Tags Replacement for Bank Transactions

I appreciate your quick wit in utilizing a custom field in place of tags, KAC 7. Let's discuss this further in detail and explore how this can further benefit you. 

Starting May 16, 2025, the ability to create tags for reporting will be discontinued. As an alternative, you can use the custom field feature. There will be an option to migrate tags to custom fields, saving you the effort of manually converting each tag. 

Here's how:
 

1. Go to Settings ⛭, and click Tags.
2. On the tags page, select Migrate tags to custom fields.
3. Up to 100 tags will be automatically imported and all transaction forms will be selected by default. Be sure to check the selections and make any adjustments as needed.
4. To add any additional tags, you can manually enter them into a custom field.
5. Select Save.
   
   

On the other hand, custom fields are unavailable for bank transactions, however, you can add them to your sales and expense transactions.

For your future reference, you can check this article on how to: run and save a monthly expense report by vendor to track expenses and manage your finances.

Notify us by revisiting this thread if you have additional inquiries about adding custom fields to your sales and expense forms in QuickBooks Online. Have a great day.