QuickBooks HelpQuickBooksHelpIntuit

Edit, delete, and restore list elements in QuickBooks Online

SOLVEDby QuickBooks822Updated February 08, 2024

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 vendor or customer

To edit a vendor or customer:

  1. Go to Expenses, then Vendors (Take me there)
    or go to Sales, then Customers (Take me there).
  2. Select the vendor/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 vendor or customer

To delete a vendor or customer:

  1. Go to Expenses, then Vendors (Take me there)
    or go to Sales, then Customers (Take me there).
  2. Select the checkbox by the customer/vendor'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 or Products and Services.
  3. Select Settings  from inside Vendor/Customer screen and select Include inactive to show all inactive list items.


  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 vendor

  1. Go to Expenses, then Vendors (Take me there)
    or go to Sales, then Customers (Take me there).
  2. Select Settings  from inside Vendor/Customer screen and select Include inactive to show all inactive list items.
  3. Select the checkbox by the customer/vendor's name.
  4. Under the Action column, select Make active.

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online LedgerQuickBooks Online PlusQuickBooks Online Simple Start

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this