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.
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.
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!
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:
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.
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.
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.
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?
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:
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.
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:
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!