How to Group Products and Services in QuickBooks Online

Last Updated on November 17, 2020 by Editor Team

Today in this blog, we will know how to group products and services in QuickBooks Online. If you are wandering for the same query then, hurry up, this is the right platform to get the procedure.

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Procedure to Group Products and Services in QuickBooks Online

Here, we have provided the steps to group products and services in QuickBooks Online, have a look:

Create a Category

Here when you need to use categories to group items of the same type. And if you want to be more specific with grouping items, then that time you can also create sub-categories. Follow these given details and complete this prosses:-

  • First, you need to go to the Sales menu, and then click on the option of Products and Services.
  • Then, choose the dropdown More ▼, and then you need to Manage categories.
  • Click on the option of New category, then you need to enter the name of the category.
    Note:- If you need a create a sub-category, then click on the Is a sub-category checkbox and the main category.
  • And at the last, click on the option of Save.

Categorize the Products and Services you Sell

Below provide the two options related to categorizing the products and service cells process, and these two options complete this process, you need to follow these details:-

Option 1: Add a New Product or Service to a Category

Here in this option, you can choose a category when you add a new inventory product, service, or non-inventory product.

Option 2: Add An Existing Product or Service to a Category

Here, provide the details below that if you have an uncategorized item, follow these details and know-how to add it to a category.

  • Firstly, go to the Sales menu, and then click on the option of Products and Services.
  • And then, you need to find the product or service that you want to categorize.
  • Click on the Edit option from the Action column.
  • After that, click on the Category ▼ dropdown, and then choose one that fits this item. Or also click on the option of + Add new to create a new one.
  • And at the last. Click on the option of Save and close.

Use Categories in Transactions

You need to save time when you create transactions in QuickBooks Online. If you buy and sell many different things, then that time you can use categories to easily find products or services.

QuickBooks Online gives you the tools to create attractive, professional-looking invoices, estimates, and sales receipts. Customized sales forms are a simple yet effective way to grow your business brand. You don’t have to be a designer to create an eye-catching design. And you have to decide what information your customer sees.

Use of Categorization in Reporting

Tell you related to this process and how it helps you here when you run a sales or inventory report, products and services are grouped in a way that matters to you.

Provide the details of that you can expand or collapse each category. And also this process makes it easier to digest what’s in the report. And you can quickly find details of specific items.

Steps to Edit or Remove a Category

Here, provide the details of this process, you can just follow these details and complete this process:-

  • First, you need to go to the Sales menu, and then click on the option of Products and Services.
  • Choose the dropdown More ▼option, and then you need to Manage categories.
  • Click on the option of Edit from the Action column.
  • After that, you need to make the changes that you want and then click on the Save option.
  • And at the last choose the Remove option, then click on the option of OK.

Wrapping Up

So this was the blog, hope you like it. And now you can group products and services in QuickBooks Online ownself. Further, if in case, you are unable to follow the procedure properly, or during that you got any problem then you can get our Accountwizy expert support for instant help.

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How to Group Products and Services in QuickBooks Online