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April 6, 2020
Question

How do I edit the Category items?

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

14 replies

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.

April 2, 2024

What if the category can't be found in the product category?

 

QuickBooks Team
April 2, 2024

Welcome to the thread, Jamile.

 

I'm here to ensure you can see the category on the Product Categories page.

 

If the category you're looking for can't be found on the Product Categories page, I recommend clicking the Gear icon at the top of the ACTION column and setting the rows. Some of your categories might be hidden.

 

If not, I recommend performing some troubleshooting steps to investigate the cause of the issue. You can log in to your QuickBooks Online (QBO) account via incognito mode or a private window. This way, it confirms if the cache is the cause.

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

If you're able to see the category you're looking for, go to your default browser and clear the 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 may be having a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

 

To get helpful insights on the things you buy and sell, and the status of your inventory, you can check out this article on what reports to run: Use reports to see your sales and inventory status.

 

If you need further assistance or have any other questions about product categories, please let me know. I'm always here to help!