cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
Toni O
Level 3

Can I edit the list of categories available to me? The help guide takes me to Products and Services and there is no option to see "more" as expected.

Go to Sales and select Products & services (Take me there).
Select the More ▼ dropdown, then Manage categories.
Select New category, then enter the name of the category.
Note: If you need a create a sub-category, select the Is a sub-category checkbox, then select the main category from the ▼ dropdown.
Select Save.
3 Comments 3
Toni O
Level 3

Can I edit the list of categories available to me? The help guide takes me to Products and Services and there is no option to see "more" as expected.

I found the way to do it! (Cheer myself! )

 

It's under "Chart of accounts" and not under "Products and Services" as shown in the guide.

I deactivated all the categories I don't need to make it easier to find categories in the dropdown.

I can also edit the categories from here.

 

One thing I'm confused about is if I select "Created by you" from the dropdown, I see loads of categories I never created.

LollyNino_C
QuickBooks Team

Can I edit the list of categories available to me? The help guide takes me to Products and Services and there is no option to see "more" as expected.

Thanks for joining us here in the Community space, @Toni O. Rest assured, we will promptly address this concern to ensure the feature functions properly.

 

Before we go any further, I want to know if you are referring to the Chart of Accounts or the categories under Product and Services.

 

We recognize the importance of efficiently utilizing the program without any difficulties. Occasionally, QuickBooks may exhibit unusual behaviour due to browser-related issues. In such cases, you can resolve the problem by following some basic troubleshooting procedures.

 

Let's perform some troubleshooting steps to fix this. It could be that the stored cache and cookies are the reason why you encounter unexpected browser-related crashes. To isolate this issue, let's start accessing your account using a different browser or enabling private browsing mode. 

 

You can use the shortcut keys below:

 

  • Safari: Command + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + H

 

After logging in and creating the category successfully, go back to your primary browser and clear its cache. This will help expedite future transactions in QuickBooks Online. Alternatively, you can use other compatible browsers as well.

 

As a workaround, you can also edit the categories in the "All lists" under the List section.

 

Here's how:

 

  1. Go to the Gear icon, then click All List.
  2. Under the List section, choose Product Categories.
  3. Click the Edit from the Action column.
  4. Make some necessary changes.
  5. Once done, tap the Save button.

 

This article also goes into more detail on products and services categories.

 

You can also take a look at the following articles for more information on how to edit your products and services:

 

 

Stay in touch if you have follow-up concerns. I always want to ensure you get the information you need about adding product categories in QuickBooks.

Toni O
Level 3

Can I edit the list of categories available to me? The help guide takes me to Products and Services and there is no option to see "more" as expected.

Hi there

Thanks for taking the time to contribute.

Just to let you know you totally misunderstood my question, and I already answered it above.

The confusion is between the categories in Chart of accounts and those in Products and Services, and I've cleared that up now.

Nothing to do with clearing my cache.