EPISODE · Apr 3, 2025 · 42 MIN
Playing Taps for Tags
from Unofficial QuickBooks Accountants Podcast · host Alicia Katz Pollock, MAT
Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - The End of QuickBooks Tags (01:48) - Creative Uses of Tags (04:32) - Migration Timelines and Steps (08:05) - Changes to Custom Fields (12:07) - Migration Process Explained (20:18) - Understanding Tag Association with Customers and Vendors (20:46) - Testing Tag Visibility in Transactions and Multiple Tags (22:05) - Running Reports on Tags Before Migration (23:42) - Limitations of Custom Fields in Profit and Loss Reports (26:17) - Reports That Support Custom Fields (29:35) - Custom Fields in API and Spreadsheet Sync (32:57) - Future Enhancements and Roadmap for Custom Fields (33:25) - Tags vs. Classes: A Detailed Comparison (38:20) - Final Thoughts on Tags and Migration Support (40:12) - Upcoming Classes and Contact Information Send your Questions/Comments (we could read/answer them on air) [email protected]’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_USDan’s LinksQB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Alicia’s Links“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907“QuickBooks Payments” class: Live webinar April 22, recording available afterwardshttp://royl.ws/QB-Payments-CourseSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
What this episode covers
Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:49) - The End of QuickBooks Tags (01:48) - Creative Uses of Tags (04:32) - Migration Timelines and Steps (08:05) - Changes to Custom Fields (12:07) - Migration Process Explained (20:18) - Understanding Tag Association with Customers and Vendors (20:46) - Testing Tag Visibility in Transactions and Multiple Tags (22:05) - Running Reports on Tags Before Migration (23:42) - Limitations of Custom Fields in Profit and Loss Reports (26:17) - Reports That Support Custom Fields (29:35) - Custom Fields in API and Spreadsheet Sync (32:57) - Future Enhancements and Roadmap for Custom Fields (33:25) - Tags vs. Classes: A Detailed Comparison (38:20) - Final Thoughts on Tags and Migration Support (40:12) - Upcoming Classes and Contact Information Send your Questions/Comments (we could read/answer them on air) [email protected]’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_USDan’s LinksQB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Alicia’s Links“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907“QuickBooks Payments” class: Live webinar April 22, recording available afterwardshttp://royl.ws/QB-Payments-CourseSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
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Playing Taps for Tags
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