Use categories to group items of the same type. If you want to be more specific with grouping items, you can also create sub-categories.
Go to Settings ⚙, then select Products & services (Take me there).
SelectMore ▼, then Manage categories.
Select New category, then enter the name of the category. Note: If you need a create a sub-category, select Is a sub-category checkbox and the main category.
If you have an uncategorized item, here’s how to add it to a category.
Go to Settings⚙, then select Products & services (Take me there).
Find the product or service you want to categorize.
Select Edit.
Select the Category ▼ dropdown, then select one that fits this item. Or select + Add new to create a new one.
Select Save and close.
How categories help on reports
When you run sales or inventory reports, products and services are grouped by category. You can expand or hide each category and quickly find details for specific items.
This way of grouping also gives you a clearer picture of your sales. See what types of services are popular. And the total for each category helps you know where the bulk of sales comes from.
Edit or remove a category
Go to Settings⚙, then selectProducts & services (Take me there).
Select the dropdownMore ▼, then Manage categories.
Select Edit.
Make the changes you want and select Save. Or select Remove, then OK.
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.
Use categories to group items of the same type. If you want to be more specific with grouping items, you can also create sub-categories. Go to Settings ⚙, then select Products & services (Take me there). Select More ▼, then Manage categories.
Need to change multiple transactions or move them to a different account? In QuickBooks Online Accountant and QuickBooks Online Advanced, you don't have to edit them one at a time. Use the reclassify tool to save time and make the same change to multiple transactions at once.
In QuickBooks, you can merge two non-stock items for products or services. Note: Stock items can't be merged because it'll affect transactions and Stock or Asset accounts.
quickbooks onlineO You cannot change the location when reclassifying expense transactions. O You cannot change the account for inventory adjustments. O You cannot change the class when reclassifying expense transactions. O You cannot change the class on deposit transactions.
When you add products and services as items in QuickBooks, you give them a type. There are four item types: inventory, non-inventory, services, and bundles. These help you categorize the products and services for better tracking.
Bundling is a marketing strategy where companies sell several products or services together as a single combined unit. The bundled products and services are usually related, but they can also consist of dissimilar items which appeal to one group of customers.
Introduction: My name is Terence Hammes MD, I am a inexpensive, energetic, jolly, faithful, cheerful, proud, rich person who loves writing and wants to share my knowledge and understanding with you.
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