Categories
Categories help you organize your items into logical groups like "Dry Goods," "Dairy," "Packaging," or "Electronics." They make it easier to find items, filter lists, and run reports.
How to Get There
Go to Configure > Categories (under the Data section) in the sidebar.
Creating a Category
- Click + New Category.
- Enter the category name.
- Save.
The category is immediately available when creating or editing items.
Using Categories
Once you've created categories, you can:
- Assign items to categories when creating or editing them
- Filter item lists by category to narrow down what you see
- Map categories to QuickBooks accounts if you use the QuickBooks integration
Editing and Removing Categories
Click on a category name to edit it. Changes save automatically.
To remove a category you no longer need, deactivate it. Items that were in that category won't be deleted — they'll just be uncategorized.
Good to Know
- Categories are shared across buy items, sell products, and templates.
- You can assign a category during item creation or update it later.
- Categories are used in the QuickBooks integration for account mapping.
- Keeping a clean, consistent set of categories makes filtering and reporting much easier.
Related
- Managing Buy Items — Assigning categories to items
- QuickBooks Setup Wizard — Mapping categories to accounts