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christineab@nort
Level 1

I am running a report for Products and Services and exporting to Excel. It did not print the Categories. How can I include the Categories when exporting?

 
1 Comment 1
JuliaMikkaelaQ
QuickBooks Team

I am running a report for Products and Services and exporting to Excel. It did not print the Categories. How can I include the Categories when exporting?

I can see the benefits of including categories in your exported files, @christineab. I'm here to guide you on how to access these categories in your reports.

 

If you're referring to the categories of a specific product or service, please know that it'll be included automatically in the Product & Service Name column, which is separated by a semi-colon. 

See screenshot below:

               1.png

 

On the other hand, if you're concerned about account category, you need to customize the report to include it. Here's how:

 

  1. Go to Reports in the left navigation panel.
  2. Search for Product/Service List in the search bar.
    1.png
  3. Click the Switch to Classic View.
    1.png
  4. Click the Customize button.
  5. Under Rows/Column, click Change Columns.
    1.png
  6. Select Income Account and Expense Account.
  7. Click Run Report.
    1.png

 

After generating the report, you can now export it to an Excel file.

 

You can check these articles to learn more about managing products and services in the program:

 

 

Let me know if you have other concerns about managing your reports. I'm here and other Community support to help you address them.

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