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Fusion Home Repairs
May 12, 2025
Question

Editing a category, quick books sole trader

  • May 12, 2025
  • 1 reply
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Hi

is there a way to edit the name of a category. I am using quick books sole trader software. I have read articles relating to this subject and they point me to chart of accounts. I don’t have this option. Any help would be appreciated.

1 reply

J
JaneDave_I
May 12, 2025

I'll share some insight regarding how QuickBooks Sole Trader functions when trying to modify categories, Fusion.

 

Currently, the option to customize categories isn't available in QuickBooks Sole Trader. Whereas, the ability to access your Chart of Accounts (COA) is exclusive in QuickBooks Online. Thus, the reason why the majority of the information you found is tailored to QBO users.

 

To have these features, I'd highly recommend you consider an upgrade subscription to QBO. This version offers a wider range of capabilities that will better align with your business needs.

 

Once upgraded, I'd also like to share this article in case you want to learn how to manage and customize your COA: Learn about the chart of accounts in QuickBooks Online.

 

Additionally, here's an article you can check if you want to learn how to reconcile an account in QuickBooks:  Reconcile an account in QBO.

 

Please know that you can always revisit this thread if you have further concerns about categories in QuickBooks. We're always here to assist you.

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