How do I create a new subcategory?

Greetings, @stephenmeyer3-me! I'm glad to assist you with setting up a subcategory for your group items in QuickBooks Online. Let me guide you through the process to make it super easy.

I'll show you how:

1. Go to Settings ⚙, then choose Products & services.
2. Select More ▼, then Manage categories.
3. Click the Create New Category, then enter the name of the category.
4. Checkbox the This category is a sub-category.
5. Hit on Save.

For your convenience, visual references are provided below as an additional resource.

In case you want to edit or delete a category in QuickBooks, you can follow the steps described in this article: Group products and services into different categories in QuickBooks Online.

Please let me know if you need any further assistance in managing your products and services in QBO. I'll be happy to help. Have a great day!

Thanks for your quick; however after I go to settings, then products and services, there is no option to select "more"   

Thanks for your quick response; however after I go to settings, then products and services, there is no option to select "more"  

We take some troubleshooting measures to help fix the issue, Stephen. This could be an issue related to your browser.

To begin, let's access your account through your browser's incognito mode. An incognito window will prevent the browser history from being saved. Please refer to the following keyboard shortcuts based on your browser type:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N
•  

Alternatively, you can clear the browser's cache to eliminate common errors that may hinder the application from working properly. Clearing the cache will reboot the system, allowing you to work with a clean slate. You can also use other supported browsers to see if the issue persists. 

In addition, when you generate sales or inventory reports, products and services are organized by category. You can expand or collapse each category to easily locate details for specific items, as categories assist with report organization.

Keep us posted if you have further questions about managing subcategories in QuickBooks Online. I'll be of help. Best regards. 

None of these proposed solutions have worked.

Good morning, @stephenmeyer3-me. 

I appreciate you coming back and letting us know that those steps didn't work. 

Since this is the case, I recommend contacting our Customer Support Team for further assistance. They'll be able to use a screen share to walk you through some additional steps to help you out/ Here's how: 

1. Go to the Gear icon in the top right-hand corner. 
2. Press the Contact Us button. 
3. Enter your question and hit Let's talk. 
4. Scroll down and choose to Get a callback. 

It's that easy! 

Keep us updated on how the call goes. I'm only a post away if you need me again. Have a wonderful day! 

Same problem.  No "MORE" button to choose from.

This seems like the most basic thing to do is to put in a new category or sub category.

Let's do some troubleshooting steps to resolve the issue when adding a sub-category in QuickBooks Online, Johnny. 

We can let the More option appear on your screen by accessing your account using a private browsing window. It can help us if the issue is related to your browser.

Here are the keyboard shortcuts:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

Furthermore, we can follow other suggested troubleshooting steps provided by my colleague above about clearing the cache and using other supported browsers to resolve the case.

However, if none of these fixes the issue, I suggest contacting our QuickBooks Support Team. They have tools to check the cause. They will also submit a ticket to our engineering team to alert them about the issue if necessary.

I'm just a message away if you need further assistance managing your products and services within QuickBooks Online (QBO). I'm always happy to help you out again.