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Edit, delete, and restore list elements in QuickBooks Online

by Intuit Updated 1 month ago

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

Edit a list element

To edit a list element:

  1. Go to Settings ⚙, then select All lists.
  2. Open the appropriate list, for example, Chart of Accounts or Products and Services.
  3. From the Action ▼ dropdown menu, select Edit.
  4. Make changes, then select Save and close.

Edit a supplier or customer

To edit a supplier or customer:

  1. Go to Expenses, then Suppliers (Take me there)
    or go to Sales, then Customers (Take me there).
  2. Select the supplier/customer's name to open their profile.
  3. Select Edit.
  4. Make changes, then select Save.

Delete a list element

To delete a list element, 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. Go to Settings ⚙, then select All lists.
  2. Open the appropriate list, for example, Chart of Accounts or Products and Services.
  3. From the Action ▼ dropdown menu, select either Delete, Make inactive or Remove.
  4. Select Yes.

Delete a supplier or customer

To delete a supplier or customer:

  1. Go to Expenses, then Suppliers (Take me there)
    or go to Sales, then Customers (Take me there).
  2. Tick the box by the customer/supplier's name.
  3. Select Batch actions.
  4. Select Make inactive, then select Yes.

Restore a deleted list element

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

  1. Go to Settings ⚙, then select All lists.
  2. Open the appropriate list, for example, Chart of Accounts.
  3. Above the Action column, select Settings , then select Include inactive.
  4. Locate the item you want to restore.
  5. From the Action ▼ dropdown menu, 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 Settings , then Products & services (Take me there).
  2. Select the Filter Filtericon.
  3. From the Status ▼ dropdown menu, select Inactive, then Apply.
  4. Locate the product or service you want to make active.
  5. Select Make active.

Restore a customer or supplier

  1. Go to Expenses, then Suppliers (Take me there) or go to Sales, then Customers (Take me there).
  2. Select Settings  from inside Supplier/Customer screen and select Include inactive to show all inactive list items.
  3. Locate the supplier/customer you want to restore.
  4. Under the Action column, select Make active.
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