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March 24, 2024
Question

Delete a category in the category list

  • March 24, 2024
  • 1 reply
  • 0 views

Say I have a item listed in category as PolkaFest and I would like to edit it to read Polka Fest.

1 reply

March 24, 2024

Hello there. We'll make sure to help you manage your categories to keep your financial data organized in QuickBooks Online (QBO).

 

If the category (PolkaFest) you imply is used for classifying your products and service items, let's go to the Product Categories menu to edit it. Here's how:

 

  1. Go to Settings or Gear ⚙ icon and select All lists.
  2. Choose Product Categories under the Products and Services section.
  3. Locate the category (PolkaFest) you need to update and select Edit under the Action column.
  4. In the Category information window, update the category name (from PolkaFest to Polka Fest).
  5. Click Save.

 

To learn more about grouping products and services into different categories in QBO, you can refer to this article: Use categories to group items of the same type in QuickBooks Online.

 

If you mean category as accounts, we'll have to make them inactive to delete (remove) them from your chart of accounts. For the complete details and step-by-step guide on how to do this, please see this article: Inactivate an account on your chart of accounts in QuickBooks Online.

 

Additionally, QuickBooks offers a variety of reports that tell you about different aspects of your business. If you wish to track your sales items (best sellers, what’s on hand, or the cost of goods), you can check out this article to guide you on which one to pull up: Use reports to see your sales and inventory status.

 

You can always rely on us if you have follow-up questions or concerns about handling categories in QuickBooks. Leave a comment below so we can assist you further. Have a good one.