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uservince
Level 1

How do I make itemizations of all my categories? I have some items of the same category that are not placed.

 
1 Comment 1
Rejeil_O
QuickBooks Team

How do I make itemizations of all my categories? I have some items of the same category that are not placed.

Hello there, @uservince.

 

Let me share some insights on how you can itemize your categories in your QuickBooks Online account.

 

If you want to create a category in your Chart of Accounts, you can follow the steps provided below. Please make sure to make the account name unique to avoid duplicate categories. Here's how:

 

  1. Go to the Accounting tab.
  2. Select Chart of Accounts.
  3. Click the New button from the upper-right corner.
  4. Choose the Account type in the field.
  5. Select Detail type.
  6. Enter the name of your account.
  7. Write a description in the Description field.
  8. If you want to add a sub-account, put a checkmark in the box beside Is sub-account. Refer to this article: Create subaccounts in your chart of accounts in QuickBooks Online.
  9. Choose the option you want to start tracking your finances on that account in the field.
  10. Hit the Save and Close button.

 

Also, if you're trying to create a product and services, you can add as much as you want. You can follow the steps provided in this article as your reference: Adding Products and Services, Customers, and Vendors to Lists.

 

In case you already have an existing account from another QuickBooks Online or Desktop account, you can move it over here. Please refer to this article for the steps: Move your chart of accounts to QuickBooks Online.

 

If you have additional questions, please don't hesitate to leave a message in the comment section. I'll be around here in the Community to help. Take care, and have a great day!

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