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L1v1ngW0rd
Level 2

How do I change a category name?

 
5 Comments 5
MaulikH
QuickBooks Team

How do I change a category name?

Hi there, L1v1ngW0rd.

 

Glad to have you here in the QuickBooks Community. I'm here to help. Just follow these steps to change a category name.

  1. Go to the Sales menu, then select Products and Services.
  2. Select More, then Manage Categories.'
  3. Select Edit from the Action column.
  4. Make the changes you want and select Save. Or select Remove, then Ok.

I also recommend checking out this article to learn more about categories: Categories in QBO.

I'm always here as well to help if you have any questions.

L1v1ngW0rd
Level 2

How do I change a category name?

I have quickbooks basic and don't have the "more" option when I'm in Products and Services.

L1v1ngW0rd
Level 2

How do I change a category name?

When I'm in "products and services" in "Sales," "More" is not an option.  I have the lowest, most basic version of Quickbooks, if that explains why that isn't there for me.

MirriamM
Moderator

How do I change a category name?

I appreciate you performing the steps to change a category name, @L1v1ngW0rd.

 

No matter what version of QuickBooks Online (QBO) you may have, the More drop-down button is always available. 

 

When QuickBooks has unexpected behavior, it is recommended to use a private browser. This is to verify if this is caused by the system or your browser. 

 

You can use the keyboard shortcuts below:

  • Chrome: Ctrl+Shift+N
  • Internet Explorer: Ctrl+Shift+P
  • Firefox: Ctrl+Shift+
  • Safari: Command+Shift+N

Once done, try to manage categories again. Check to see if it works. If they are, then your main browser may have too much historical data from previously visited websites which slows down internal processes and causes this kind of behavior.

 

To ensure this doesn't happen again, it's a good idea to clear the cache of the browser you're using. The following article contains the additional insight, as well as steps for the supported browsers: Delete or disable cache and temporary internet files in your web browser.

 

Let me know how it goes. I'll be looking forward to hearing back from you. Have a great day!

MartyDroid
Level 1

How do I change a category name?

I too am looking to edit some of my categories and when I go to products and Services and hit the More box I just get the option to Run Report.

 

I tried also from a guest instance of edge and a guest instance of google chrome and get the same experience there too so we can rule out the cache and cookies.

Are there versions of QB that do not have access to the category list?

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