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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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QuickBooks Team
QuickBooks Team

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Let me guide you on how to access the Tag age in QuickBooks Online (QBO), kjcearns-askevin.

 

To get insights from tags, we'll need to go to the Account and Settings page and click the Tags under the Lists section. Here's how:

 

 

 

 

Then, you can run reports for tag groups to see how tagged transactions are performing. Let me show you how:

 

  1. Go to the Gear icon on the top menu. 
  2. Choose Tags (Take me there).
  3. Find a group on the list.
  4. Under the Action column, press Run report.

 

Since groups have both money-in and money-out transactions, you'll see how everything in the group affects your bottom line. To learn more about how to use tags and group tags to get deeper insights into your sales and expenses, check out this article: Tag transactions in QuickBooks Online.

 

We can also run the Transaction List by Tag Group report to view the tag details of your transactions. Here's how:

 

  1. Go to the Report menu.
  2. In the search box, enter Transaction List by Tag Group.
  3. Click the Customize button to modify it.
  4. Se the reporting date correctly.
  5. Click Run report to reflect the changes.

 

I'm leaving these articles. Each of them provides information about tags and customizing reports in QuickBooks:

 

 

If you have more concerns about QuickBooks, please don't hesitate to post them here. We always want to hear from you. Take care and have a good one. 

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