Rachel and Dan discuss the Tags feature that is being discontinued and what you need to do to migrate them to custom fields.

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00:00 Introduction and Greetings
00:18 Tax Deadline Reflections
01:02 Managing Personal and Client Finances
03:40 QuickBooks Tags Overview
05:12 Tags vs. Classes and Locations
10:50 Transitioning from Tags to Custom Fields
14:02 Custom Fields in QuickBooks Online
19:02 Third-Party Integrations and API Limitations
22:04 Adding Multiple Tags to Transactions
22:45 Opportunities for Accountants and Bookkeepers
23:28 Custom Fields and Historical Transactions
26:32 Right Tool for Migrating Tags
29:58 Limitations and Reporting Issues
34:13 Future of Tags and Historical Data
38:13 Conclusion and Upcoming Workshops