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T
truruts-
April 6, 2020
Question

How do I edit the Category items?

  • April 6, 2020
  • 14 replies
  • 65 views
No text available

14 replies

K
kjszjasjs
April 6, 2020

Hey there, Truruts-.

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

  1. Go to Sales and select Products and Services.
  2. Select the More ▼ drop-down, then Manage categories.
  3. Select Edit from the Action column.
  4. 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
January 24, 2022

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)

I
Idaho
April 18, 2022

.

Thank you for the screenshot, Nefastis.

 

I'd like to share a few more steps in addition to what my colleagues have shared.

 

You can also go to all your lists to access the product categories section, and you can edit them from there.

 

  1. Click the Gear icon and choose All Lists.
  2. Choose Product Categories.
  3. You can edit the category names or click ▼ beside Edit to remove a category.

 

Another way is to click on this link while your QuickBooks is open: https://app.qbo.intuit.com/app/categories

 

If non of the steps works for you, please contact our QBO Support to check this further.

 

Let me know if you need anything else. Have a good one!


I have tried all the suggestions, and all I get is one category that shows.

 

Can you help?

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