Reports with a Tag column

Good day, kball99. I'll help you run a report that shows all expenses with tags column.

To achieve your goal, you can run the Transaction List by Tag report. This report will provide you with a comprehensive overview of all your expenses within the specified date range (May 2023 to July 2023) along with the Tags column to indicate whether a tag was used for each expense.

Here's how you could do it:

1. Go to the Reports menu.
2. In the search field, search for Transaction List by Tag Group report.
3. Make sure to set the reporting date correctly.
4. In the Rows/Columns section, tick the Ungrouped tags box and other tag names you created.
   
5. Go to the Filter section and select appropriate transaction in the Transaction Type box.
6. Customize it according to your needs. 
7. Hit Run report.

Once the report is generated, you'll see a list of all your expenses within that time frame, including a Tags column that shows whether each expense has been properly tagged or not. This will help you ensure that all expenses have been appropriately categorized and that none have been missed.

I'm here to hep you review the report carefully and make any necessary adjustments to your expense tagging to ensure accurate tracking and reporting. Just let me know in the comment section. Take care and have a good one!

Hi Sarah Ann,

Thanks for your message. I followed your guidance. However, the report is separated by Tags. There is a Tag column but the report does not show expense which were not tagged. It only shows the expense that were tagged. Also, my Tag labels don't populate in the drop-down box like in your example. Please see attachments. Do you have any other advice regarding this? Thanks again for your help.

We're getting there, @kball99.

Thank you for adding a screenshot as you update us on the result of my colleague's suggestions. I'm here to provide detailed instructions to view the same drop-down box as the example above.

To get a detailed overview of how different areas of your business are performing, you can access the Transaction List by Tag Group report. It will show transactions you tag as invoices, expenses, and bills. That's why it will not display those expenses that aren't tagged.

Let's customize the report again to show all the Tag labels you can choose from. To start, follow the steps below:

1. Open the Transaction List by Tag Group report.
2. Select the reporting period from May 2023 to July 2023.
3. Press the Customize button at the top right.
4. In the Rows/Columns section, group by Ungrouped tags. 
5. Under the Select and reorder columns, scroll down to locate its other label. For example, Tag Group A.
6. Press Run report.

To learn more about using tags and group tags to get deeper insights into your sales and expenses, refer to this article: Tag transactions in QuickBooks Online.

I'm adding these resources to personalize and save their current customization:

• Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

This should auto-populate the tag labels you're looking for. If there are any other tasks you need help with, add them below. I'll get back to you as soon as I can. Have a wonderful weekend ahead.

This is excellent information. I still need a TAG column to be viewable in a standard Transaction Detail Report so that I can see which transactions need to be tagged without opening each one.

As kball suggested, the standard Transaction Detail Report needs a TAGS column so that I can see which transactions are not (and need to be) tagged. The Transaction List By Tag Group is helpful ONLY if the proper transactions are tagged.

I understand the importance of viewing a list of untagged transactions, zr.

As of now, the Transaction List by Tag Group report only shows the tagged entries. As a workaround, I recommend running the Profit and Loss by Tag Group report to view them. However, not all transactions will be shown in this report. I'll show you how:

1. Go to Reports. 
2. Search Profit and Loss by Tag Group report.
3. Click Customize.
4. Under Columns, click Total Only.
5. On the Filter menu, select Tags.
6. For the Tags menu, choose Not Specified.
   
   
7. Select Run Report.

I can see how the functionality to generate this type of report would be beneficial to your business. I recommend sending a feature request directly to our Product Development team. Doing so helps us improve your experience and the features of the program. Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.
   
   

Additionally, I've added these resources that'll help you modify your reports and save them for future use: 

• Customize Reports in QuickBooks Online
• Memorize Reports in QuickBooks Online

Don't hesitate to post again if you have other questions or concerns with QuickBooks generating reports. I'll keep this thread open so we can assist you.

Not sure if they've made a change since it's been a year, but if you change the "Group By" to "None" instead of "Ungrouped Tags", it will show both Tagged and non-tagged line items, so you can make sure all have been tagged appropriately. Hope this helps!

Thank you for this information.  I still don't see the tag attribute in the list of transactions so you can easily tag items that was missed.  Do we still have to go into each transaction in order to check a tag?  Thanks

Let me chime into this conversation to help you find the untagged transactions in QuickBooks Online (QBO) so you can tag them easily, L-T.

You don’t need to open each transaction to check for untagged transactions. You can locate them in the Tags section by opening the See all untagged transactions window. Let me guide you through the steps.

Here's how:

1. Go to Settings, then click Tags.
   
   
2. Hit the See all untagged transactions button.
3. From there, you can check all the transactions with missing tags.
   
   

Additionally, you can also use the Filter to sort transactions by Type, Date, and Contact.

Moreover, I've added this article in case you need more resources when creating custom reports: Customize reports in QuickBooks Online using modern view.

Don't hesitate to reply in this thread if you need help managing your tags and reports in QuickBooks. We're always here to lend a helping hand.

Hi there

I've tried following your instructions, but there is no "Transaction List by Tag Group" in the search.

Could you assist?

Thank you so much for your prompt response, Toni. I appreciate your swift engagement on this matter. I'd like to provide more detailed information about the transaction list by tag report.

Before we proceed, could you please let me know which QBO region you are currently using? The report is only available for US-based regions and will not be accessible in other regions, even if tags are attached to your transactions.

Alternatively, you can follow the steps provided by my colleague GenmarieM above.

Furthermore, I'd like to share this article with you to help you generate your reports using modern templates in QBO.

Please feel free to reach out if you have any further questions or need additional support with your reports. The Community is available 24/7 to help.

Late to the party but I'm thinking there is no "Transaction List by Tag" option because you (and I) only have the starter version of QB online.

Correct me if I'm wrong.