How to change grouping

Thank you for reaching out to us here in the Community, @pankaj-mittal. I'm here to help you with your grouping concern today.

If I may ask, are you trying to regroup your products and services into different categories? In that case, you can follow these steps:

1. Go to the Gear icon, then click on Products and services.
2. Select the item you want to edit, then update the category from the Category section.
3. Hit on Save and close.
4. Repeat the same steps for other items.

If you're modifying the grouping of your custom reports, you can do it through the Reports tab.

1. Click on Reports at the left pane, then go to the Custom Reports section.
2. Look for the report, then click on Edit under Action.
3. Update the group under the Add this report to group drop-down.
4. Tap on Save and close to record the changes.

For more tips while handling your items and reports, you can check out these articles:

• Add product and service items to QuickBooks Online
• Run reports in QuickBooks Online

Otherwise, you can use this link as your reference in regrouping your transactions by class: Get started with class tracking in QuickBooks Online.

If you're referring to something else, please let me know by adding a comment below. I'm more than happy to help. Wishing you a good one!