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Intuit
78 helpful votes

How to use and manage product categories

You can easily organize the items you sell by classifying them. Learn how to use and manage product categories from within QuickBooks Online to help you save time when completing sales transaction forms.

Add a category

After you add a category, you can assign your products and services to it.

  1. Go to Settings ⚙.
  2. Under Lists, choose All Lists.
  3. Select Product Categories, then New Category.
  4. Enter the name for your category.
  5. (Optional) Create a sub-category.
    1. Add a check to the box before Is a sub-category.
    2. Choose a category from the drop-down. (Note: You can have up to four category levels. For example, you can have a parent category called Clothes and three sub-categories: Men's clothes, Shirts, and T-shirts.)
  6. Select Save.

Edit a category

When you edit a category, all products, services, and sub-categories are updated automatically.

  1. Go to Settings ⚙.
  2. Under Lists, choose All Lists.
  3. Select Product Categories, then choose the category you want to edit.
  4. Select Edit and enter your changes.
  5. Select Save.

Remove a category

When you remove a category, items assigned to it are either moved up by one sub-category level or reclassified as Uncategorized.

  1. Go to Settings ⚙.
  2. Under Lists, choose All Lists.
  3. Select Product Categories, then choose the category you want to edit.
  4. Choose Remove in the drop-down under the Action column.
  5. Select OK to confirm the action.

Show or hide categories

You can elect to show or hide categories when you print or email a sales form, depending on what you want your customer to see:

  1. Go to Settings ⚙.
  2. Under Your Company, select Custom Form Styles.
  3. Select a form and choose Edit.
  4. Select the Content tab, then select the Pencil icon in the middle section of the form.
  5. Clear the Category checkbox if you want to hide the categories. Select the checkbox if you want to show the category.
  6. Select Save.

Now you're able to use and manage product categories to save time.

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