To change an existing category

  1. From the File menu, select Open, and then click Miscellaneous.
  2. Click the Category tab.
  3. Click the button and select the desired category.
  4. Make the desired changes.
  5. Click on the toolbar to save the changes.

Notes: You cannot change a category's number using this program; you must use the Renumber Category program.

Changes made to a category's Description will be reflected on existing work-in-process transactions and all subsequent reports and statements.

QuickBooks Note: If a change is made to a category description, the corresponding change must be made to the QuickBooks Job Type.

See also:   Toolbar Buttons