Playing Taps for Tags
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.
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
- (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
- (21:38) - Understanding Tag Association with Customers and Vendors
- (22:06) - Testing Tag Visibility in Transactions and Multiple Tags
- (23:25) - Running Reports on Tags Before Migration
- (25:02) - Limitations of Custom Fields in Profit and Loss Reports
- (27:37) - Reports That Support Custom Fields
- (30:55) - Custom Fields in API and Spreadsheet Sync
- (34:17) - Future Enhancements and Roadmap for Custom Fields
- (34:45) - Tags vs. Classes: A Detailed Comparison
- (39:40) - Final Thoughts on Tags and Migration Support
- (41:32) - Upcoming Classes and Contact Information
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Intuit’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_US
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 afterwards
http://royl.ws/QB-Payments-Course
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
