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ayo-ogunlade
Level 1

I am trying to prepare an estimate and i want to be able to add a category head for my products which will have no price/quantity in front of it

 
1 Comment
AlcaeusF
Moderator

I am trying to prepare an estimate and i want to be able to add a category head for my products which will have no price/quantity in front of it

Welcome aboard to the Community, @ayo-ogunlade.

 

You'll need to configure the existing items from the Products and Services section to add a category above it (see sample screenshot of the result).

 

 

Please follow these steps:

 

  1. On the left navigation bar, click Sales.
  2. Go to the Products and Services tab. 
  3. Search for the product you want to add a category head.
  4. Hit Edit.
  5. Below Category, add the category head. 
  6. Click Save and close.
  7. Repeat the same steps for your other products.

Once done, you can start creating the estimate by clicking the Plus sign and selecting Estimate. The sample screenshot below serves as your visual reference on the outcome:

 

 

For additional information, I've attached an article about grouping products and services into different categories: Group your products and services into different categories.

 

If you have additional questions or concerns while working in QBO, leave a comment below. I’ll be happy to help you out.

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