Where do I find the class and categories in QB online?

They are turned on in company settings = advanced, if you have the plus version

The tracking categories (classes and locations) options are only available in QuickBooks Online Plus, kamini. 

You might want to upgrade your subscription if you're using QuickBooks Online Simple Start or Essentials.

Here's how we can turn on the class function:

1. Click the Gear icon in the upper-right corner and select Account and Settings.
2. Select Advanced tab and go to the Categories section.
3. Mark the Track classes box.
4. Then, choose how you want to assign the classes.
5. Click Save and Done.

Now, here's how you can create a class:

1. Click the Gear icon in the upper-right corner and select All Lists.
2. Choose Classes and click the New button.
3. Set up the class and click Save.

You can use this article for reference, too: How to Set Up and Use Class and Location Tracking.

Let us know if you have another concerns.

ok, this needs further instruction: this is about turning on class. What about just product categories?

Hi James

Please address turning on just category for products and items. Not Class. thanks

Hello there, @Robman.

I appreciate you for getting back to us here in the Community. I can provide some clarification about the categories in QuickBooks Online.

You can use the class tracking feature to categorize products and services from your transactions. I recommend selecting the One to each row in transaction option to add a category to each line.

Please see screenshots below for your visual guide:

I've also attached an article you can use to classify your products and services, as well as some information about class tracking:

• Group your products and services into different categories.
• Turn on class tracking in QuickBooks Online

Fill me in if you have additional questions about using QBO. I'm always here to help. Take care always.

dude you are missing it completely.

There is a feature in QBO called product categories. It was not there in QB Desktop. It allows you to assign items to a category (like subitems on QB Desktop).

This a very useful feature.

I am unable to turn it on in one company - totally stumped. If someone knows the answer how to turn it on to enable grouping into categories please let us know

Appreciate your prompt response, Robman.

Let me guide you on how to group product and services items into categories to keep things ordered. 

You can create and use a category to group items of the same type. However, if you'd like to be more precise, then create sub-categories.

Here's what you'll need to do:

1. In the left menu, click Sales. 
2. Go to the Products and Services tab. 
3. Tap the dropdown More ▼, then select Manage categories.
4. Choose New category and enter the name of the category. If needed to create a sub-category, pick Is a sub-category checkbox and the main category.
5. Hit Save when done. 

In this feature, you also have an option to pick a category when adding a new inventory product, service, or non-inventory product as well as adding an existing product or service to a category. 

To learn more about this process, read this resource: Group your products and services into different categories.

For your reference, you may find these articles helpful:

• Add sales tax categories to your products and services
• How to Use Bundles: Grouping Products & Services

If there's anything else I can do for you, let me know by commenting below. I'd be around to answer. Have a nice day.

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Your answer is correct and if the thing is working it would be applicable... but as it stands it is not helpful.

So for all of you out there that CANNOT ACCESS THE CATEGORIES OPTION:

I have just dealt with Support and we cannot get it fixed. But, there are some new steps along the way that might help you:

in the url (using Google Chrome browser) edit the current page location... to go to categories page. it will look like this: "…qbo.intuit.com/app/categories". that will take you to a page that invites you to switch to using categories. This is supposed to work then...but it didn't for me.
I also created a new admin user and logged in with them. They actually had a pop-up to activate it, but it didn't work either.

I will follow up this post with the eventual cause of the problem and solution once we have it.

Thanks for reaching out to the Community, Rob - PRSM.
 

I appreciate you working with our Customer Care Team on this and trying their suggested troubleshooting steps. As mentioned by Rustler and my colleague, JamesDuanT, the categories feature is only available with a QuickBooks Online Plus subscription. If you're using any other plan, it won't be an accessible option.
 

Here's how to check your account and upgrade it:
1. Use your Gear (⚙️) icon, then go to Account and settings.
2. Open the Billing Subscription tab.
3. In your QuickBooks Online tile, select Upgrade your plan.
4. If you'd like to upgrade, choose a new plan. The one you're currently subscribed to won't be displayed.
 

If our Plus subscription wasn't being used previously and you've now switched to it, you can follow the steps provided by JamesDuanT to get started with class tracking.
 

You'll also be able to find many resources about using QBO in our help article archives.
 

If there's anything else I can help with, feel more than welcome to reach out anytime. Have a great Friday!

ZackE - your post is yet another display of you guys giving an answer because you feel you must, using much more words and discussion than is needed too, without adding any valuable solution to the matter, with the result that you only confuse the matter and make it hard for people seeking solutions to find them. My opinion!

Thank you for the link to the Categories page. I also tried to switch to categories, and it failed. The page leads you to think that it will change all of your parents to categories and set all your sub-products to those categories. It does not do that. I turned off sub-product for every product - don't forget inactive products. It finally worked. Now I have to go back and assign my products to categories.

I m facing all the problems as you . Please let me know if you got any solution.

Hi there, vgkish,

Thank you for joining in on the thread. I'll be happy to provide more information about finding your categories and classes.

The categories and classes can be found in the All Lists section. You can go there by clicking the Gear icon and choosing All Lists. Please refer to the screenshot. If you still don't see them, please contact our Support team so they can do a screen-sharing session to check this further.

To contact our Support team:

1. Click Help and choose the Search tab.
2. Click Contact Us.
3. Enter a sentence to describe the issue and click Continue.
4. Choose Chat or Callback.

On the other hand, if you want to see the articles for QBO, just go to the main support page, scroll down a bit, and click More topics.

Let me know if you have any other concerns. Have a good one!

Did you ever get an answer to this? I am having all the same issues with QB Support not being helpful at all. 

We appreciate you reaching out to this thread, Lost16.

I recognize the experience you had with the support team, and I want to ensure we've got the right information about your concern. Can you share specific details or screenshots about the issues you've encountered with the product category feature in QuickBooks Online? All possible insights shared by my colleagues above can guide you on how to enable, manage, and set up categories for your product and service items. If you haven't seen this option, you may refer to the information shared by JamesDuanT above, and you can follow the steps outlined by MirriamM and JessT when managing your product categories.

Any supplementary information you can provide will be greatly appreciated as this will help us identify further and extend necessary assistance to ensure a resolution of your concern.

Let us know in the comments below for any updates. We'll be around whenever you need help. Have a good one!

I should have the "Manage Categories" as an option when I hit the "More" button and I do not.

I have tried the hyperlink as well as everything else stated above, and it did not work. I transferred from desktop to QBO and I have been told that may be the issue, but it appears that this has been going on for 3 years and no one has an answer. I am paying for this feature, and I would expect someone to be making it a priority. I have another company that I started straight from QuickBooks Online and that option is available. 

Hello there, @Lost16. I appreciate all of your efforts to get this sorted out. I understand the importance of having the Manage Categories option in your QuickBooks Online account.

I checked with our backend team and learned that your issue with the Manage Categories option is part of an ongoing investigation. Please know that our product engineers actively working to know the root cause of this issue.

For now, I'd recommend getting in touch with our Customer Care Team for any updates about the investigation. Rest assured, you'll receive an email notification once we get this sorted out.

Before diving in, I encourage checking our support hours first to ensure that we address your concerns time. Here's how to connect with us:

1. Sign in to your QuickBooks Online account.
2. Go to Help.
3. Select Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

I've also attached an article you can use to classify your products and services:

• Add product and service items to QuickBooks Online
• Group your products and services into different categories

I'm also taking notes of your experience and improve our services in the future. If you have other concerns with QuickBooks Online, I'm all ears. Just post your reply here, and I'll get back to you.

TRAVELING MAILBOX HTTPSTRAVELINNC how to categorize this

Good morning, @samra areej. 

Thanks for joining in on this thread. 

The best route would be to consult with your accountant to be sure on how to categorize this. They'll be able to give you accounting advice based on how your business is ran. 

You can review the other guides listed on this thread in the above responses to get more details about categories. 

I'm only a post away if you need me. Have a wonderful day! 

This OLD info should be REMOVED. That is not how it is set up or found in 2024. Wasted time.