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R
ronbear2017
May 5, 2024
Question

How do I add a category

  • May 5, 2024
  • 5 replies
  • 110 views
Trying to modify expense categories to my specific uses

5 replies

E
Ethel_AQuickBooks Team
QuickBooks Team
May 6, 2024

You can add a category from the Gear icon, @ronbear2017.

 

From the Gear icon, you can add another Product & Service category under Settings. For the complete details, follow the steps below:

 

  1. Go to Settings ⚙, then select Products & services.
  2. Click More ▼, then Manage Categories.
  3. Select New category, then enter the name of the category.
  4. Click Save.

 

Once done, you can navigate to the Sales menu and click on Product & services to group similar items under the same category. Select the checkbox for each item that belongs to the same category and choose the appropriate category from the Assign category drop-down list.

 

Here is an article for the detailed steps and learn more about categories: Group products and services into different categories in QuickBooks Online.

 

You have the option to create different types of reports that can provide you with useful information about your sales, purchases, and inventory status.

 

Feel free to click the Reply button below if you need further assistance in managing your Products and Services in QuickBooks Online. I'm always here to help. Have a great day.

A
ASECOP-JBP
February 5, 2025

Ethel, hello. I also am trying to add a category. The item would be an expense, not a sale. How are expense categories added? Thanks.

 

JBP

A
AdonLQuickBooks Team
QuickBooks Team
February 6, 2025

 

Thanks Zack. Can an addition be deleted? It seems not, one can only select  'inactive'.

 

Take care.

JBP


Your observation is correct, ASECOP-JBP. The expense category in QuickBooks Online (QBO) can only be inactivated to remove it from the list. The details below will clarify things.


Making an account inactive will remove it from the Chart of Accounts (COA) and other areas where accounts are selectable. However, any associated transactions will remain in your company data and can still be accessed by re-activating the account again.

 

Here's how you can deactivate an account:

 

  1. Go to the Gear icon and choose Chart of Accounts.
  2. Find the expense account you want to delete.
  3. Click the drop-down arrow under the Action column.
  4. Select Make inactive.

 

If you want to see your inactive accounts, here's how:

 

  1. Navigate to the Chart of accounts.
  2. Next to the printer icon, click the Settings icon.
  3. Tick the Include inactive checkbox.

 

 

For more details on this process and which accounts you can delete, edit, or merge, refer to these resources below:

 

 

If you'd like expert assistance managing your COA, check out QuickBooks Live Assisted. They are professionals specially trained in QuickBooks and can offer valuable insights:

 

We appreciate your effort in posting here in the Community space. If you have further questions about deleting an expense account from the COA, notify us below, and we'll get back to you as soon as possible. Have a productive day ahead, and stay safe!

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