Hey there, Truruts-.I can help with those category items. To edit or remove a category follow these steps. Go to Sales and select Products and Services. Select the More ▼ drop-down, then Manage categories. Select Edit from the Action column. Make the changes you want and select Save. Or select Remove and then OK.This article also goes into more details on products and services categories. I'm here to help if you have any questions.

Question

How do I edit the Category items?

Forum|Forum|6 years ago
April 6, 2020
1 reply
28 views

No text available

QuickBooks Online

K

kjszjasjs

Hey there, Truruts-.

I can help with those category items. To edit or remove a category follow these steps.

Go to Sales and select Products and Services.
Select the More ▼ drop-down, then Manage categories.
Select Edit from the Action column.
Make the changes you want and select Save. Or select Remove and then OK.

This article also goes into more details on products and services categories. I'm here to help if you have any questions.

N

Nefastis

Hello,

The "More" menu under Products and Services doesn't seem to have "Manage Categories" any longer, just "Run Report" (screenshot). Please advise where this might have moved?

(FWIW, I'm the account owner and a full admin on the account)

N

Nefastis

Hi there, Nefastis.

I have replicated your concern on the Test Drive company, in which I was able to see the Manage categories under the More drop-down menu on the Products and services page. I also checked if there's a reported concern about this but haven't found one.

This may be webpage cache issue since the Manage categories button is missing. To verify this, we can try using your browser's incognito feature. This feature doesn't use the existing cache files, which makes it a good place to test if there's an issue with the browser.

Here's how:

Press the Ctrl + Shift + N (Google Chrome) keys on your keyboard.
Press the Ctrl + Shift + P (Firefox or Internet Explorer) keys on your keyboard.
Press Control + Option + P (Safari) keys on your keyboard.

After that, try to check if the manage categories button is there. If it works, go back to your default browser and clear cache. See Clear cache and cookies to fix issues when using QuickBooks Online for more information.

Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on maybe have a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

For more details in handling your Products and services items, see the below articles:

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

Thanks @MirriamM for the expedient reply, but the browser doesn't seem to be the issue.

With Chrome, Chrome incognito, Firefox, and Safari I see the same result (grabs attached). I cleared cache on all three with the same result -- only "Run report" shows in my dropdown.

The dropdown does display correctly on the Test Company link you shared.

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