Let's run some steps to determine why you're getting an error,
A browser-related issue may be preventing you from modifying the category of your product and services.
To start with, let's open QuickBooks in an incognito window. It isolates any browser-related concerns. You may use these keyboard shortcuts to open one:
If it works, you can go back to a regular browser and clear the cache. Once a cache is piled up, it can be a reason for some unexpected behavior on the opened pages like QuickBooks.
You can also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.
You may bookmark this article that has information when grouping items: Group your products and services into different categories.
May your business continue to bloom in the coming new year! Have a great day!
Thanks for sharing an update regarding the actions that you've taken to error when switching categories sorted out, @oandj19.
When switching items to categories in QuickBooks Online, make sure that there are no open transactions in the item that you're trying to switch. You also need to verify that there are no entries that link both the items and sub-items.
Moreover, the dates and quantity of the product/service will also affect the transaction on your inventory reports when switching categories. I recommend checking this information if it's accurate.
Once verified and the problem continues, I suggest reaching out to our Customer Care Team. They have the tools that can help further investigate the root cause of this error.
Here's how you can contact them:
I'm just a few clicks away if there's anything else you need. I'll ensure you're all set. Wishing you all the best in everything that you do.
@BettyJaneB !!! Thank you for this info! It’s the most insight anyone has provided!
Just to make sure I understand correctly, I cannot have any pending estimates or open or overdue invoices containing any item I am that I am trying to move over to categories, correct?
Yes, you're correct, oandj19.
Open transactions can prevent it from switching over to categories. You can run a quick report for that item you want to verify. From the Products and Services page, find the item and select Run report from the Edit drop-down.
In addition, I checked our records and found out that this has been reported already. Our Product Team is now working to fix this. If you haven't yet, I suggest contacting our Support Team so they can add your company to the investigation.
The new "Help" menu interface:
For the old "Help" menu:
I added some articles for more details about product and services:
Leave a comment again if you need more help. We'll respond as soon as we can.