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October 10, 2021
Question

I have some invoices with HST, QST, and GST. but couldn't find a way to categorize them. Please guide?

  • October 10, 2021
  • 1 reply
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1 reply

October 11, 2021

Hi user5149415145,

 

Welcome to Community!  In QuickBooks Online you can group products and services into different categories to keep things organized when running reports.  You can select a category when setting up new items or add one to existing products or services.  I'd be happy to help!

 

For existing items follow these steps:

 

1. Go to Sales from the left menu, then select Products and Services.

2. Find the product or service you want to categorize.

3. Click Edit from the drop-down arrow in the Action column.

4. Select the Category ▼ dropdown, then choose one that fits this item. Or select + Add new to create a new one.

5.  Hit Save and close.

 

For your reference, follow this link to learn more about grouping your products and services into different categories.

 

If you have any other questions or concerns, please fee free to reach back out.  We'd be glad to assist.