Tags - nothing showing in my reports

I'll make sure your financial reports are showing all the information you need, @CHMM.

I can see the importance of reviewing the Profit and Loss (P&L) report to show the exact financial status of your business to the company's board members. The Tagging feature, lets you get deeper insights as to how your business is doing. With this, you can perform some troubleshooting steps to isolate this unusual behavior of the system. There are times that the browser is full of frequently accessed pages, you can first log into your QuickBooks Online (QBO) account using a private browser to isolate the issue. Here's how:

• Press Ctrl + Shift + N (Google Chrome)
• Ctrl + Shift + P (Firefox or Internet Explorer)
• Control + Option + P (Safari)

Once signed in, go to the Gear icon or Banking menu, then select Tags to pull up the P&L report for your group. Then, make sure to filter the correct date in the Report period field. If the tag transactions show in your report, return to your regular browser and clear its cache and cookies. This will remove older data that causes viewing and performance issues. If the issue persists, I'd recommend pulling your group tag reports using other supported browsers.

In case you want to edit tags and groups, you can refer to this article's Next steps section for the step-by-step guide: Tag transactions in QuickBooks Online.

I'm also adding these articles to  learn more on how to use tags and groups to get a better insights from QBO:

• What are tags and why should I use them?

• Why you should group your tags?

Please let me know how it goes. You can always comment below if you have other concerns or follow-up inquiries about the tagging feature and group reports in QBO. I'm just around to help. Take care always.

Hi Rea Im so grateful for your assistance 

Unfortunately I did exactly as you suggested - opened a new browser window signed in and still the same. 

I should add that I am using Google chrome which from what I was told was the best browser for QBO

Let me route this concern to the best support group that can help you further, @CHMM.

I appreciate you performing the troubleshooting steps given by my colleague above and sharing the result with a screenshot.

Since using a private or a different browser didn't fix the issue, I highly suggest contacting our Phone Support Team. This way, they can further investigate this matter and get this resolved from there. They can also create an investigation ticket if other users experiencing the same thing.

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk to a live agent. 

You might want to check out this article to learn more about the Tag feature: Tag transactions in QuickBooks Online.

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day ahead.

Thanks so much for your feedback and help - i did exactly as you said - it wasn't that easy as the computer kept trying to offer me solutions instead of providing me with the contact us  - i finally got it and QuickBooks has no available calf back or chat until Thursday  - i assume perhaps they are closed due to elections ? 

Unfortunately for me the need to have those tagged report is urgent because I need t give it to the cpa for our non profit to file form 990  - nay other ideas ?

Hello @CHMM,

I appreciate you for getting back to us here in the Community. Let me help you run the report so you can provide the data to your CPA.

Let's try to open the data through the Reports section to check if the same thing happens. Here's how:

1. On the left navigation bar, click Reports.
2. Scroll down and select Transaction List by Tag Group below Sales and customers.
3. Choose the date range.
4. Hit Run report. 

The callback and chat option should be available within the support hours. Our Customer Support Team is available from 6 AM - 6 PM Pacific Time (Monday - Friday) and 6 AM - 3 PM Pacific Time (Saturday). 

For more information, as well as how to edit tags and tag group, I recommend the following article: Tag transactions in QuickBooks Online.

Leave a comment below if you have other concerns. The Community and I will be around to help you.

Thank you so much for your help, 

so the report the way you instructed worked - EXCEPT it just lists every transaction within that tag group. 

I need the P& L for that Tag group. because there are income and expense and then the profitability to consider. Any other ideas ? 

Thank you that worked  -  but we should be able to run the report directly form the tags section . You are a life saver - thank you so much !

In my version of QBO, "tags" is not an option in the Column drop down. How do I enable?

Hello, mc304. 

Yes, you have to turn on the tag to used and show it when you run reports. I'll show you how to do it:  

1. Go to Settings and select QuickBooks Labs. 
2. Look for the Tags feature and turn it on. Tap Done. 

After you've done enable the tag, you can create your tag groups. For more detailed insight about it, you may check out this article: Tag transactions in QuickBooks Online.  

Please click the Reply button below if you have any other issues or concerns, and I'll get back to you right away. I'm always here to assist. Have a wonderful day!

Hi @MarsStephanieL 

I tried following these same instructions for running a P&L report by tag group, but my problem is that none of my tag groups are appearing under the "columns" drop down menu. It only gives me the option to show "Ungrouped tags"

However, when I look in the "manage tags" page, I can see that I do indeed have many transactions tagged during this same time period. It's also worth noting that I don't actually have any ungrouped tags

These screenshots are from an incognito Google Chrome window.

Hello, devinitelybk.

Thanks for the screenshots, and I appreciate doing the incognito step in your end. I have news regarding the Profit and Loss by Tag Group report. 

Our users have reported an issue where they can't see any data when running the Profit and Loss by Tag Group report. Our engineers are working to fix this as soon as possible. 

I do have a couple of workarounds for you. First, you'll want to run the report directly from the Reports page instead of the "Tags" tab.

The issue seems to be coming from within the Tags page. Simply go to the Reports menu, then choose Profit and Loss by Tag Group under Business overview. 

Another workaround is to run a regular Profit and Loss report. You might want to compare the tagged transactions under the Tags tab and the report itself. 

While waiting for the fix, you can contact our support so they can add you to the list of affected users. When our engineers release an update, you'll be notified through email. Here's how: 

The new "Help" menu interface: 

1. Click the (?) Help icon.
2. Choose the Talk to a human option (then type it again when prompted).
3. When asked by the bot, type "Affected by report issue. Reference number: INV-51880."
4. Select I still need a human.
5. Proceed with Contact us.
6. Click Let’s talk then choose either Get a call or Start messaging. 

For the old "Help" menu:

1. Click the Help icon.
2. Hit the Contact Us button.
3. Type "Affected by report issue. Reference number: INV-51880" in the What can we help you with box.
4. Proceed with the Let's talk button.
5. Select either Start messaging or Get a call button.

Need help with reconciliation after running the report? Open this article for a guide how: Reconcile an account in QuickBooks Online.

If you need help with any other tasks, please click here for QuickBooks Online's general topics page. 

I appreciate your time and patience while we're working on fixing the issue. Let me know if you need help navigating in QuickBooks Online. I'd be glad to show you a thing or two. 

Were you able to get your report?  I also cannot run my P&L by tag or Transaction List by tag reports.  They had been customized and saved and were working last week, but cannot run them this week.

Hello, @sunny18.

The investigation mentioned above (INV-51880) about tags that are missing on QuickBooks Online (QBO) reports is still open. In most cases being able to open the Profit and Loss or Transaction List by tags, are also unavailable. Our engineers are now working to fix this as quickly as possible.

For now, you can reach out to our Support Team so a representative can add your account to the list of affected users. And, automatically receive email notification of the latest updates. To reach out support, you may follow the steps laid out by jamespaul above, or open this link for the instructions.

To get deeper insights about tag transactions in QBO, feel free to check out the details from these articles:

• Tag transactions in QuickBooks Online
• What are tags and why should I use them?

Also, here's an article you can read more about running and customizing reports: Run reports in QuickBooks Online.

Let me know if you have any other QuickBooks aside from tags and reports, by adding a comment below. I'm always here to help. Keep safe!

I am having the same problems.  I've got plenty of transactions "tagged" however when I try to run the report "P&L by Tags" , it only gives me option to choose Ungrouped Tags.  (same problem/screen as "devinitelybk" is having).  If this is a system problem, can you please advise when it will be fixed? 

Thank you

Hi KMCL, 

I understand that you need to run a profit and loss report by tags. The same as you, I also want this to get resolved. Our team is still investigating the cause of this error, and we're unable yet to give you a specific date when this will be fixed.

In the meantime, you'll want to perform the workaround suggested in this thread. Run a regular Profit and Loss report, then compare the tagged transactions under the Tags tab and the report itself.

Also, you'll want to reach out to our Customer Support Team. Any additional info from an affected account will help our product team find a resolution. Please follow the detailed steps shared above on how to reach out to them.

Keep on posting here if you have more concerns. I'll be here!

Has the QB team made any progress on this? I would like to be able to customize a Tags report (filter out certain tags and change title and note) and then save the report to use each month. After I save it and reopen it all the changes I made and saved are not there - it shows all tags again. 

Thank you for joining the thread and performing some steps to fix your issue, @dtheoharides.

The issue about customizing tags was recently reported and already closed. Since you're still getting unexpected behavior, let's perform some troubleshooting steps to get this fixed so you can get back to working order.

There are times that your browser stores frequently accessed data, thus causing websites, like QuickBooks Online (QBO), to act weirdly. Let's try logging in to your QBO account using a private or a different browser.

Here's how:

• Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox. 
• Press Command + Shift + N for Safari. 

Once done, try to run the report again and click the customization button and filter the necessary details. If this works, it means that you need to clear the browser's cache so the system can start fresh. 

 You can also do this task on other supported, up-to-date browsers like Google Chrome, Internet Explorer, or Mozilla Firefox. Clearing it will refresh the system, and you'll be able to work with clean trash.

For more information about tags and how it works, you can check out these articles: 

• Tag transactions in QuickBooks Online
• What are tags and why should I use them?

Also, to learn more about customizing and creating a custom report in QuickBooks, see the following articles below:

• How to Customize Reports: Basics, Sorting & Date Ranges
• How to create a custom summary report
• Reports included in your subscription

Should you need any further assistance, just let us know. We’re always here to help you out. Take care, @dtheoharides.

Hi. 

I set up the tags thinking I will be able to track expenses in more details. Sadly for some reason, my QBO do not show summary as per attached photo, neither there is no detailed tags report I can run or customise. I did all the steps that were suggested in this post and no luck. Talk to QB support lady - she couldn't solve my issue. Please help! otherwise tags are useless.

I would like to know why I dont have money-in, money-out summary in tags tab?

I'll want to make sure that you're able to set your tags to track your expenses in QuickBooks Online, @AnnaSroka.

I hear your sentiments and I appreciate the things you’ve done so far. Rest assured that I’ll make it up to you by sharing a couple of details on how to deal with your tag concern.

Since the tags are not working, you’ll want to consider using Class tracking. It can go into detail of your sales, expenses, or profitability of your business. You can also assign it per transaction or per line item.

We can start with enabling the class tracking from your Settings. I’ll show you how:

1. Go to the Gear icon and select Account and Settings.
2. Click Advanced, then go to Categories section to edit.
3. Tick the Track classes checkbox.
4. Under Assign classes, select One to entire transaction or One to each row in transaction.
5. Tap Save, then Done.

Kindly visit this article and proceed to Step 2. It includes the steps if you’ll want to turn on class tracking for Online Payroll.

Feel free to check out these articles for additional guidance and reference when working with classes in QBO:

• Create and manage classes in QuickBooks Online.
• Run reports by class.

Don't hesitate to visit us anytime you have questions or other concerns. I'll be around to assist you again. Keep safe and healthy always.

thank you. After all, it turned out I didn't have an Admin rights. It is all working now :)