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 in QuickBooks Online.

Edit a list element

To edit a list element:

1. Go to Settings ⚙ and select All lists.
2. Open the appropriate list, for example, Chart of Accounts or Products and Services.
3. Select Edit from Action column.
   Note: If you don’t see Edit then select the ▼ dropdown.
4. Make changes, then select Save.

Edit a supplier or customer

To edit a supplier or customer:

1. Select one of the following:
   • Go to All apps , select Expenses & Bills, then select Suppliers (Take me there).
   • Go to All apps , select Customer Hub, then select Customers & leads (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:

1. Go to Settings ⚙ and select All lists.
2. Open the appropriate list, for example, Chart of Accounts or Products and Services.
3. Select the ▼ dropdown from Action column then select either Delete, Make inactive or Remove.
4. Select Yes, Make inactive or OK.

Delete a supplier or customer

To delete a supplier or customer:

1. Select one of the following:
   • Go to All apps , select Expenses & Bills, then select Suppliers (Take me there).
   • Go to All apps , select Customer Hub, then select Customers & leads (Take me there).
2. Select the checkbox by the customer/supplier's name.
3. Select Batch actions.
4. Select Make inactive, then select Yes or Yes, make inactive.

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 ⚙ and select All lists.
2. Open the appropriate list, for example, Chart of Accounts.
3. Above the Action column, select settings icon ⚙, then select Include inactive checkbox.
   Note: If you select Custom fields then turn on Include inactive switch. 

   

4. Locate the item you want to restore.
5. Select Make active from Action column.

Restore a deleted product or service item

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

1. Go to Settings ⚙ and select Products and services (Take me there).
2. Select the filter icon .
3. From the Status ▼ dropdown, select Inactive, then Apply.
4. Locate the product or service you want to make active.
5. Select Make active from Action column.

Restore a customer or supplier

1. Select one of the following:
   • Go to All apps , select Expenses & Bills, then select Suppliers (Take me there).
   • Go to All apps , select Customer Hub, then select Customers & leads (Take me there).
2. Above the Action column, select settings icon ⚙, then select Include inactive checkbox. 

   

3. Locate the supplier/customer you want to restore.
4. Select Make active from Action column.