Happy to have you here on the Community page, @feliz-adam-iclou. Yes, we're able to create a sub-category in QuickBooks Online (QBO) Simple Start from the Products and Services page. I've got here the steps and I'm happy to share them with you. Open your QBO account, then select Products and services from the Gear icon.Tap on Manage categories from the More drop-down.Click on the New category tab to add a new category.Enter the name, then check the box beside Is a sub-category and select a category from the list.Hit the Save button to record the category you create.For additional references about managing your products and services as well as the categories in QBO, check out these links: Adding Products and Services, Customers, and Vendors to ListsGroup your products and services into different categoriesAdd inventory products in QuickBooks OnlineI also have this handy link that contains some topics about QBO that you can read more as your guide while working with QuickBooks or payroll in the future. Please let me if you have any other questions. I'm a few clicks away to help you. Keep safe always!

Question

In Simple Start, Are you able to have sub categories in product and services?

Forum|Forum|5 years ago
August 15, 2020
1 reply
18 views

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QuickBooks Online

Angelyn_T

Moderator

Happy to have you here on the Community page, @feliz-adam-iclou.

Yes, we're able to create a sub-category in QuickBooks Online (QBO) Simple Start from the Products and Services page. I've got here the steps and I'm happy to share them with you.

Open your QBO account, then select Products and services from the Gear icon.
Tap on Manage categories from the More drop-down.
Click on the New category tab to add a new category.
Enter the name, then check the box beside Is a sub-category and select a category from the list.
Hit the Save button to record the category you create.

For additional references about managing your products and services as well as the categories in QBO, check out these links:

I also have this handy link that contains some topics about QBO that you can read more as your guide while working with QuickBooks or payroll in the future.

Please let me if you have any other questions. I'm a few clicks away to help you. Keep safe always!

S

Sue S1

I'm new, have Simple Start, and tried to use your instructions to create a categories (not subcategories), but my page does not have "More" or inside it "Manage categories" where you showed it in your instructions. Help?

Rubielyn_J

Level 8

Delighted to see you here, @Sue S1.

Congratulations on being part of the growing QuickBooks Online family! You can count on me to ensure you can create categories in QuickBooks Online.

As my colleague mentioned above, you can create categories in QuickBooks Simple Start. For the More option to appear, make sure you're logged in as the master admin or have access.

You may check this link to learn more about the different options for user roles and access permissions.

If you already have the access but the issue continues. We can perform some troubleshooting steps to fix this. Let's access your account using a private browser. There are times that the browser is full of frequently accessed page resources, thus causing some errors.

You can use either of these keyboard shortcuts to access one:

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

From there, create categories. If this works, go back to your regular browser and clear the cache. This is to prevent any unexpected behavior. Otherwise, you can use other supported browsers.

Furthermore, you'll want to learn how to group your products and services in QuickBooks Online. This is used to keep things organized.

Always feel free to post if you have questions about QuickBooks. I’m here to help more. Have a great day.

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