About this episode
A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible workarounds and opportunities for improvement. Sponsors Bluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settle TeamUp - https://uqb.promo/teamup (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:44) - Official Announcement: Tags Discontinued (03:45) - History and Evolution of Tags (05:03) - Benefits and Limitations of Tags (08:29) - Potential Transition to Custom Fields (14:12) - What Will Happen to Tag Users (24:39) - Reporting and API Implications (29:58) - Migration of Tag Data: Key Questions (33:59) - Timing Concerns: Why During Tax Season? (36:55) - Potential Issues with Custom Fields in Bank Feeds (43:24) - Upcoming Events and Announcements (48:57) - Farewell and Future Plans for the Podcast Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com Links/Apps Mentioned in this episode: Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099 Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend Reframe 2025 Conference https://reframe2025.com/ Hector’s RightTool: http://righttool.app Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding