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support-eabslx-c
April 10, 2023
Solved

How can I recatogories my sales ? Currently all sales reflected as service, but I would like to categories into service, part, and others

  • April 10, 2023
  • 1 reply
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Original commenter did not share additional details
Best answer by MariaSoledadG

I'll guide you on how to categorise sales in QuickBooks.

 

In QuickBooks Online (QBO), categories are used to classify products and services (usually represented by items) your company sells to customers.

 

For now, there are only three types of products and services that you can choose that includes inventory products, non-inventory products, and services.

 

You'll want to edit each item one at a time if you want to change the type on the Product and services page. To do so, you can follow the steps outlined below:

 

  1. Go to the Gear icon, then select the Product and services page.
  2. Click Edit under the Action column. 
  3. Click the Change type option if you want to change the information. Then select the correct type.

     
  4. Enter the necessary information.
  5. Click Save and close.

 

For more information on how you can track and manage products and services you sell, you can check out this article for more details: Add Products And Service Items In QuickBooks Online.

 

Furthermore, QuickBooks offers several reports that you can use to cater to your business needs. You'll just have to customise them so you can get the information you need most. I've added this article for more information: Customise Reports In QuickBooks Online.

 

Drop a comment below if you're referring to something else or if there's anything else that you need help with. I'll always be right here to help.

1 reply

MariaSoledadG
MariaSoledadGAnswer
April 10, 2023

I'll guide you on how to categorise sales in QuickBooks.

 

In QuickBooks Online (QBO), categories are used to classify products and services (usually represented by items) your company sells to customers.

 

For now, there are only three types of products and services that you can choose that includes inventory products, non-inventory products, and services.

 

You'll want to edit each item one at a time if you want to change the type on the Product and services page. To do so, you can follow the steps outlined below:

 

  1. Go to the Gear icon, then select the Product and services page.
  2. Click Edit under the Action column. 
  3. Click the Change type option if you want to change the information. Then select the correct type.

     
  4. Enter the necessary information.
  5. Click Save and close.

 

For more information on how you can track and manage products and services you sell, you can check out this article for more details: Add Products And Service Items In QuickBooks Online.

 

Furthermore, QuickBooks offers several reports that you can use to cater to your business needs. You'll just have to customise them so you can get the information you need most. I've added this article for more information: Customise Reports In QuickBooks Online.

 

Drop a comment below if you're referring to something else or if there's anything else that you need help with. I'll always be right here to help.

S
support-eabslx-cAuthor
April 10, 2023

Hi,

 

Thank you for your prompt respond, I have set the 2 category that I would like to have, however, when I recategorize in the existing invoices, the description, pricing all being reset and I have to input one by one again. I dun mind to go to all the existing invoice one by one to change the catergory, but not the existing information in the invoice, do we have anyway to do that? 

 

Thank You,

 

Eric  

JenoP
JenoP
April 10, 2023

Jumping in to quickly answer your questions about changing items in QBO, support-eabslx.

 

For now, updates made to the existing products and services will also impact old transactions. You'll want to create new items and use them for new transactions.

 

You can use these articles as your guide: 

 

 

I would also recommend sending feedback about being able to only apply the changes moving forward. Customer suggestions are reviewed by our product engineers when designing new updates. Here's how:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feature request and click Submit.

 

 

I would also like to share these inventory-related articles in case you need more details and information when working with your products and services in QBO:

 

 

Please know that you can always get back here and ask follow-up questions if you still need more help. The Community is also here 24/7 for any other concerns and inquiries. 

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