ZackE
Moderator

Other questions

Thanks for getting back with the Community, Accounting 6362.

 

The only way to create categories is by accessing your Manage categories screen from Products and services.

 

Here's how:

  1. In the left navigation bar, go to Sales, then Products and services.
  2. Click your More ▼ drop-down list.
  3. Choose Manage categories.
  4. Hit New category.
  5. Enter a name for it.
  6. If you need to create a sub-category, tick the Is a sub-category checkbox and specify its main category.
  7. Select Save.

 

You can also edit existing categories by using their Edit option under the ACTION column.

 

I've also included a detailed resource about working with categories which may come in handy moving forward: Group your products & services into different categories

 

If there's any questions, I'm just a post away. Have a wonderful day!