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T
truruts-
April 6, 2020
Question

How do I edit the Category items?

  • April 6, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

K
kjszjasjs
April 6, 2020

Hey there, Truruts-.

I can help with those category items. To edit or remove a category follow these steps.

  1. Go to Sales and select Products and Services.
  2. Select the More ▼ drop-down, then Manage categories.
  3. Select Edit from the Action column.
  4. Make the changes you want and select Save. Or select Remove and then OK.

This article also goes into more details on products and services categories. I'm here to help if you have any questions.

J
Joie
December 21, 2020

Hello, i cannot find the menu sales, I am using QBO plus

https://share.getcloudapp.com/E0u4yLvk

 

please help me how can i edit existing category ?

Thank you

JenoP
JenoP
December 21, 2020

Thanks for sharing a screenshot of your QBO, Joie.

 

The Sales menu is labeled in your account as Invoicing. As you can see, the Products and Services options can be selected form this menu. 

 

Aside from that, you can also go to the Gear icon and select Products and Services. Then, proceed to the following the steps in the original response on how to edit your categories.

 

Let me also share these articles for more details about managing your products and services in the program: 

 

You can always reach out to us again if you need more help while managing your categories in QBO.

 

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