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.

In this article, you'll learn how to:

• Edit a list element
• Edit a supplier or customer
• Delete a list element
• Delete a supplier or customer
• Restore a deleted list element
• Restore a deleted product or service item
• Restore a customer or supplier

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.