Credit Card Payment Categories mirror the name of theaccount.To rename one, click the edit icon to the left of the account name instead. Inactive categories are still accessible from reports, and can be unmarked as Inactive (i.e., returned to active use) at any time. To access your categories, you can navigate to Tools→Categories within the menu bar. You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking « Continue », you will leave the community and be taken to that site instead. Once done, go back to your Chart of Accounts and check if you can already see the box for sub-account.
We don’t limit the number of categories you can have, so you can create as many as you’d like. We’ll briefly describe what you https://wave-accounting.net/ can do with three categories under Basic Codes below. For detail information, click on the links at the end of this article.
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Type the name of the new category into the Category field and you’ll be offered the ability to create that category. From the Categories window, to create a new category click “New”. I’m also including the steps to create a new category below if you need them for future references. While I await your response, let’s go ahead and try some basic troubleshooting steps. Such as trying a new web browser or opening an incognito/private window. It is also possible to create SEO-friendly URLs for your category page. Make sure you’ve already set up the category as above, before you do this.
- If you use the Excel-import be sure that you use the correct category names.
- You can choose any detail type under that account, that is closest to it’s role.
- Each transaction can get tagged with a category for tracking your expenses and income in the reports and budgets.
- Click the dropdown menu icon, and select a default tax code for the category.
- As a Jira administrator, you can create project categories so your team can view work across related projects in one place.
If you have an e-commerce business but want to migrate to Shopware 6, you will need a third-party extension to perform this procedure. The default Shopware instruments cannot transfer all the entities necessary for that. Thus, you can replace them with the Import & Export extension. Shopware master data is all the information you provide upon registration about your company. Shopware 6 master data usually includes contacts and company details, such as an address, email, phone numbers, company name, etc.
Can be useful, but are not necessary to make successful use of the platform. You can edit or delete any of the categories and sub categories directly from this list. The categories list shows all of your categories with the parents listed in alphabetical order and any of their sub-categories in alphabetical order underneath them. Sub-categories also appear with a blue background and are slightly indented under the parent. You can hover your cursor over the icon to see the parent category name. This article will explain how to access Basic Codes.
However, this structure is suitable for a particular category type. We will return to more complex categories later in this article. If you need to, you can change the name of a category, change its parent category or start / stop it being a sub-category. Report on sub-categories individually or rolled up into a parent category. Below the list of existing project categories, enter a name and description.
Create, edit or delete Categories
Deleting a category with past credit card activity will also impact your Credit Card Payment Categories. If you have categories that you no longer need or use – you can mark them as “Inactive”. This will prevent the categories from being shown in drop down lists in account registers. In the next window, you can input the category details including name, currency and the parent category. When you create an expense account, you will need to pick a category in theCreate category underoptions. The option to add categories is available in all QuickBooks Online versions. You can follow the steps provided by my colleague above on how to add on through the Chart of Accounts.
Once a category has activity though, you’ll want to hide it instead. You can move categories within a Category Group or between Category Groups, and move Category Groups above or below How To Add Accounts And Customize Categories other Category Groups this way. When that category or group is where you want it, drop it right into its new home. You can also easily create categories when entering a transaction.