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Intuit

Group your products and services into different categories

Learn how to group your products and services in QuickBooks Online.

Get helpful insights into your sales and stock when you run reports. Group your products and services into categories to keep things organised. We’ll show you how.

Create a category

Use categories to group items of the same type. If you want to be more specific with grouping items, you can also create sub-categories.

  1. Go to the Sales menu, then select Products and Services.
  2. Select the dropdown More ▼, then Manage categories.
  3. Select New category, then enter the name of the category. Note: If you need a create a sub-category, select Is a sub-category checkbox and the main category.
  4. Select Save.

Categorise the products and services you sell

Add a new product or service to a category

You can select a category when you add a new stock product, service, or non-stock product.

Add an existing product or service to a category

If you have an uncategorised item, here’s how to add it to a category.

  1. Go to the Sales menu, then select Products and Services.
  2. Find the product or service you want to categorise.
  3. Select Edit from the Action column.
  4. Select the Category ▼ dropdown, then select one that fits this item. Or select + Add new to create a new one.
  5. Select Save and close.

Use categories in transactions

Save time when you create transactions. If you buy and sell many different things, you can use categories to easily find products or services.

Want your categories to show on forms like invoices and sales receipts? Learn how to customise the forms you send to customers.

How categories help you with reporting

When you run sales or stock reports, products and services are grouped in a way that makes sense to you.

You can expand or collapse each category. This makes it easy to digest what’s in the report. And you can quickly find details of specific items.

This way of grouping also gives you a clearer picture of your sales. It’s easy to see what types of services are popular. And the total for each category helps you know where the bulk of sales comes from.

Edit or remove a category

  1. Go to the Sales menu, then select Products and Services.
  2. Select the dropdown More ▼, then Manage categories.
  3. Select Edit from the Action column.
  4. Make the changes you want and select Save. Or select Remove, then OK.

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