Hello, edenwillow.
QuickBooks Online (QBO) has a variety of reports that you can run and customize. One of them are the Transaction List by Tag Group or the Profit and Loss by Tag Group. With a little Customization to fit your needs.
- Go to the Reports menu.
- Enter the Transaction List by Tag Group in the text box.
- Set the reports Date range.
- Click Customize.
- From the Rows/Columns Group by drop-down, select Ungrouped tags.
- From the Filter mark check the Customer.
- Press the Run Report.
After you've done customizing the report, you may also memorize it so that you can use the selections you've chosen in the future.
I'm also adding these articles to learn more on how to use tags and groups to get a better insights from QBO:
Visit us here again if you have other questions in managing your reports. I'm always here to help. Stays safe!
