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Editing a Category

To edit a category, right-click on a category name, and choose Edit category. A window comes up with three tabs: General, Hierarchy and Tax.

The General tab allows you to edit the name of the category and any notes you entered when you created the category.

The Hierarchy tab allows you to change the parent category. You can also change the parent category from the main category page by dragging the category to a different parent.

The Tax tab allows you to assign or change VAT category, or alter the automatic VAT assignment. It also allows you to toggle whether or not the category is included in certain tax related reports.