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New Customers Only – Tag Field is no longer supported in QBO

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UPDATE: Originally the tag field was to be discontinued in March of 2025.  Intuit has revised this policy to new customers only.  Therefore, existing customers may continue using the Tag feature for the time being.

ORIGINAL ARTICLE:

Tags will no longer be supported after March 8, 2025.  To replace the Tag field in QBO as part of this change, there is an extra Custom Field instead.  On Essentials and Plus, the custom fields have been increased from 3 to 4.

Here are the details from the manufacturer:

What action do I need to take?
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. What deadlines should I be aware of if my clients are currently using Tags? 

  • Week of February 3, 2025 – Both you and your clients will receive an email notification.
    • It will include a link to a tags → custom field migration tool and a how-to FAQ.
  • March 8 – April 30, 2025 – 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.
  • All Tags UI will be removed after May 1, 2025. You will no longer be able to run reports for tagged transactions.