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
35 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.

F

francesaj

I followed this advice (thank you), and I found I have zero categories. However, my old bookkeeper definitely set up many categories. I just want to edit them to be more precise. Where else can I edit categories if they arent' where you described, but they are in there? Thanks in advance!

Rubielyn_J

Level 8

I understand your eagerness to modify the categories according to your needs, @francesaj.

Count on me to provide unwavering support and assistance, guiding you toward the optimal support channels to ensure successful editing of your categories according to your specific needs.

Typically, you should be able to see the lists of categories in the Product and Services and under the More dropdown menu. Since it's showing zero categories, I recommend contacting our support team directly. They have the tools to check your account and verify the root cause of your concern.

Here's how:

Sign in to your QuickBooks Online company.
Select Help (?).
Choose either tab to get started:

Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.

Moreover, you can run sales or inventory reports to help group products and services by category. You can expand or hide each category and quickly find details for specific items.

Keep me posted if you have further concerns with modifying categories in QBO. I'll be around to help you. Stay safe!

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