{"id":78923,"date":"2025-02-10T01:35:46","date_gmt":"2025-02-10T01:35:46","guid":{"rendered":"https:\/\/peraltafinancing.com\/accounting\/qbo-tags-will-no-longer-be-supported-and-the-change-hits-during-tax-season\/"},"modified":"2025-02-10T01:35:46","modified_gmt":"2025-02-10T01:35:46","slug":"qbo-tags-will-no-longer-be-supported-and-the-change-hits-during-tax-season","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=78923","title":{"rendered":"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season"},"content":{"rendered":"


\n<\/p>\n

\n
\"\"<\/a><\/figure>\n

Did everyone get the memo? QuickBooks Online will no longer support tags, and they\u2019re making the change one week before the S-Corp and Partnership tax deadline.<\/strong><\/p>\n

While I appreciate the need for this kind of decision, I encourage Intuit to reconsider the timing of big changes so that they come between May and November. It\u2019s not just tax pros that struggle with \u201cbusy season\u201d\u2026 it\u2019s also bookkeepers and CAS practices that have to tie out the annual financial statements in QBO to effectively hand off the books to tax pros \u2014 which y\u2019all know is my passion when teaching and in our \u2018Ask a CPA\u2019<\/a> subscription.<\/p>\n

As for the specifics \u2014 they are adding an additional custom field to most plans and are creating a tool to facilitate the migration from tags to this new custom field.<\/p>\n

\"\"<\/a><\/figure>\n

More from the announcement here \u2014<\/p>\n

What action do I need to take?<\/strong>
In February 2025, you and your clients will have the option to migrate all tags to a custom field. Watch for an email from the QuickBooks team in the first week of February. You and your clients will get access to a tool to facilitate the migration. However, you can also input the values, e.g. tags, into the custom field by hand or not transfer the tags at all, if you prefer. Additionally, be sure to download any tags reports so you have them for your records.<\/em><\/p>\n

What deadlines should I be aware of if my clients are currently using Tags?<\/strong>
\u2013 Week of February 3, 2025 \u2013 Both you and your clients will receive an email notification. It will include a link to a tags \u2192 custom field migration tool and a how-to FAQ.
\u2013 March 8 \u2013 April 30, 2025 \u2013 You and your clients will have read-only access to existing tags, whereby you can view and generate reports for tagged transactions for your records.
\u2013 All Tags UI will be removed after May 1, 2025. You will no longer be able to run reports for tagged transactions.<\/em><\/p>\n

A lot of people got really mad on social media when I posted about this, saying that it was a really useful feature and skewering Intuit for taking it away\u2026 but in reality, from a corporate standpoint, anyway \u2014 not enough folks are using it, partially because it\u2019s underdeveloped and kind of buggy, and the reporting usage isn\u2019t robust. As my friend Margie Remmers-Davis<\/a> said, \u201ceither flesh this feature out or let it go\u201d. So, personally \u2014 I\u2019m actually on-board with it. EXCEPT for the lousy timing. Increasing the number of custom fields in the three lowest levels of subscription and creating a way to migrate from tags to the new custom field is a good way to facilitate this transition \u2014 but it\u2019s going to take work to implement this, and we just don\u2019t have time in Feb\/March to make that happen. Beyond that, it\u2019s been pointed out by other colleagues that changing reporting mid-year is really challenging, and that this should have been timed to coincide with next January 1st.<\/p>\n

The always-amazing Alicia Katz-Pollock<\/a> had this to say about it in the QB Power Users Community<\/a>:<\/p>\n

\"\"<\/a><\/figure>\n

The rest of the comments on this particular post are truly worth reading, in my opinion, as you can get some good insight as to how the folks who do<\/em><\/strong> depend on tags are using them \u2014 for example, Dena Martin<\/a> and Megan Tarnow<\/a> talked about why they use them for event-tracking for non-profits, so they don\u2019t muck up the financial statements \u2014 and what workarounds they\u2019re considering. Custom fields are not likely to handle this well. Projects may, but that\u2019s a lot of work to set up and maintain.<\/p>\n

There are also folks who are going to be severely limited by the fact that only one custom field is being added. Comparatively, QBO Essentials allotted unlimited tags and 40 tag groups. The new arrangement takes it down to only four custom fields. Several clients are going to be forced to a Plus subscription to use classes \u2014 or in some cases, come up with an external workaround. It was pointed out that QBO Advanced clients who are already using classes for other purposes and were using Tags as well are out of luck if using Projects won\u2019t solve the issue. Each client is different, so if you\u2019re a bookkeeper or accountant with clients in this situation, please hit that Feedback button in QBOA and let them know your concerns. And if you aren\u2019t already following the thread I mentioned above on Facebook\u2026 it\u2019s definitely worth your time.<\/p>\n

Ah, QuickBooks \u2014 you giveth and you taketh away. Merry Christmas and Happy Hanukkah!<\/p>\n

\n
\n
\n
\n
\"\"<\/a><\/figure>\n<\/div>\n

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider\u00a0contributing to my tip jar<\/a>. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.<\/em><\/p>\n<\/div>\n<\/div><\/div>\n\n","protected":false},"excerpt":{"rendered":"

Did everyone get the memo? QuickBooks Online will no longer support tags, and they\u2019re making the change one week before the S-Corp and Partnership tax deadline. While I appreciate the need for this kind of decision, I encourage Intuit to reconsider the timing of big changes so that they come between May and November. It\u2019s […]<\/p>\n","protected":false},"author":1,"featured_media":78924,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11759],"tags":[7001,15047,6443,24910,1298,39918,1725,7356],"dealstore":[],"offerexpiration":[],"class_list":["post-78923","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounting","tag-change","tag-hits","tag-longer","tag-qbo","tag-season","tag-supported","tag-tags","tag-tax"],"yoast_head":"\nQBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=78923\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Did everyone get the memo? QuickBooks Online will no longer support tags, and they\u2019re making the change one week before the S-Corp and Partnership tax deadline. While I appreciate the need for this kind of decision, I encourage Intuit to reconsider the timing of big changes so that they come between May and November. It\u2019s […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=78923\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-10T01:35:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"474\" \/>\n\t<meta property=\"og:image:height\" content=\"484\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=78923#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=78923\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season\",\"datePublished\":\"2025-02-10T01:35:46+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=78923\"},\"wordCount\":839,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=78923#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png\",\"keywords\":[\"Change\",\"Hits\",\"Longer\",\"QBO\",\"Season\",\"Supported\",\"TAGS\",\"tax\"],\"articleSection\":[\"Accounting\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=78923#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=78923\",\"url\":\"https:\/\/fivemor.com\/?p=78923\",\"name\":\"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season - Som2ny Network\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=78923#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=78923#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png\",\"datePublished\":\"2025-02-10T01:35:46+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/fivemor.com\/?p=78923#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fivemor.com\/?p=78923\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/?p=78923#primaryimage\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png\",\"width\":474,\"height\":484},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fivemor.com\/?p=78923#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fivemor.com\/?bp_activities=1\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/fivemor.com\/#website\",\"url\":\"https:\/\/fivemor.com\/\",\"name\":\"Som2ny Network\",\"description\":\"Daily Deals\",\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/fivemor.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/fivemor.com\/#organization\",\"name\":\"Som2ny Network\",\"url\":\"https:\/\/fivemor.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"width\":300,\"height\":86,\"caption\":\"Som2ny Network\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"caption\":\"admin\"},\"sameAs\":[\"https:\/\/fivemor.com\"],\"url\":\"https:\/\/fivemor.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season - Som2ny Network","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/fivemor.com\/?p=78923","og_locale":"en_US","og_type":"article","og_title":"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season - Som2ny Network","og_description":"Did everyone get the memo? QuickBooks Online will no longer support tags, and they\u2019re making the change one week before the S-Corp and Partnership tax deadline. While I appreciate the need for this kind of decision, I encourage Intuit to reconsider the timing of big changes so that they come between May and November. It\u2019s […]","og_url":"https:\/\/fivemor.com\/?p=78923","og_site_name":"Som2ny Network","article_published_time":"2025-02-10T01:35:46+00:00","og_image":[{"width":474,"height":484,"url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png","type":"image\/png"}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/fivemor.com\/?p=78923#article","isPartOf":{"@id":"https:\/\/fivemor.com\/?p=78923"},"author":{"name":"admin","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371"},"headline":"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season","datePublished":"2025-02-10T01:35:46+00:00","mainEntityOfPage":{"@id":"https:\/\/fivemor.com\/?p=78923"},"wordCount":839,"commentCount":0,"publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"image":{"@id":"https:\/\/fivemor.com\/?p=78923#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png","keywords":["Change","Hits","Longer","QBO","Season","Supported","TAGS","tax"],"articleSection":["Accounting"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/fivemor.com\/?p=78923#respond"]}]},{"@type":"WebPage","@id":"https:\/\/fivemor.com\/?p=78923","url":"https:\/\/fivemor.com\/?p=78923","name":"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season - Som2ny Network","isPartOf":{"@id":"https:\/\/fivemor.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/fivemor.com\/?p=78923#primaryimage"},"image":{"@id":"https:\/\/fivemor.com\/?p=78923#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png","datePublished":"2025-02-10T01:35:46+00:00","breadcrumb":{"@id":"https:\/\/fivemor.com\/?p=78923#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/fivemor.com\/?p=78923"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/?p=78923#primaryimage","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/1739151347_image-2.png","width":474,"height":484},{"@type":"BreadcrumbList","@id":"https:\/\/fivemor.com\/?p=78923#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/fivemor.com\/?bp_activities=1"},{"@type":"ListItem","position":2,"name":"QBO Tags Will No Longer Be Supported \u2014 And The Change Hits During Tax Season"}]},{"@type":"WebSite","@id":"https:\/\/fivemor.com\/#website","url":"https:\/\/fivemor.com\/","name":"Som2ny Network","description":"Daily Deals","publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/fivemor.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/fivemor.com\/#organization","name":"Som2ny Network","url":"https:\/\/fivemor.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","width":300,"height":86,"caption":"Som2ny Network"},"image":{"@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","caption":"admin"},"sameAs":["https:\/\/fivemor.com"],"url":"https:\/\/fivemor.com\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/78923","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=78923"}],"version-history":[{"count":0,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/78923\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/media\/78924"}],"wp:attachment":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=78923"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=78923"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=78923"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdealstore&post=78923"},{"taxonomy":"offerexpiration","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fofferexpiration&post=78923"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}