Do I need to keep the QuickBooks Essentials plan or can I downgrade to Start without losing my ability to manage tags, tag groups and show P&L per tags?

Thanks for providing us with in-depth details of your concern, @landlord-too. I'm here to provide you with the information you need about the tagging feature in QuickBooks Online (QBO).

Tags are customizable labels that let you track transactions however you'd like. This feature is available in all QBO subscriptions. That said, you can downgrade to a simple start subscription while having the option to manage your reports by tags. 

To find out more about this feature, please see these articles:

• What are tags and why should I use them?
• Why you should group your tags? 

In case you want to continue downgrading your current QBO subscription, kindly visit this article to guide you further in turning off some features before you proceed: Upgrade or downgrade your QuickBooks Online subscription.

On the other hand, here's an article that can help you manage your QBO subscription: Manage billing, payment, and subscription info in QuickBooks Online. 

Please touch base with us if you have any other QuickBooks-related concerns. I'll always be right here to help. Have a good one!

Thank you, that works.

Thank you, that worked out well!

You're most welcome, @landlord-too. I appreciate you for letting us know that this worked out for you seamlessly.

Also, you can always visit our Help articles page for reference. There, you can read some of our helpful articles that will guide you through your future tasks.

In case you need assistance or if you have additional questions about using the QuickBooks product, let me know. Our team is always around for you. Stay safe!

Hello. I'm on a trial using Simple Start. Can't seem to use tags. It's not appearing in the settings/lists/recording expenses or sales. Is it no longer available in Simple Start? Thanks

Tags are available now for all QuickBooks Online plans, @EmMendoz. Allow me to provide some steps to ensure you can utilize the feature.

Let's proceed to the Accounts and Settings menu to check if the tags feature is enabled. Here's how:

1. Go to the Gears ⚙ icon.
2. Choose Account and Settings.
3. Click the Sales tab.
4. In the Sales form content section, turn on Tags. 
5. Select Save.
   
   
6. Choose the Expenses tab.
7. In the Bills and Expenses section, turn on the Show Tags field on expense and purchase forms. Then select Save.
8. Click Done.

If the issue persists, we can perform some troubleshooting steps to fix this. There are times when the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or private browser. You can use either of these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Once you have successfully seen the tags, go back to your regular browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

I've also attached some relevant articles you can refer to for your future guidance and detailed steps in using group tags and how to turn this off: 

• Use tags and group tags
• How tags and groups can give you better insights

I'm still around to back you up with any tag issues you might raise. I'll keep a close eye on your reply. Have a good one!