A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible workarounds and opportunities for improvement.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle

Send your Questions/Comments (we could read/answer them on air) [email protected]

Links/Apps Mentioned in this episode:

• Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099
• Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearend
• Reframe 2025 Conference https://reframe2025.com/
• Hector’s RightTool: http://righttool.app

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding