Podcast No More Tags: Replacing Tags with Custom Fields in QBO
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[00:00:00]
Introduction and Greetings
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Dan DeLong: Welcome everybody to another workshop Wednesday, all about casual conversations for serious workflows brought to you by school bookkeeping.com, where it's learning QuickBooks your way. How are you, Rachel? Good to see you. I. I
Rachel D: am really good.
Dan DeLong: All right.
Tax Deadline Reflections
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Dan DeLong: Today I know [00:01:00] hopefully everyone has survived the tax deadline which was yesterday.
Either filing your extension or, or filing, I had
Rachel D: to file an extension for myself.
Dan DeLong: Ah, was that the first time that you've had done that?
Rachel D: Nope. Is it always these years, the recent years, yes.
Dan DeLong: It's just kick it down, to the end to the next, to the, for six months and deal with it later because.
Is that, does that seem to be like, is there too much time or too much stuff going on at this part of the early part of the year? I have to
Managing Personal and Client Finances
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Rachel D: say, like I, when it comes to doing the books for my own business, I am very anal about that and I actually keep it up to the way that I would do my clients in real time.
Everything is completely up to date. And when we were done with the fiscal year I. [00:02:00] Completed the year, closed out everything. Saved my statements my financial statements, and I am, I have everything ready to go. It's just that I have a CPA that does my taxes and I just have to get everything uploaded to her.
And so I have everything right to scan. I just haven't. Done it yet. And so I, and really what I have to do is I have to sit down on a weekend day and just do it all. And usually the last couple years, that's what I've been doing because I usually am putting out fires and dealing with my clients.
Dan DeLong: Yeah They, their fires are typically more, more urgent,
Intro: yeah. Than your own.
Dan DeLong: And, a lot of times, you end up having this whole. Cobbler, the cobbler shoes the children of the cobbler have the have the poorest shoes when yeah. Put up other people's needs above your own.
But I, I think that's pretty cool that you take. [00:03:00] You look at your own books, like you own like you're a client.
Rachel D: Yeah. And I do know how to calculate that as I'm getting my master's in accounting, I know how to calculate my, it, I can compare standard deduction versus itemized and I can, and actually sit down and, do my own with the pass through entity, but I just don't have time to do it.
And so it's really out of convenience that I'm still having somebody else do it. But, it's a lot. It's a lot, especially when you're a firm owner and you do payroll. That's the fi that, those are the fires I'm talking about. Yeah. I said I would never do it, but we're doing it
Dan DeLong: here you are doing it again.
Yeah. Because not only is April 15th a tax deadline for income tax. It's a deadline for nine 40 ones and, all of those other first quarter things that that come into play, or is it the 20th? I can never,
Rachel D: 20th is usually sales tax. I'm not entirely sure. 'cause usually our payroll providers [00:04:00] will file the nine 40 ones and the year ends.
But, there there's always corrections and that's really what we're dealing with right now.
Dan DeLong: But we're going from one deadline to another here talking about tags. Which will not tax,
Rachel D: but tag, yes, the
QuickBooks Tags Overview
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Dan DeLong: tags which is a feature inside of QuickBooks Online that is being, I think the technical term is deprecated.
Which is discontinued. And we have an article that is really helpful this QuickBooks article that in the QR code there at the top. And I think we wanna put that in the chat as well for comments. It's a really good article and let me go ahead and just share my screen here.
As we're talking about what's happening with tags in QuickBooks Online. I think in [00:05:00] 2020, I think is when tags first came out. And and really what a tag is very similar to like categorizing your email in, like Gmail, right? Like where you can tag things as important or, for class for review or needs, needs attention you can put, and classify and I'm trying not to use that word term, that term of classify because there is a class
List in QuickBooks Online as well. But, and, that I think is part of the. Confusion about tags versus classes or locations.
Like what is a tag versus versus a class.
Tags vs. Classes and Locations
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Dan DeLong: So that's the first thing that we wanna unpack a little bit, is what is a tag? And Rachel, do you ha do you use tags in, in, in your firm [00:06:00] or with your clients, or have they used it?
Rachel D: No, I have to say I really just don't. And you know why? The main reason is because we usually can get what we need using classes and locations.
And so that's really what I wanted to ask you, and hopefully you'll you'll explain the, not just the differences. But how they appear. 'cause classes and locations are really just a way to, to show differences on the vertical, on your reporting, right? Yeah. And so I'm not quite sure if, that tagging will show up on a profit and loss.
That's what I'm not sure about.
Dan DeLong: Yeah. For other, for lower versions. So for classes and locations you need to be on QuickBooks Online Plus or Advanced. So for other versions of, QuickBooks Essentials and Simple Start, [00:07:00] tags offered the ability to do what you were doing with classes and locations, but only on a, in a tag basis.
I see. The structure is that you had, a, tag. Group, and then you could ha have multiple tags be part of that group. It, it was basically like a different dimension to be able to categorize transactions. Now, it was only, you could only put 10 tags on the transaction itself.
So once something was tagged, the entire, the entirety of that transaction was. Tag that way.
Intro: Gotcha.
Dan DeLong: You could have multiple tags on, a transaction which is different than having a location or a class in which, but it's again, only on the [00:08:00] header. Where's
Rachel D: location and class you can do at the line level.
Dan DeLong: Locations is transactional based class is something that you could split. So you could feasibly take one
Rachel D: line. Oh, oh gotcha,
Dan DeLong: You could take one line item on and classify it
Rachel D: right in
Dan DeLong: one place, and then another line item, split it to another class.
Rachel D: Yeah.
Dan DeLong: And then ultimately which
Rachel D: we do that all the time. That's really funny. I didn't realize that you couldn't split the line by lo locations by line. I thought you could With custom field. Oh, no. Custom fields don't go on the line. Nevermind. Okay.
Dan DeLong: And this is part of the.
The quagmire, I guess is probably the easiest way to describe it, of what is going on here. And I used the term dimension purposely because. This is [00:09:00] leading into things with in Intuit Enterprise Suite where they have now a dimension that you can further categorize your transactions.
And I think that there, there's a couple reasons that I think, and this is all speculation. We are not under any, authority as to why this is happening, but I could speculate that, this tags and dimensions were conflicting with each other. Yeah. Or somebody would say I can already tag my transactions and do the same thing that a dimension is doing.
Why would I pay $20,000 a year for just a dimension that I can do in my simple stock?
Rachel D: Very strategic. Yeah. They wanna eliminate redundancy and have it be in the more premium product.
Dan DeLong: And, and to just like you said, people weren't using it.
[00:10:00] So if it's not something that's gonna get used, and it may be conflicting with with a more premium service offering like dimensions that is where we're at today with regarding with regarding tags you could find do some of these dimensional types of things. You could run a profit and loss by, by tag or income expense by tag and see essentially some job costing types of things.
Rachel D: Yeah, just using tag, there's a lot we could have done
Dan DeLong: and you're avoiding the bumping up to plus or advanced for that.
For that functionality too. I think that's, or
Rachel D: If you're in PLUS and then you run out of classes and locations, which happens all of the time. Yeah. Then you could cross over to tags and, 'cause I've had some clients that do that and we've thought about using some tags that.
Really hadn't gotten there. But I have to say, [00:11:00] I, I'm a little bummed 'cause I actually always liked the thought that they're always there if I needed them.
Dan DeLong: Yeah. They're not,
Rachel D: or at least
Dan DeLong: they're not. They're not going to be. And this article actually looks like it got updated pretty recently because yesterday when I was talking about this on the Power Hour it didn't mention ledger at all.
And here it is. QuickBooks Ledger is, listed here on this article.
Transitioning from Tags to Custom Fields
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Dan DeLong: So what's happening is tags are going away. And, let's talk a little bit about the timeline. So we're in so March 17th custom fields, and we'll talk about what, what's actually happening.
But the custom fields expanded functionality was launched on March 17th. St. Patrick's Day, while everybody was pretending they were Irish. Here comes a new functionality and we'll [00:12:00] talk a little bit about what that actually entails, but from that day until May 15th, so now we've got another deadline on the 15th, May 15th, you can now migrate your tags to this expanded functionality of custom fields.
Okay. After that day on May 16th, 2025 tags are going to become read only. You can't create any new tags, inside of QuickBooks Online. Now for the next three years, I. From May 16th, 2025 to May 15th, 2028 we are going to see you're gonna be able to run reports that you did before.
You will have all of the read-only functionality of tags. So tags will not just magically disappear.
Rachel D: Oh, that's nice. 'cause that's what I thought was happening. Yeah, but they're, they'll remain read only. Okay, that's great.
Dan DeLong: Yeah, they are read only [00:13:00] you can run your reports and generate the reports on historical documents until May 15th, 2028.
So three years from now then something will happen. They'll probably just the, screen won't even exist at that point. I. Remains to be seen what'll happen in three years. But that is the plan and that's the timeline for tags. And the reason that all of this is taking place is because, rather than, just remove the whole feature, which is certainly entitled to they're trying to make.
Game plan for people that actually did use this feature.
Intro: Yeah.
Dan DeLong: Because that nothing is more, nothing is worse than adopting a feature. And then it just goes away. Like, where'd it go? What,
Rachel D: what happens? [00:14:00] Frustrating. And I imagine there's some people that use the heck out of them,
Dan DeLong: right?
Yeah. Especially those in simple start or essentials that were we're using it for a little bit of job costing. Abilities or that extra dimension of reporting that Yeah, that gives them the ability to do they probably relied on it pretty heavily.
So what's happening is that in order to appease people that were using it and allow them to continue to use, to move forward and use, do the same things, is that they're migrating tags.
Custom Fields in QuickBooks Online
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Dan DeLong: To custom fields and in order to do that, they had to borrow a feature from QuickBooks Online Advanced and add that to lower level versions of QuickBooks Online, right?
So [00:15:00] custom fields in every other version except QuickBooks Online, is basically a free text feel, and in the past, simple Start didn't have any. Essentials and plus had three. And they were just free text fields that you would have to type in, right? With a tag, it's a list, right? So you have things to choose from and dropdowns and those types of things.
So what, Intuit did is it created a custom field that is a dropdown inside of QuickBooks Online that you can have under. Or as a, at a maximum of a hundred dropdowns to choose from. So having a dropdown allows people to eliminate mistakes, right? So if you have rather than having William and Bill I.
And Billy as a potential option, you only have one choice to choose from when it's a dropdown [00:16:00] and you're always choosing the right one.
Intro: Yeah. '
Dan DeLong: cause if you then try to run reports based off of William, bill and Billy as your, custom field you're gonna have three different choices.
And you're gonna have three different options. But if by choosing a dropdown, then that eliminates eliminates that, that potential for human error. So they borrowed that dropdown custom field and added that to all of the other different versions of QuickBooks online. Simple Start now has one custom field, and it's that and it's that option.
Essentials now has four custom fields. It's the original three that they had, plus this additional. Custom field and then plus also from three to four. Now in those different versions of, QuickBooks online, if [00:17:00] you create a custom field you can, choose and define that custom field as a dropdown if you want to, even if you're not using tags.
So you can, you now have some. Extra functionality in your QuickBooks online, and you can define take that def defined field of a dropdown and create a custom field. Kudos to, to intuit for off giving this as a, as an option or an opportunity. Yeah. People who aren't using tags kinda get a bonus here by, having that new option there.
Rachel D: Yeah, they get an extra custom field. Quick question for you. Okay, so let's say somebody was a really heavy user of tax, and not necessarily just because they were in simple start or essentials, but let's say they were. They just have a lot of categorization and that they want [00:18:00] to slice and dice, and so they're using classes and locations and subclasses, but they're also using text.
What if, what about 'cause again, my perspective is always you don't have to do every little thing in QuickBooks online. What if you took your list of tags and then put them in something like Method and then embedded that into your QBO. Do you think you could still use a tag like functionality in something like Method?
Dan DeLong: Something like a method or an add-on to QuickBooks Online, it's, method's really nice because it synchronizes if there is a specific option in inside of QuickBooks. It's synchronizes it back and forth and it's pretty, I hate to use the word seamless that's a trigger word for me, but it is fairly seamless when it does that method.
By itself [00:19:00] actually has, unlimited custom fields. So you're not limited by the number of custom fields. And then you can just utilize those custom fields however you want to, but you're gonna be doing most of that work inside a method. That's where you're gonna do the living.
So you reports and those types of things are gonna be inside a method as, opposed to. How it feeds back into, QuickBooks. That's what I would say would be like the best practice there. Yeah. Yeah. If you're gonna be using something there, then it's gonna, it's gonna see it to the finish line.
Unless there is an exact, equal and opposite now. Gotcha.
Intro: Yeah.
Third-Party Integrations and API Limitations
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Dan DeLong: What we are, what we talked about yesterday on the power hour, this is because this is a defined custom field from advanced and the API does not allow, third parties to, integrate with that kind of defined custom field. We will likely [00:20:00] see that all of those third parties won't see this new custom field that has been added because it is a defined custom field.
Rachel D: Oh, I didn't know that. So they can't, they can only see undefined custom fields.
Dan DeLong: The, basically the three custom fields that essentials and, essentials and plus allow because they're free text, right? So you
Rachel D: can what's the point of locking up that API for this custom field? I don't get it.
Dan DeLong: Just because it's a little bit more complicated because it is a defined there is a definition to it, you can define custom fields, in advance as a number, as a date or as a dropdown, right? So it won't know what the definition of the, of that custom field is.
I. Through the
Rachel D: APIs. I see. Okay. It's
Dan DeLong: just a little bit more complicated and [00:21:00] probably well, above either of our pay grades as to why. But that's that's what I'm gathering because it's been, a, a, a. A request for a long time, for a lot of third party applications to, yeah.
To be able to see that. So the first person or the first entity that's going to give itself access is going to be Intuit. Yeah. And you'll probably see an API integration in. Enterprise suite being able to work with these custom fields as defined before, you'll see other people allowed to do it because they're probably gonna wanna break it first.
Yeah. Before, before allowing the multitude of apps, gateway into that, into those custom fields, but that's more custom fields than what's happening here with tags. [00:22:00] What's happening though is they're allowing you to migrate your tags to this new custom field, this new defined custom field.
And there's a a walkthrough of how you do that in in this article. But it's really a straightforward process. But there is some yeah. Buts about that. Alright, unlike what you could do with tags today is you could have multiple tags, multiple tag groups assigned to one singular transaction.
Because this is going from a, tag to a custom field with a dropdown you're basically only gonna be able to choose one.
Adding Multiple Tags to Transactions
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Dan DeLong: Choice. Okay. On that custom field.
Intro: Yeah.
Dan DeLong: The only other way that you would add multiple tags to a transaction is if you use one of those other custom fields, assign it as a dropdown with the same amount of choices, and then you can choose two different custom fields that [00:23:00] are this dropdown,
Intro: right?
Dan DeLong: Remains to be seen how much of an annoyance that is gonna be, but. If you had multiple tags in, your historical transaction that's now a new conversation to be having at, with how this is going into the new
Rachel D: Yeah.
Dan DeLong: Things.
Opportunities for Accountants and Bookkeepers
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Rachel D: And this is also really cool too because, this is creating the need for more systems people like yourself to.
Help jump in and help customers do this techy kind of stuff that they might have no idea how to do. So this is an opportunity for accountants and bookkeepers to add on an additional service.
Dan DeLong: Yeah. This is, and at least, just being aware of what's actually happening here.
Intro: Yes.
Dan DeLong: [00:24:00] And before as a well oh we're just gonna, we're just gonna migrate and move forward. Not exactly
Intro: right. Just make
Custom Fields and Historical Transactions
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Dan DeLong: sure you're, aware of the ramifications of doing all this stuff so you can convert. Your tags to a custom field. The Yeah, but about that is you're only gonna be able to add one tag moving forward.
And if you have a tag group with individual tags, you don't get the group, you get, you just get the final destination of the tag group colon.
Rachel D: Yeah. Individual
Dan DeLong: tag. So
Rachel D: you're, oh, okay. So you do get the parent and the child, you at least get the parent reference.
Dan DeLong: Yes.
Rachel D: Okay. So
Dan DeLong: you'll see that, in the dropdown to choose from.
Yeah. But again, you won't be able to choose just the parent if if you did. Yeah. So you would've to create another choice for yourself. To be able to choose that parent tag [00:25:00] if you wanted to,
Intro: yeah.
Dan DeLong: Right now another, yeah, but about all of this is that it doesn't do anything to your historical transactions, right?
So if you've tagged everything up until today, those tags don't move over to, the migrating to the new custom field does not go back to those historical transactions and add those tags. Again, so you've got a dividing point here where you're here's a new, here's a new way to move forward.
I can't do anything with my historical stuff, right?
Rachel D: But they can still pull a p and L by tag and have it appear in read only form exactly how it always had appeared. Yeah.
Dan DeLong: Yeah. But if you are using these tags from today moving forward, and you're trying [00:26:00] to run a historical report, that.
Tag won't be on those historical transactions.
Rachel D: So
Dan DeLong: then you have two different reports to work with.
Rachel D: Yes. That's annoying.
Dan DeLong: Yeah. I think that's the nicest way to put it.
Rachel D: This is what it is from January 1st up to, whatever that deadline was, April, whatever it is. Wait, was the when?
When is the actual, when are they cutting off the tags?
Dan DeLong: The tag.
Rachel D: Oh my gosh. You see what I hear what I said? Cutting off the tags.
Dan DeLong: Cutting off the tags. It's like a mattress. Yeah. You cutting.
Rachel D: Don't cut off those tags.
Dan DeLong: Exactly. So they become fully read only on May 16th.
Rachel D: Oh, I see. So, it's the middle of the month.
Okay, here's the report from January 1st to May 15th, and then here's the report from May. And it's I make such a effort to. Make sure I don't do something like that, right? [00:27:00] I'm gonna use this app to put this information together like in the middle of the year.
So your p is gonna look like this for this part and that for that part. I hate that.
Right Tool for Migrating Tags
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Dan DeLong: So our friends over at Wright Tool and I know you love Right? Tool Yes.
Intro: As
Dan DeLong: well. They've been working really hard because they saw this coming.
Intro: Yeah. And
Dan DeLong: They now have an option to be able to migrate. Your tags, your custom fields back on historical transactions.
Using this of course, is not the free version of right tool. It's the paid version. Because this is gonna be a huge time saver for, a lot of people especially. Yeah. For those maybe you just want to go back to the beginning of the year, for this, these historical transactions, so that way you don't have this mid-year cutoff of, different reporting.
Rachel D: Yeah.
Dan DeLong: So they've offered a a [00:28:00] promo code for us. With, Right tool, you can go and take a look at the app there on the, Chrome Extension Store and and take a look at that. And then we also have a promo code for the first year. So where is that? I had it up here.
There we go. Okay. So the promo code is S of B, not SOFB but S of B. So for school of bookkeeping you get a discount on the pro version for the first year.
Rachel D: Oh, that's awesome. And I have to tell you, like I cannot live without right tool. There's so many different things I love about it, but, it's incredible.
We all have my entire team, we all use the paid version. And if I had just, if somebody was gonna hold a gun to my head and say. You have to get rid of every single app and tool that you use in your business, [00:29:00] except for one, like immediately I would stick with right tool, but everything else would go.
Dan DeLong: Yeah, that's it's definitely a time.
Srs. I know. Heck we were gonna I was trying to talk to Hector today to joining us to talk about this feature. But he is actually doing a webinar. Right now.
Rachel D: Yeah, I know. It's funny. I the right tool updates and it's funny 'cause I usually always have that on my calendar and, but it's, nice though if you do just FYI, if you do get Right tool and then you do subscribe to those right tool updates, you can always watch them in the recorded version after the fact.
Dan DeLong: So they offer an option to be able to, once you've migrated your tags to these, new custom fields then you'll be able to then use right tool to to [00:30:00] modify historical transactions so that you have consistency on your transactions with this with this migration, because that's part of the challenge of this, is that it's half baked.
I. And they're trying to use features that are already there.
Intro: Yeah,
Dan DeLong: The, this is some puts and takes, right? So they've given us a little bit more greater functionality across the board with this dropdown custom field for all lower versions that don't normally have it.
But it's.
Limitations and Reporting Issues
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Dan DeLong: One, it's only giving you one, one tag to, to choose from on those transactions. And it has a lot of supporting or reporting issues as well. So those people that we're using, one, okay, so lemme go back here. So in those other versions, you're only gonna have. This is only custom field that you'll be able [00:31:00] to assign to transactions.
So you don't have the option to assign this custom field like you do in advanced to customers, vendors, and projects. So you don't have that option, in the lower version, so it's only transactions as, as well. And you only have a maximum of a hundred to choose from on. That custom field.
So if you have a huge tag list that is more than a hundred options you're only gonna have a hundred of them to choose from. So this report I'm sorry, this chart on this article is really useful and not, I wouldn't necessarily, just, have this for tags. But this is what's, what reports co.
I can't say it. There's too many things that rhyme here. What reports support custom fields by version, right? So you've got [00:32:00] simple start Essentials plus and Advance, and every report that they have and whether or not it supports custom fields or not, right? So as you can see. Scrolling up and down here advanced.
Checks all the boxes. Plus there's a few tran sales by location. Detail doesn't support custom fields. Sales by class detail doesn't support custom fields or taxable sales detail. So just things to keep in mind that one, while you're migrating this over to custom fields. Some reports could be actually affected, and the biggest one is the profit and loss by custom field does not exist.
So those people that were using tags as a way to do income and expenses, buy tags, I. Even though you're moving this over to a custom field, you can't r run a profitable loss by custom field.
Rachel D: That's annoying. What about [00:33:00] in Right Tool? No, I don't think so. No, because they don't have, I don't think they have additional reports that don't exist in QBO.
Dan DeLong: Yeah. They, don't have any secret,
Rachel D: it's not, yeah. Okay.
Dan DeLong: And then. Then the other option is, okay, I have a profit and loss by class. Can I migrate these tags to classes? No.
Rachel D: Nope.
Dan DeLong: Can't do that either. And then this other option,
Rachel D: or you could just upgrade to advance and then just use unlimited classes and just turn them into classes.
Dan DeLong: Yeah. You just be creating your own, class list. And you can do parent child relationship with, classes as well. But again, you only have one. One per transaction or one per line. So you can't necessarily split it out. You'd have to split out that in order to classify it separately.
And then can I [00:34:00] add class custom fields within the bank feeds and rules? No. So there's a lot of nos down here at the bottom.
Rachel D: Yeah. And that's annoying because you can add the tag in the bank feeds,
So that's gone.
Dan DeLong: Yeah. So this is unfortunately part of the side effects of.
Deprecating or,
Intro: yeah.
Dan DeLong: Removing a feature like this is that all the things that you did use this with are, no longer available.
Rachel D: Yeah. And it's basically okay, we're getting rid of this feature that you guys used to have a lot of customization and flexibility with.
We're gonna completely take it away from you, but we'll, but we will let you migrate it into something that just isn't as good.
Dan DeLong: Yeah.
Future of Tags and Historical Data
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Dan DeLong: And that's why during this time period any of your useful reports that you have today with tags, you wanna. [00:35:00] Download them and export them. Because here's what down at the bottom here, what happens to tags on my historical transactions after May 15th, 2028, they're gonna be removed altogether.
Intro: Yeah.
Dan DeLong: So you won't, you'll see I. No tags.
Rachel D: That's a long time for them to save. And at that point there'll be three and three years and above in the past. And they have plenty of time to save all that.
Wait a second. I have a quick question, but what about if you, what about if you use the backup tool, rewind, could you potentially, go back into rewind once you 2028 comes and look at a version from when your tags were still active and find them that way. [00:36:00]
Dan DeLong: No, because it won't. It won't, like that feature just won't even exist. So even if you, because the tags are still gonna be there. It is just, they're not gonna, they're not gonna be able to be shown.
So even if you restore choose a restore point where the tags were there.
Intro: Yeah.
Dan DeLong: It's still the. The program or the application, QuickBooks Online won't even allow you to see it.
Rachel D: Yeah. That's like probably a really obvious question for developers, but I'm not one, so Yeah. I didn't know
Dan DeLong: That was a good thought though.
Rachel D: I, I was like, maybe it'll, maybe all of a sudden it'll just appear. I don't know.
Dan DeLong: Yeah, that was I could see people trying it like, oh, I forgot to get my reports. I'll just restore back. Now they've got a bigger problem because they've restored. They've gone to a restore point over It's over top. Yeah. So I guess they would've to restore a later version.
Yeah. Once they would realize it. And that's gonna [00:37:00] be a big challenge, especially if you've got payroll. Because if you're running QuickBooks Online payroll. Rewind doesn't there, there's no backup service that restores your payroll. So it's a it's, a big that could be a big challenge if you've overwritten all, everything and now you don't have payroll anymore.
We may talk about that at another workshop, but, we wanted to, we moved things some topics around to make sure that we. Close in, this tag discussion because there is a deadline here.
Rachel D: I don't think that's a word. Oh, there is in, I think you have to say, squeezed it in. We squeezed it in.
Dan DeLong: Squeezed it in. Doesn't sound right.
Rachel D: Qui in.
Dan DeLong: I am just making up my own English language here.
Rachel D: We have the, we have, we can at least [00:38:00] pull the reports. Looking at the tags to the point where my daughter graduates from high school in the spring of 2028.
Dan DeLong: So set a note, and a reminder on your phone before she graduates to make sure,
Rachel D: High school graduation.
What? Hold on.
Dan DeLong: Don't walk across the stage yet. Marin, I need to download my, tag report.
Intro: Oh my gosh.
Dan DeLong: Yeah. No fun here on the on the workshop
Intro: here.
Dan DeLong: But that should hopefully that article there I think. Intuit, kudos to them for they, they've done a really good job with that, particular article.
And it's got, some great resources in there as well. Bookmark that one.
Conclusion and Upcoming Workshops
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Dan DeLong: If you need to, and we will see you next week on on the workshop. Where, actually no, we're not gonna [00:39:00] see you next week. We are gonna take a, week off 'cause I have a conflict with another, another meeting and a webinar that I'm doing working with next week.
So we'll see you in two weeks where we'll actually have settle. Come on.
Rachel D: Oh yeah. I love settle.
Dan DeLong: And they're gonna talk a little bit about their their inventory management bill pay and capital funding solution. Really interesting option in the, in this, space here. So we'll see you next time on the workshop Wednesday, and I hope you all have a great week. [00:40:00]
