A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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Content provided by Earmark Media, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Similar to Unofficial QuickBooks Accountants Podcast
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Manage episode 474942501 series 3506007
Content provided by Earmark Media, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.
Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:49) - The End of QuickBooks Tags
- (01:48) - Creative Uses of Tags
- (04:32) - Migration Timelines and Steps
- (08:05) - Changes to Custom Fields
- (12:07) - Migration Process Explained
- (21:38) - Understanding Tag Association with Customers and Vendors
- (22:06) - Testing Tag Visibility in Transactions and Multiple Tags
- (23:25) - Running Reports on Tags Before Migration
- (25:02) - Limitations of Custom Fields in Profit and Loss Reports
- (27:37) - Reports That Support Custom Fields
- (30:55) - Custom Fields in API and Spreadsheet Sync
- (34:17) - Future Enhancements and Roadmap for Custom Fields
- (34:45) - Tags vs. Classes: A Detailed Comparison
- (39:40) - Final Thoughts on Tags and Migration Support
- (41:32) - Upcoming Classes and Contact Information
Send your Questions/Comments (we could read/answer them on air) [email protected]
Intuit’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_US
Dan’s Links
QB Power Hour Webinar - https://www.qbpowerhour.com/
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
Alicia’s Links
“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907
“QuickBooks Payments” class: Live webinar April 22, recording available afterwards
http://royl.ws/QB-Payments-Course
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
97 episodes
Share
Manage episode 474942501 series 3506007
Content provided by Earmark Media, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weather impacts on sales to customer categories. The hosts detail important limitations of the new system while offering practical workarounds for maintaining your reporting capabilities during and after this significant transition.
Sponsors
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:49) - The End of QuickBooks Tags
- (01:48) - Creative Uses of Tags
- (04:32) - Migration Timelines and Steps
- (08:05) - Changes to Custom Fields
- (12:07) - Migration Process Explained
- (21:38) - Understanding Tag Association with Customers and Vendors
- (22:06) - Testing Tag Visibility in Transactions and Multiple Tags
- (23:25) - Running Reports on Tags Before Migration
- (25:02) - Limitations of Custom Fields in Profit and Loss Reports
- (27:37) - Reports That Support Custom Fields
- (30:55) - Custom Fields in API and Spreadsheet Sync
- (34:17) - Future Enhancements and Roadmap for Custom Fields
- (34:45) - Tags vs. Classes: A Detailed Comparison
- (39:40) - Final Thoughts on Tags and Migration Support
- (41:32) - Upcoming Classes and Contact Information
Send your Questions/Comments (we could read/answer them on air) [email protected]
Intuit’s Help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/class-list/tag-transactions-quickbooks-online/L7x3G0aLv_US_en_US
Dan’s Links
QB Power Hour Webinar - https://www.qbpowerhour.com/
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
Alicia’s Links
“Credit Cards in QBO” class: http://royl.ws/QBO-credit-cards?affiliate=5393907
“QuickBooks Payments” class: Live webinar April 22, recording available afterwards
http://royl.ws/QB-Payments-Course
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
97 episodes
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Similar to Unofficial QuickBooks Accountants Podcast
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
America is divided, and it always has been. We're going back to the moment when that split turned into war. This is Uncivil: Gimlet Media's new history podcast, hosted by journalists Jack Hitt and Chenjerai Kumanyika. We ransack the official version of the Civil War, and take on the history you grew up with. We bring you untold stories about covert operations, corruption, resistance, mutiny, counterfeiting, antebellum drones, and so much more. And we connect these forgotten struggles to the ...
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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continue reading
Babbage is our weekly podcast on science and technology, named after Charles Babbage—a 19th-century polymath and grandfather of computing. Host Alok Jha talks to our correspondents about the innovations, discoveries and gadgetry shaping the world. Published every Wednesday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part of your subscription. For more information about Economist Podcasts+, including how to get access, please visit our FAQs pa ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
…
continue reading
Daily cybersecurity news for practitioners. Vulnerabilities, defenses, threats, network security insight, research and more to make you sound smarter as you get to the office in the morning. New each weekday.
…
continue reading
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.
…
continue reading
Windows Weekly is about more than Windows. Veteran Microsoft insiders Paul Thurrott and Richard Campbell join Leo for a deep dive into the most valuable company in the world. From consumer to enterprise, AI to Xbox, Windows Weekly is the only Microsoft podcast you'll ever need. Records live every Wednesday at 2:00pm Eastern / 11:00am Pacific / 18:00 UTC.
…
continue reading
Global business and finance news and discussion from the BBC.
…
continue reading
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