I can assist you in customizing expenses and bills when running the Transaction List by Tag Group report in QuickBooks Online.
To get started, please be reminded that if the expenses and bills share the same tags, QuickBooks Online will calculate their total. Since your report includes debits and credits, you can uncheck them and keep the expenses and bills visible. Here's how:
- Open the Transaction List by Tag Group report and click Customize.
- Set the required date range in the Report period.
- In the Rows/Columns section, uncheck Debit and Credit.
- Proceed to the Filter section, and put a check on the Expenses and Bills in the Transaction Type dropdown.
- Finally, click Run report.
If the tags differ for expenses and bills, you can export the report data to a spreadsheet and perform the necessary calculations there to ensure the correct total is obtained.
I'm adding these resources to personalize and save their current customization:
If you have further questions about the customization in QBO, feel free to comment, and we'll be right here to help.
