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Intuit

How to edit, delete, and restore list elements

You can easily edit, delete, or restore recently deleted list elements such as accounts, terms, classes, products, or services.

Edit a list element

You can easily edit a list element:

  1. Select the Gear icon on the Toolbar.
  2. Under Lists, choose All Lists.
  3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
  4. Select Edit in the Action column. (Note: You may need to select the the drop down arrow to see Edit.)
  5. Make any needed changes, then select Save and close or Save and new.

Edit a customer or supplier (supplier)

To edit a customer or supplier/supplier:

  1. From the left menu select Expenses then Suppliers or Sales then Customers.
  2. Select the customer or supplier/supplier you need to edit.
  3. Select Edit.
  4. Make any needed changes, then select Save.

Delete a list element

To delete a list element, you'll want to follow these steps:

Warning  Keep in mind that once you have deleted Recurring Transactions, Custom Form Styles, Currencies, and Attachments, they can no longer be restored.
  1. Select the Gear icon on the Toolbar.
  2. Under Lists, choose All Lists.
  3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
  4. Find the list element you need to delete.
  5. In the Action column, select the drop-down arrow, then select Delete (or Make inactive).
  6. Select Yes to confirm the deletion.

Delete a customer or supplier/supplier

To delete a customer or supplier/supplier:

  1. From the left menu select Expenses then Suppliers or Sales then Customers.
  2. Select the customer or supplier/supplier's name.
  3. Select Edit.
  4. On Customer information box, select Make inactive.
  5. Once asked to confirm deactivation, select Yes.

Restore a deleted list element

If you have deleted something from one of the lists, you can use the List report to restore the deleted element.

  1. Select the Gear icon on the Toolbar.
  2. Under Lists, choose All Lists.
  3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
  4. Above the Action column, select the small gear icon, then check Include inactive.

  5. Find the item you need to restore.
  6. Select Make active.

Restore a deleted product or service item

The steps to restoring list elements differ slightly for deleted products or services.

  1. Select the Gear icon on the Toolbar.
  2. Under Lists, select Products and Services.
  3. Above the Name column, select the Filter icon.
  4. From the Status drop-down, select Inactive, then Apply.
  5. From the list, find the product or service you need to restore.
  6. Select Make active.

Restore a customer or supplier/supplier

  1. From the left menu, select Sales or Expenses.

  2. Under the Toolbar, select Customers or Suppliers/Suppliers.

  3. Above the Action column, select the small gear icon, then check Include inactive.

  4. Find the customer or supplier/supplier you need to restore.
  5. Select Make active.