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dritcheyretired
June 5, 2025
Question

I can no longer find tags in the settings menu. How can I migrate tags to custom fields?

  • June 5, 2025
  • 1 reply
  • 14 views
No text available

1 reply

E
Erika_KQuickBooks Team
QuickBooks Team
June 5, 2025

The deadline to migrate your tags to custom fields was May 15, 2025, dritchey.

 

As the deadline has passed, you'll need to convert your tags to custom fields manually. Please also note that the tags option has been moved to the All lists menu. To view and enter your tags, click on All lists under the Lists column and select Tags.

 

Here's an article about the capabilities and limitations of custom fields: Overview of custom fields capabilities in QuickBooks Online.

 

You can also consider exploring the Class and Location tracking function. These functionalities are available in both QuickBooks Online Plus and Advanced versions. The class tracking feature allows you to monitor and track your transactions. Meanwhile, location tracking helps you categorize your data from different sites, offices, regions, or branches under the same company.

 

I'll include these resources you can explore to maximize the benefits of your financial reports:

 

 

As always, the Community and I are available 24/7 to answer any questions you have about tracking transactions and reports.

D
dritcheyretiredAuthor
June 8, 2025

Thanks so much for your response. My own fault that I missed deadline to migrate, we are a small all-volunteer nonprofit and I don't get on QB that often. I will start converting the tags using your guidance.

Again, thanks for the help,
[PII Removed]

MsNorthPND1881
MsNorthPND1881QuickBooks Team
QuickBooks Team
June 8, 2025

Thank you for returning, @dritcheyretired. It’s wonderful to hear that you are beginning the conversion process to meet the migration deadline.

 

I'm glad to know that my colleague, @Erika_K, has successfully addressed your concerns regarding the migration of tags to custom fields. Ensuring that your tags are accurate is an important step in migrating effectively.

 

To stay informed about migrating tags or any QBO-related inquiries, please stay tuned. We are here to assist you whenever you need help.

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