Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
LIMITED TIME 90% OFF QuickBooks for 3 months*
Buy nowI am trying to run a report to find the transactions that I haven't tagged in QuickBooks Online. I can't see a way to filter the transactions or add a column on the transaction report. I know there are many missing because when I run a P&L vs a P&L by Group/Tag my expenses are off by $100k, so there is 100k worth that I haven't tagged.
Any help would be great! I'm not opposed to using classes however I have spent a ridiculous amount of time tagging the transactions because it looked like it would be more dynamic than classes.
Help please!
Hello there, @Leann Martin.
Thanks for visiting the Community today. You can run the Transaction List by Tag Group report with the Group by option set to None.
While you're on the report window, follow these steps below:
Check out this article for more personalizing report ideas: Customize reports in QuickBooks Online.
Feel free to add your comment below if you need further assistance. I'll keep my notifications open. Take Care!
this doesn't show up in my report....has it changed? I can't seem to run any report to show untagged transactions .
It's great to see you joining in on this thread, sep32. Tracking untagged entries is important to see which transactions are added to your data. I'm here to provide information to help you run the report you need.
You may consider running the Transaction List by Customer report to review all untagged transactions. This will enable the data entered on your account to show when pulling up the record. To do this:
In addition to that, you can review and see all untagged transactions from the Tags section under the Gear icon. Refer to these steps to track these entries:
Furthermore, I've included this reference that may help you memorize the customization applied to your reports: Memorize reports in QuickBooks Online.
This will now provide you with the information you need when tracking untagged transactions in your online data. Just let me know in the comments below and I'll be sure to help you further. Keep safe and have a good one!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here