Here's how: 

 

  1. Go to the Banking menu and select Tags.
  2. Find a group on the list.
  3. Select Run report under the Action column. 

 

For more insights, check out this article with a quick video tutorial as a visual guide on how it is done: Tag transactions in QuickBooks Online.

 

You can also customize your report and may also memorize it so you can use the selections you've chosen in the future.

 

I'll be here to help you some more if you need further assistance with tag reports. Have a great day ahead.

View solution in original post

6 Comments
katherinejoyceO
QuickBooks Team

Report by tag not showing the memo/Description field

I'm here to help you out with your concern, @KirstyP

 

As an insight, you'll need to group your tags first so you can run tag-specific reports. Otherwise, you can you can only search for individual transactions with ungrouped tags.

 

Here is the step-by-step guide: 

 

  1. Go to the Settings menu, then select Tags.
  2. Click the New dropdown, then select Tag group.
  3. Give the group a name and select a color from the dropdown, then select Save.

 

Then, create new tags and tag transactions to create the tag and tags form. Here's how:

 

  1. Enter the name of the tag you want to create in the Tags field.
  2. Select + Add.
  3. Choose one of your groups to add the tag to it.

 

Once done, you can now run reports for the tag group. Here's how: 

 

  1. Go to the Banking menu and select Tags.
  2. Find a group on the list.
  3. Select Run report under the Action column. 

 

For more insights, check out this article with a quick video tutorial as a visual guide on how it is done: Tag transactions in QuickBooks Online.

 

You can also customize your report and may also memorize it so you can use the selections you've chosen in the future.

 

I'll be here to help you some more if you need further assistance with tag reports. Have a great day ahead.

View solution in original post

KirstyP
Level 1

Report by tag not showing the memo/Description field

Hi

Thanks but none of that is the problem. The issue is that the memo/description field is blank and I cannot get it to populate. I really  need the description to show on the report - I have ticked the memo box in settings and refreshed / re run the report but the description still does no show

JenoP
QuickBooks Team

Report by tag not showing the memo/Description field

Joining the thread to add more details about the report, KirstyP.

 

Can you also tell us if the data that you want to show is written in the Memo or in the Description field? Please take note that the Transaction List by Tag or Group reports will only show details that are placed inside the Memo field. 

 

If they are written in the Description, you will need to copy and paste them in the Memo field so they will show in the report. 

 

Let me also share these articles about running reports in case you might need them in your future tasks:

 

 

Let me know if you have follow-up questions. 

KirstyP
Level 1

Report by tag not showing the memo/Description field

Ahh - ok. Thanks for that. I havel copied the descriptions into the memo field and it worked. Thanks for the help

cmini
Level 1

Report by tag not showing the memo/Description field

Having both the Memo and Description field filled out usually works for me and the memo text shows up on a report. However, there are some instances where it does not work although everything is filled out correctly. Maybe a bug? Would appreciate additional exploration by the QB team.

Ryan_M
QuickBooks Team

Report by tag not showing the memo/Description field

Hi @cmini,

 

I'd love to assist you further with this issue about your reports in QuickBooks Online (QBO). 

 

There are a few things I need to know about this situation:

  • Does the issue happen on a specific report? 
  • Does it happen on a specific type of transaction?

At this time, what I can suggest is for you to open your browser's private window. This isolates cache, which is the common cause of unusual behaviors in browsers.

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

If that works, go back to your regular browser and clear its cache. Otherwise, open an alternate browser that's available for you. 

 

You also have the option to contact our Technical Support team for assistance. They can investigate the issue you stated above, and then provide a resolution for you. 

 

See this article for the steps: QuickBooks Online Support. Please take note of their support hours, so you know when they're available. 

 

Tag me in a post below if you have other questions about reports in your QBO company. I'll be around to help you out. 

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