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September 4, 2023
Question

Why aren't product categories available any more in Quickbooks Online Plus?

  • September 4, 2023
  • 1 reply
  • 13 views
I've been testing Quickbooks Online Plus and have had the ability to add product categories. We are going live today, and I can't find product categories anywhere. Does anyone know what happened to that capability?

1 reply

QuickBooks Team
September 4, 2023

I've got some steps we can perform to add product categories in QuickBooks Online (QBO). 

 

We can add categories to group items of the same type and it's available on all QBO versions. In your case, we can access QBO using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the shortcut keys:

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option + P for Safari

 

Once done, create a category for your products by following the steps below:

 

  1. Go to the Gear icon on the top menu, then select Products & services (Take me there).
  2. Tap More ▼, then Manage categories.
  3. Select New category, then enter the name of the category. If you need a create a sub-category, select Is a sub-category checkbox and the main category.
  4. Press Save.

 

You can select a category when you add a new inventory productservice, or non-inventory product. For more details about organizing your products and services, check out this article: Group products and services into different categories in QuickBooks Online.

 

If it works, return to your default browser and clear the cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to other supported web browsers can also help rectify the issue.

 

I'll also share these articles to track how much you make and spend on each product or service:

 

 

If you have questions about QuickBooks, please feel free to notify me. I'll be here to help you with anything related to the program, especially if you're having trouble with managing your products and services.