Let me share information about exporting Transactions by Tag to Excel in QuickBooks Online (QBO), Tatiana.
Currently, there isn't a direct way to export Transactions by Tag to Excel. As a workaround, you can use an external converter tool to convert PDF to Excel.
We see the convenience of having this feature to streamline the process of exporting your lists of transactions grouped by tags. Let me make it up to you by helping you relay your valuable suggestion to our software engineers. This way, they can review your feedback and may consider adding this functionality to our upcoming product updates.
To do that:
- Go to the Gear icon.
- Select Feedback.
- Enter your suggestion, then Next.
Additionally, tags are designed to track details at a transactional level. If you need to categorize your transactions by departments or other segments, you may consider using classes.
You're always free to return to the Community forum if you need a hand with exporting. We'll always be around to offer assistance. Have a nice day ahead.
