Setting up Sales Categories

Hi Farmer Sue!

Welcome to the Community and thank you for choosing QuickBooks! I’m glad to know that you’re interested in adding sales categories to help organize your records. Let me guide you through the setup.

The sales categories in QuickBooks Online are called Product Categories. The feature works by creating a list of main and sub-categories that you can assign to your items. This way, when you pull up a product-based report, such as Sales by Product/Service Summary, Sales by Product/Service Summary, etc., you will see the total per category.

To create a category and a sub-category:

1. Go to Get paid & pay or Sales, then select Products & services.
2. Select the dropdown More ▼, then Manage categories.
3. Select New category, then enter the name of the category. If you need a create a sub-category, select Is a sub-category checkbox and the main category.
4. Select Save.

You can follow the rest of the steps in this article: Group your products and services into different categories. It has information about assigning categories and also talks about a couple of reports that has category information. It has screenshots, too.

We have a QBO test account with preset data. You can use it if you want to navigate around or try some features instead of doing it in your QuickBooks company. You can also click the Topis and Videos menus above to see more references.

Always feel free to visit us back if you have any other questions about categories or any other features in QBO. Have a good one!