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I had previously been able to create a report called "transaction list by tag group". This report no longer appears as an option on the report page and there is no customizable report option to create it on my own. Is this report no longer available to Quickbooks online simple start users?
Currently, there isn't a Transaction List by Tag Group report in all QuickBooks Online versions, NCPC513.
You can go to the Banking page and run a report for tag groups. From there, you'll be able to see the type of report QuickBooks prepares for you.
Here's how:
To see what other reports are available for the version of your QuickBooks, check out this link: Reports included in your QuickBooks Online subscription.
I've also added this article: What are tags and why should I use them?. It helps find out how tags and groups can give you better insights from QuickBooks Online.
Keep me posted if you have additional questions about the Transaction List by Tag Group Report. Just leave a comment below, and I'll get back to you.
I'm trying to utilize tags but since there are only 2 reports that display them & they're disjointed, with neither offering detailed reporting, they're pretty useless. I know bills go to AP so listing that is absolutely useless. What I need is to see what account the expense was allocated to but it just shows "split" if there were multiple line items for a bill. Useless. Why can't we see tags in the GL report or other reports as well? It's not much of an added tool if its use is so very limited. I tried to click on feedback both in the online version of QBO & in the QBO app & it doesn't work in either.
Once you separate the transactions, it shows in the report as split on the reports section, @macbooks. I'll lay out some details and a workaround to view the expense accounts in QuickBooks Online.
To see the detailed information for the specific transaction, we can click the "split" to route you to the next page. The page contains all the data on where payment comes from.
I also understand you require more functions of the on the reports tab. We can submit feedback again to our product developer. This way, they'll see your suggestion and consider adding it to the next program update.
Follow the steps below:
Our Product Development team receives your thoughtful comments (QBO) through the feature request tracker QuickBooks Online Feature Requests website.
If you have any other queries regarding the Transaction List by Tag Group Report, please let me know in the comment below, and I'll respond.
Hi there. Thanks for your reply. Clicking on split for a year's worth or a quarter's worth of transactions to get to the detail for all of those transactions is not reasonable.
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