Regarding the discontinuation of 'tags' and the migration of 'custom fields' - how do we update all the historical transaction tags into the custom fields?

We can manually open those historical transactions with tags and update them into custom fields, Sonia. I'd be happy to walk you through the process.

Starting May 16, 2025, tags will become read-only, and no new tags can be created. From May 16, 2025, to May 15, 2028, you can still view tags and generate reports for historical transactions.

After May 15, 2028, tags will be permanently removed from QuickBooks Online and no longer appear in historical transactions or reports.

To start, please migrate the tags to custom fields. Once done, you can follow these steps to update transactions with tags:

1. Go to the Gear icon, then select Tags.
2. Choose a Tag, then click Transactions.
3. Click a Transaction to open it.
4. Locate the Custom Field section and choose a custom field.
5. You can also choose to remove the tag since you can no longer use this.
   Note: Ensure to download and save reports for historical tags to retain the information before updating it into custom fields.

I'm adding these screenshots for visual reference:

To learn more about the upcoming tags changes, please refer to this article: Migrate tags to custom fields in QuickBooks Online.

Additionally, you can check this article to learn about adding custom fields: Add custom fields to sales forms and purchase orders in QuickBooks Online.

These are the key changes regarding the discontinuation of tags. If you have any other concerns about updating historical transactions in QuickBooks, just let me know in the comment section.