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marisabennett65
Level 1

How do I find my custom fields that I converted my tags to?

 
1 Comment 1
MsNorthPND18
QuickBooks Team

How do I find my custom fields that I converted my tags to?

The tags are in the Custom Fields section of QuickBooks Online (QBO), marisabennett65. Let me show you how to access them.

 

Tags, which have a migration limit of 100, can be converted into custom fields to improve data management, usage, and analysis. This transformation may contribute to a more efficient and organized system. Here's how:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Click on the Gear icon, which is usually located at the top right of the screen.
  3. Under the Lists section, choose Custom Fields.

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You can also click on Edit to verify that the intended tags have been accurately migrated to that custom field.

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Refer to this article for guidance on adding custom fields to sales forms and purchase orders, enhancing their accuracy and customization for improved business management, customer service, and compliance: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

If you require continuous support, consider upgrading to QuickBooks Online Advanced. This upgrade provides the necessary tools to streamline your business operations and offers valuable insights to propel your business forward.

 

I'm here to provide additional support whenever you need help with managing your custom fields and tags. Simply click the Reply button below to submit your questions.

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