Product Category Grouping

Hi there, @YESS LLC. I'd be happy to assist you in viewing your products by category in QuickBooks Online (QBO).

To view your products by category in QBO, you can apply filters to the Products and Services tab. By filtering the tab by category, you can easily see all the products that belong to a specific category. Here's how you can do it:

1. Click on the Gear icon and select Products and Services.
2. Click on the filter icon.
3. Select Category and tick the categories that apply from the Category dropdown arrow.
4. Hit Apply. 

Please see the attached image below:

Alternatively, if you're pulling up the Product/Service List report, grouping it by category is not possible. However, you can export the report to Excel and then customize it further.

Additionally, if you want to learn how to see your best sellers, what's on hand, the cost of goods, and more, you can read our article guide. It will help you learn what reports to use to get helpful insights on the things you buy and sell, and the status of your inventory: Use reports to see your sales and inventory status

Please let me know if you have any further questions or concerns about the Products and Services category in QBO. Just reply to this post, and I will get back to you. This way, we can take a closer look and resolve it together.

This only filters out a particular category.  I am looking to be able to view the products by category.  Here is an example.  Do you see how 'sprinklers' and 'pest control' are titles?

Thanks for coming back here, @YESS LLC.

Let me help you group your products by category.

Based on your example screenshot, you should be able to put a checkmark in the Compact and Group by Category box in the Product and services Gear icon. Here's how:

1. Go to Sales and select Products & services.
2. Click the Gear icon in the right-hand corner below.
3. Below the Rows, tick the box of Compact and Group by category. See the screenshot below for reference: 
   

You might want to learn which report to run depending on what kind of Products & services info you want to see. Feel free to read this article: Use reports to see your sales and inventory status.

Leave a comment below if you have additional questions about managing your product lists. I'll be willing to lend a hand. Keep safe and have a good one.

Thanks but I do not get that options from the wheel and compact.  See the screenshot

Hello there, YESS. Thanks for returning to this thread and adding a screenshot for additional reference.

The Group by Category feature is available for older or existing QuickBooks Online accounts. However, upon reviewing your screenshot, I noticed that you're using an updated version of QuickBooks Online. That's why you're not seeing that option. 

Alternatively, you can manually export the data to Excel and then manually filter the items by category. To export, simply click on the Export to Excel icon.

If you wish to have additional features in QBO, you also have the option to upgrade your plan to Plus if you're currently using Essential or Simple Start. If you're already using Plus, you can upgrade to Advanced.

Feel free to reach out if you have any more questions about managing items in your QBO account. We're here to assist you.

So I upgraded to Advance and still no option to group.

I can see the significance of grouping the products by its category in QuickBooks Online (QBO), @YESS LLC.

Since you've upgraded to advanced, the option to view the products by its category is unavailable in QBO because of the compact mode option. 

I encourage you to send feedback to our Product Development Team. We promptly review customer requests and consider them when prioritizing product enhancements. 

Here's how: 

1. Sign in to your company.
2. Click the Gear icon, then choose Feedback.
3. Enter your comments in the description box.
4. Once done, hit Next.

Additionally, here's an article that you can browse through to get helpful insights on the things you buy and sell, and the status of your inventory: Use reports to see your sales and inventory status. 

Should you need any assistance about managing your product lists, let us know by leaving a comment below. We're always here to lend a hand. Stay safe.