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April 6, 2020
Question

How do I edit the Category items?

  • April 6, 2020
  • 1 reply
  • 28 views
No text available

1 reply

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.

July 30, 2024

I don't seem to have a more option. What should I do?

MsNorthPND1881
QuickBooks Team
July 30, 2024

I can help you to see the More ▼option to category items. To edit or remove a category in QuickBooks Online, @marinepestcontrol.

 

There are two options that you can see the  More ▼ option. Where you can edit the category items. I'll provide you with some steps for you to follow. Here's how:

 

The first option is in the Sales Tab.

 

  1. Choose Product and service.
  2. Select the More ▼ and pick Manage categories.
  3. Make sure to select the correct name, and click Edit.
  4. You will routed to Category information, the Save.

 

The second option is in the Gear icon.

 

  1. Under List, select All lists.
  2. Choose Product Categories.
  3. Make sure to choose the correct name, and click Edit.
  4. Under Category information, the Save.

 

See the screenshot added below.

 

 

For more details to learn how to organize your products and services check out this article: Group products and services into different categories in QuickBooks Online.

 

If you have other questions while working on your editing category items, let me know by leaving a comment below. I'm just a few clicks away to help.