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.

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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. Choose one of the following:
   • Go to All apps , then Expenses & Bills, then Vendors (Take me there).
   • Go to All apps , then Customer Hub, 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:

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. Choose one of the following:
   • Go to All apps , then Expenses & Bills, then Vendors (Take me there).
   • Go to All apps , then Customer Hub, 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 and services (Take me there).
2. Select the Filter icon.
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. Choose one of the following:
   • Go to All apps , then Expenses & Bills, then Vendors (Take me there).
   • Go to All apps , then Customer Hub, 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.