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ackk
Level 1

Transaction List by Tag not showing

I have been using tags to categorize my transactions and running transaction reports by tag. The past few months I noticed that the functionality to list transactions by tag has not been working - I can see the money in and money out totals for each tag, but when I try to drill down no transactions show up. 

 

I reached out to support today and was shocked to find out that apparently tags will no longer be supported, and that it was a recent business decision by the management. They said we would have to track our transactions using classes instead. 

 

If there are features to be deprecated, I believe your users should be informed and given ample time to make their adjustments. If the list by tag option is still functional, we could assign classes to the transactions easily. Please let us know how we can easily assign classes to our tagged transactions without going through them one at a time.

 

I also do not think that Quickbooks should stop supporting any features advertised without informing it's users ahead of time, providing an alternative solution, and ample time to transition. 

1 Comment 1
Adrian_A
Moderator

Transaction List by Tag not showing

I appreciate your thoughts about our product updates, 

 

I can see the importance of being able to add tags to the transactions and pull up a tag report. With the new updates, the Tags feature is slowly phasing out. For now, I recommend sending feedback to our developer's team. Here's how:

 

  1. Click the Gear icon.
  2. Under PROFILE, select Feedback.
  3. Enter a few words to describe your suggestion.
  4. Click Next.

 

Moreover, you can check this article as your guide in customising report: Customise report.

 

I'm always around whenever you have concerns about adding tags.