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Frustrateduser2001
Level 2

Tag Limit in QBO

Just found out we reached our tag limit of 300.  We use tags to track our referral sources, since QBO has no other way to track our referrals and get a referral report.  Has anyone else used some other way to track referrals in QBO?  

1. Why is there a tag limit?

2. How are we supposed to track our referrals with such a low tag limit? 

 

2 Comments 2
Aldren18
QuickBooks Team

Tag Limit in QBO

I see the importance of tags for tracking referrals, User2001. Your input on this feature is valuable to us. Let me address your questions and help you communicate your thoughts directly with our product developers.

 

The 300-tag limit in QuickBooks Online (QBO) is primarily due to system performance and database management considerations. It's designed to balance functionality with overall system efficiency.

 

The most effective way to communicate your feedback is to share it with our Product Developers. They regularly review user feedback to guide future updates and improvements.

 

To send your input, here's how:

 

  1. Open your QuickBooks Online account.
  2. Go to the Gear icon located at the top-right corner of your screen.
  3.  Under the Profile section, select Feedback.
  4. Type in your suggestions and then click on Next.

 

To keep updated on the product's latest release and updates, you can check out this article: QuickBooks Blog.  

 

Given your situation, I recommend exploring third-party apps that integrate with QBO and provide more comprehensive referral-tracking capabilities.

 

To look for a third-party app, here's the detailed steps:

 

  1. Go to the Apps menu on the left navigation bar.
  2. Click on the Find Apps tab.
  3. Search for the app you wish to connect to in the search bar or select the Browse category dropdown to search for an app by category.
  4. Select the app you wish to download.
  5. Hit on Get App Now.
  6. Authorize the app to connect to your QBO.
  7. Follow the remaining steps to connect and set up the app settings of your choice.

 

When considering third-party apps for enhanced referral tracking, it's essential to prioritize data security. Review the app's privacy policy and security measures before integrating it with your QBO. Look for apps that have positive user reviews.

 

If you're using QBO Plus or Advanced, you can track referrals using classes or locations. However, for accurate reports, apply these consistently to all transactions. Refer to this article for guidance: Using Classes and Locations in QuickBooks Online.

 

Furthermore, I recommended bookmarking these resources to learn more about handling tags and managing third-party app integrations in QBO. 

 

 

I'm willing to lend a hand again if you have other questions or concerns about handling referrals in QBO. Drop a reply to this post or create another one. I'm here to assist you and will respond promptly to any inquiries you have.

Frustrateduser2001
Level 2

Tag Limit in QBO

That is really not a solution.  Basically there is no way in QBO to track referral sources.  QB Desktop had a very easy way to do this.  The tag reporting and the 300 limit is sub par for a very easy fix that QB Desktop already in place.  Too bad you are getting away from the desktop version as it was a much better accounting software. 

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