In QuickBooks Online (QBO), you'll find the Categories feature under Account and Settings, specifically in the Advanced section, @miles4sc. However, this feature is exclusive to specific subscription plans. Let me provide you with more insights below.
Please know that access to the Categories feature requires a Plus or Advanced subscription. If these options aren't visible, it's likely because your current subscription doesn't cover them.
If the categories feature isn't included in your subscription, consider using tags as an alternative to organize things in a way that suits you. Tags offer a straightforward method to keep track of the details that matter to you.
If you're looking to leverage the comprehensive Categories features that QuickBooks offers, consider upgrading to QuickBooks Online Plus or Advanced. This article can guide you on switching to a different plan: Upgrade or downgrade your QuickBooks Online.
Additionally, this article can help when you categorize transactions uploaded to QuickBooks Online: Categorize online bank transactions in QuickBooks Online.
Furthermore, we offer a free session with our QuickBooks Live Expert Assisted service. Our experts are skilled in simplifying financial management and offering tailored advice to meet your needs. Start enhancing your financial management with just one click.
Let me know if you have more questions about the categories feature in QBO. I'm always here to help. Stay safe!
