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C
Cardpeople
February 6, 2024
Question

Categories

  • February 6, 2024
  • 1 reply
  • 10 views

Hi

I've noticed the appearance of "Categories" with my new update to QBE (desktop) 2024. What are the advantages of categories? How are categories different in function to:

1. Items and sub-items?

2. Item Groups?

 

Thanks

1 reply

A
Aldren18QuickBooks Team
QuickBooks Team
February 6, 2024

Hello Cardpeople,

 

I'm pleased that you're exploring the latest features of QuickBooks Enterprise 2024. We use Categories in this platform to classify and group products and services. This feature makes it convenient for you to track and report on your business activities. You can set a hierarchy with up to four levels of subcategories to rank your categories.

 

Moreover, we use Items and sub-items to track and sell inventory, while categories are for classification and grouping products and services. 

 

Additionally, Item groups are used to organize and group similar items for reporting and analysis purposes.

 

To better manage and filter your reports by categories, I recommend reading the article: Use Item Categories in QuickBooks Desktop Enterprise.

 

Feel free to let me know if you have any further questions about categories. I'll be right here to answer them.

C
CardpeopleAuthor
February 8, 2024

So, if I already have items and subitems set up there's no reason I would use categories right? Functionally, it's the same?

JaeAnnC
JaeAnnC
Level 6
February 8, 2024

Yes, you're right, @Cardpeople. Please know that assigning categories to items in QuickBooks Desktop (QBDT) is entirely up to your own decision and preference. Allow me to share further details.

 

Items and sub-items are different from categories. Sub-items are used when there is more than one choice for an item and help you track sales accurately. On the other hand, categories allow you to group products based on item type, location, department, or any other criteria that make sense for your business. This way of grouping also gives you a clearer picture of your sales and see what types of services are prevalent. The total for each category helps you know where the bulk of sales comes from.

 

Moreover, I'll share this pointer to help you keep track of your sales and expenses using predefined sales and vendor reports in QBDT: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Keep in touch if you have any clarifications about item categories in QBDT. The Community is here to clear your confusion. Stay safe, and have a great rest of the day.

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