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blc1423
Level 1

Categories

Can i custom my  categories?  example Food Supplies

10 Comments
KhimG
QuickBooks Team

Categories

Greetings, @blc1423.

 

Let me be the first to welcome you to the Community. I’m here to share some information about categories in QuickBooks Online.

 

Yes, you can create a parent category with sub-categories to further characterize a specific type of work. Let me show you how:
1.    Go to the Gear icon and select Products and Services.
2.    Select Manage Categories from the More button drop-down list.
3.    Choose New category.
4.    In the Category information panel, enter the name of the new category.
5.    Click the Is a sub-category checkbox and select the parent category from the drop-down list.
6.    Hit Save.

 

products and services 1.PNG products and services 2.PNG products and services 3.PNG products and services 4.PNG

 

If you want to edit an existing category, follow the steps below:
1.    Go to the Gear icon and select All Lists.
2.    Choose Product Categories.
3.    Locate the category to edit.
4.    From the Action drop-down, select Edit.
5.    In the Category information panel, edit the category name or select or clear the Is a sub-category checkbox.
6.    Hit Save.

 

For more information, please check out these articles: 
•    Set up categories in Products and Services.
•    How to use and manage product categories.

 

That should answer your question for today. Let me know how it goes. Post again in the Community if you need anything else, I’ll be here to help. Wishing you and your business continued success!

blc1423
Level 1

Categories

My Gear icon does not have that drop down.  I have the self employed account

IamjuViel
QuickBooks Team

Categories

Thanks for alerting me about this concern, @blc1423.

 

Are you prompted with an error while navigating in your QuickBooks account? Were you able to capture a screenshot of the error? This is for me to investigate this issue on my end

 

In the meantime, let's apply the following troubleshooting steps to isolate this and make sure this is not browser-related issue:

  • Sign in to your QuickBooks Self-Employed account using an incognito or private browser. 
    • Google Chrome, press CTRL + Shift + N
    • Mozilla Firefox: press CTRL + Shift + P
    • Internet Explorer: press CTRL + Shift + P
    • Safari: press Command + Shift + N
  • The stored data in your browser's history can cause some odd errors and may affect the performance of QuickBooks, you may want to clear your browser's cache to avoid this.
  • You can use the Browser Health Checkup Tool to check any issues with your browser’s health and its compatibility with QuickBooks Self-Employed.

These guides can also come in handy: https://community.intuit.com/quickbooks-self-employed.

 

If the issue persists, I'd suggest contacting our Customer Care Team. An agent will be able to access your account on a secured environment and further help you via secured remote access session.

 

Let us know here in the Community if your have other questions about navigating around QuickBooks Self-Employed.  I’m always here to help.

Raez
Level 1

Categories

How do I know if I am choosing the correct category, when I am categorizing transactions? Is there a right or wrong? 

RCV
QuickBooks Team
QuickBooks Team

Categories

Thanks for checking in with us, Raez.

 

When it comes to categorizing or linking a transaction to an account, it would be best to consult your accountant. They'll provide you detailed information on what posted account you need to apply to the transaction. This way, you'll know if you are choosing the correct category or not. 

 

For more details about categorizing bank transactions, please refer to these articles:

 

I'm just one comment away if you need a hand with reconciling your bank transactions or any QuickBooks Online related. I'll be here to help.

Raez
Level 1

Categories

Thank you so much! :-) I've been trying to find your reply from my very first question. So sorry I'm just replying.

 

I was wondering if you could explain how I categorize a transaction in my client's savings account that is an Owner's Draw? QBO automatically categorized it as a Transfer but when I add the record, it takes my QuickBooks balance up, then the Bank Balance is different from the QuickBooks balance. 

 

Thank you!

 

Ra'Chael 

jeannettepizarr
Level 3

Categories

HI,

When I choose the drop down arrow in more it only lists run reports as an option. I cannot find anything in the account settings to enable the category option.  Any suggestions?

 

thanks

Ryan_M
QuickBooks Team

Categories

Hi @jeannettepizarr,

 

Let's go through a few steps you can attempt so you can create categories in QuickBooks Online (QBO).

 

Unexpected issues such as the situation you stated are usually caused by a browser's stored cache. To isolate this, follow the steps below:

 

  1. Open your browser's private window. 
    • Google Chrome: Ctrl + Shift + N
    • Microsoft Edge: Ctrl + Shift + P
    • Firefox: Ctrl + Shift + P
    • Safari: Command + Shift + N
  2. If that works, go back to your regular browser and clear its cache.
  3. If the issue persists, open an alternate browser that's available for you. 

Once that's done, take a look at this article: Group your products and services into different categories. You'll find steps on how you can categorize your products and services, as well as screenshots on how you can use it in transactions and the reports.

 

Feel free to post a comment below for any other questions you might have. I'll be sure to get back to you. 

jeannettepizarr
Level 3

Categories

Thank you for the quick response. I tried an incognito browser and tried a new browser all together and that did not work.  Any other suggestions?

 

thx

Adrian_A
Moderator

Categories

I appreciate you for trying the steps above, jeannettepizarr.

 

I've checked on my end for any outstanding investigation about this. However, there's none as of this time. That said, I'd recommend reaching out to our Phone Support team for this to be investigated further.

 

Here's how to contact them:

 

  1. Click the ? Help icon, and then Contact Us.
  2. Enter The Group categories option isn't available on my end as your keyword.
  3. Click Let's talk.
  4. Select either Start Messaging or Get a callback from us.

 

Once everything's fine, you can check this article for more information when categorizing products and services: Group your products and services into different categories.

 

Feel free to get back to me if there's anything that I can help you with. Stay safe!

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