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Frustrateduser2001
Level 1

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? 

 

1 Comment 1
Aldren18
QuickBooks Team

Tag Limit in QBO

Hi there, I know how you can continue tracking your valuable referral sources effectively.

 

The 300-tag limit in QuickBooks Online is due to system performance considerations. It's designed to balance functionality with overall system efficiency.

 

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

 

Alternatively, you can visit our QuickBooks App Store website directly and select an app that best suits your business from the CATEGORIES section.

 

Carefully review the app descriptions and customer reviews, looking specifically for any mentions of class-to-project conversion capabilities during the migration process. You can manage all third-party app connections in the My Apps tab. 

 

I'll share these additional resources about managing third-party app integrations and handling tags for your transactions in QBO: 

 

 

I'm willing to lend a hand again if you have other questions about tags in QuickBooks Online (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.

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