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March 24, 2025
Question

I can't see the option "Migrate tags to custom fields"

  • March 24, 2025
  • 1 reply
  • 0 views

I received the notification that we need to migrate from tags to custom fields but, on the Tags page, I can't see the option "Migrate tags to custom fields" as indicated in the article "Migrate tags to custom fields in QuickBooks Online"
Am I the only one ? What should I do to migrate to custom fields anyway ?

 

Thank you !

1 reply

March 24, 2025

Thanks for adhering to our article's instructions, Lisa. I assure you that you can move the tags to your custom fields. I'm here to guide you through the necessary steps and troubleshooting to address the issue effectively.
 

Within QuickBooks Online (QBO), transferring your tags to the custom fields can be done through the Migrate tags to custom fields feature on the Tags page. Below is a visual guide for you to refer to:


 

Since you're not seeing it on your end, let's go through some browser troubleshooting steps to solve any loading and ensure the most recent data is visible. Start by opening an incognito or private browsing session with these keyboard shortcuts:
 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
     

Next, check if the Migrate tags to custom fields feature is visible. If it's there, return to your default browser and clear its cache to clear any cookies involving web page performance. You can also use other QuickBooks-supported browsers. If you require further guidelines for the tag migration process, you can always visit this link.
 

In addition, you can use this material that tackles customizing fields for invoices, sales receipts, and other forms in QBO, allowing you to add custom data and enhance reports with detailed insights: Add custom fields to sales forms and purchase orders in QuickBooks Online.
 

Update me on your progress after you've followed the steps provided. I aim to ensure the tag migration issue is fixed for you. I'll be here waiting for your response.