Tag Reporting through Trial Balance

sbrewer3008 · ‎April 11, 2022

I am attempting to do a drill through report rendering of a tag group from the trial balance. Previously, I could pull up a trial balance, double click on the account I wanted to render a Transaction Report. I could then go to the drop down under Group By --> select the group I wanted to sort the transaction report by --> Click Run Report and the report would render. Now I get a dialogue box error message that reads: "Something went wrong. We are working on it." and a radio button that reads "OK". I called on April 7th at 1:04 CST and received an open case # and was told I would have an answer/resolution within 24/48 hours. It is Monday, 4/11/22 @ 12:45 CST and I still have had no phone call back. Anyone know what is going on or how I can get the report to render from the Transaction Report drilldown from the Trial Balance?

MaryLandT · ‎April 11, 2022

I want to make sure you'll receive updates about the case you've received, sbrewer3008.

Since I'm unable to pull up an account here in the Community Forum, I recommend contacting our QuickBooks Live Support Team. That way, they can retrieve your case number and provide updates about the status of the issue.

Here's how to get in touch with them.

Sign in to your QuickBooks Online company.
Click Help (?).
Select Contact Us.
Choose Start a chat or Get a callback from the next available expert.

You can also call them through the phone number provided in this article: QuickBooks Online Support.

I'm adding these articles to help manage your reports and using Tags in QuickBooks.

Let me know if there's anything else you need about your report issue. I'll be right here whenever you have additional concerns.

sbrewer3008 · ‎April 11, 2022

Thank you! I did call and the case # I had was blank and had not been properly escalated. No on to round #2 or case #2 and a new 24 to 48 hours. The customer support individual was able to see my issue and had no solutions for me. It is something that changed within QBO between March and April 2022.

ChristineJoieR · ‎April 11, 2022

Thank you for bringing this to our attention, @sbrewer3008. I'm here to help you with your problem concerning the financial reports in QuickBooks Online.

First, thank you for taking the time and effort to get this far. I can mark this post as read and have our specialist look at this. They will contact you via private message. We'll be able to decide the best course of action and assist you with your issue this way.

sbrewer3008 · ‎April 13, 2022

The linkage to articles on how to run a report in QBO did not solve my issue. I am working with the investigations team to restore functionality that is no longer allowing grouping by tag groups in drill down transaction detail reporting.

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Tag Reporting through Trial Balance