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Highlighted
Community Champion

Getting started with using tags in QBO

Here's my first look at using the new tags feature in QBO. This will be a great additional feature that allows reporting by tags.
2 Comments
Highlighted
Level 15

Getting started with using tags in QBO

Nice video.  You say additional feature, so this is in addition to classes and locations?

 

During the video you referred to some tags as location, some as class, makes it confusing somewhat.

 

If this replaces classes and locations, what happens to the ones you have?

and can you move a tag from one group to another without losing the underlying transactions?

Highlighted
Community Champion

Getting started with using tags in QBO

Classes and Locations are not going away. But using Tags does give you an alternative option. It's great for folks on Simple Start and Essentials to use tags with out having to upgrade to Plus or Advanced. I did edit a tag by moving it to another tag group and it kept the underlying transactions. I see what you mean about the confusion of classes. In my case I was explaining tags (ie I teach OneNote class, etc). Setting up tags is new and I'm sure we will continue to see best uses cases for them. I like the idea of having a new reporting skill in your toolkit when needed.

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