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mybqboa
Level 1
posted
‎December 01, 2023 02:39 PM
last updated ‎December 01, 2023 2:39 PM

Can I run a profit and loss by tag?

I can assign tags to income and expenses, but I can't figure out how to run a report by tag.  
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1 Comment 1
DebSheenD
QuickBooks Team
QuickBooks Team
‎December 01, 2023 04:26 PM

Can I run a profit and loss by tag?

Hello, @mybqboa. I'd be happy to share some information on how to check your profitability in QuickBooks Online (QBO).

 

Yes, we can run the Profit and Loss by Tag Group. It'll show you tagged transactions (income and expenses) listed by tag group.

 

Here's how to run the report: 

 

  1. Go to the Report menu.
  2. In the search box, enter Profit and Loss by Tag Group.
  3. Click the Customize button to modify it.
  4. Click the Run report button to view the changes.


Additionally, you can check this article about running and adding filters to your report to get all the information that you need: Customise reports in QuickBooks Online. 

 

You can also check out this article for detailed guidance about assigning classes to transactions to represent meaningful segments in your company: Track your transactions by class. 

 

Please let me know if you have any other concerns when running reports. The Community is always here to ensure everything is covered, @mybqboa. Have a great day!

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