RIP Tags
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.
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
- (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
- (12:15) - What Will Happen to Tag Users
- (21:30) - Reporting and API Implications
- (26:49) - Migration of Tag Data: Key Questions
- (29:25) - Timing Concerns: Why During Tax Season?
- (32:21) - Potential Issues with Custom Fields in Bank Feeds
- (38:50) - Upcoming Events and Announcements
- (44:23) - Farewell and Future Plans for the Podcast
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.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
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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.
Host
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.