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Dima GS
April 24, 2025
Question

Tags migration to custom fields - incomplete functionality

  • April 24, 2025
  • 1 reply
  • 0 views

Phasing out tags on May 16 2025 is a major disruption to the way we've been using QBO for reporting.

Using custom fields (at the time of writing) has following major limitations:

1. Custom fields values cannot be assigned on the bank transaction categorization screen
  Impact: In order to assign custom fields to transactions you would have to open them again after categorization. This almost doubles the manual effort.

2. Cannot run PnL report for custom fields the way you can run it for the tag groups. 

It goes without saying that removing existing functionality (tags) without offering comparable and workable replacement is extremely bad practice, though I don't think this is a concern for this rollout.

Has anyone found a workable solution (something I could be missing) and also may Intuit does have a timeline for getting functional parity or possibly not hastily removing functionality mid year and postponing this arbitrarily set deadline.

1 reply

Candice C
Candice C
April 24, 2025

Good morning, @Dima GS. 

 

It's great to see you back in the Community! 

 

We understnd how frustrating the cancellation of Tags for reporting in QuickBooks Online can be for you and other users. However, we recommend submitting feedback so that our Product Developers can review your concerns about the discontinuation of this feature. You can do so by going to the gear icon in your QBO account and select feedback. 

 

Feel free to come back and let us know if you have any other questions. We're always here to lend a hand! 

D
Dima GSAuthor
April 25, 2025

Hi @Candice C, appreciate quick note. I did submit feedback as suggested as soon as I figured out the impact.

I do want to stress a different point though. The decisions (regarding tags phase out) that lead to the undesirable impact to the users, are made not by developers but product managers. Intuit has no direct channel for users to provide feedback to product managers. I've been a user of QBO for 7 years and I have spent over 15 years in software industry, it is pretty obvious to me that your product management team is too isolated from the users of the system.

My guess is that good chunk of users hate the product but have to use it due to its dominant position, sooner or later that equation will break, because the pain of neglect and frustration will become higher than the pain of switching to another product. Hope you figure things out before then.

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