Let's run the Profit and Loss by Tag Group report to view the totals, SimplyWonderful.
You can also customize the report to show specific details. I'll guide you how.
- Go to the Reports menu.
- Type in Profit and Loss by Tag Group in the search box.
- Click the Customize button.
- Choose the correct dates on the Report period field.
- Under the Columns drop-down menu, choose the correct group name.
- Select Filter, then choose the group name under Tags.
- Click on Run Report.
- After that, click the amount under the group name to view the totals.
Once done customizing, you can memorize the report in QuickBooks Online. This helps you to save the current customized settings. Then, set a schedule and email information for the memorized report.
I'll be glad to help you again if you have more questions about running reports. Just add the details in the comment section.
