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March 19, 2025
Question

trying to migrate tabs to custom field but I can't find the "migrate tags" button... anyone have an answer? Maybe its not installed yet?

  • March 19, 2025
  • 3 replies
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Original commenter did not share additional details

3 replies

MsNorthPND18
March 19, 2025

It looks like you're experiencing a browser issue with your QuickBooks Online (QBO) account, Witsen100. I'll provide you a troubleshooting steps that will help you in successfully customizing your transaction reports.

 

Before you proceed with troubleshooting, please note that starting May 16, 2025, creating tags for reporting in QBO will be discontinued. You will be able to migrate existing tags to a custom field for tracking and reporting.

 

To address your current issue, I recommend opening a private browser window to reconnect your account. This will help us determine if the problem is related to your browser. Here's how:

 

  • Google Chrome, press CTRL  Shift N
  • Mozilla Firefox: press CTRL  Shift P
  • Internet Explorer: Press CTRL  Shift P
  • Safari: press Command Shift N

 

If you're able to migrate tage using a private browser, you may need to clear the cache of the regular browser you're using.

 

To better understand the capabilities and limitations of custom fields, you can refer to this help article and FAQ: Migrate tags to custom fields in QuickBooks Online.

 

Additionally, I have compiled a selection of articles that will guide you on assigning classes to transactions and excluding downloaded bank transactions in QBO. These resources will help ensure the accuracy of your transactions and prevent discrepancies:

 

 

If you need further assistance with migrating your transactions or have any other QBO-related queries, please leave your concerns in the comments below. Take care and stay safe!

March 19, 2025

As I understand, the "tag" function will be removed, the clients have to upgrade  their subscriptions to have custom field to keep the reporting purposes. In another word, more expensive

March 25, 2025

I am having the same issue  - there is no migrate option.  Were you able to troubleshoot?
I use the tag option to keep track of customer job purchases by tagging all the expenses by job name.

Nice report at the end of each showing exactly what was spent and where. 

Such a royal pain that this is being removed - looks like i will lose all of this tracking if I cannot migrate.

I just don't have enough hours in the day to manually change each tag to a custom field.

So ANNOYED!!