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Edit, delete, and restore list elements

by Intuit•3• Updated 2 weeks 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 âš™, then select All lists.
  2. Open the appropriate list, for example, Chart of Accounts or Products and Services.
  3. From the Action â–Ľ 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 âš™, 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. Select the checkbox 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 âš™, then select All lists.
  2. Open the appropriate list, for example, Chart of Accounts.
  3. Above the Action column, select Settings âš™, then select Include inactive.
  4. Locate the item you want to restore.
  5. From the Action â–Ľ 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 âš™, then Products and 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.