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QuickBooksHelp
Intuit

How to 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.

Edit a list element

You can easily edit a list element:

  1. Select Settings ⚙️
  2. Under Lists, select All Lists.
  3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
  4. From the Action ▼ dropdown menu, select Edit. Note: You may need to select the dropdown to make edits.
  5. Make changes, then select Save and close.

Edit a vendor or customer

To edit a vendor or customer:

  1. Select Expenses or Sales, then select Vendors or Customers.
  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, you'll want to 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. Select Settings ⚙️.
  2. Under Lists, select All Lists
  3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
  4. From the Action ▼ dropdown menu, select either Delete, Make inactive or Remove.
  5. Select Yes.

Delete a vendor or customer

To delete a vendor or customer:

  1. Select Expenses or Sales, then select Vendors or Customers.
  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 have deleted something from one of the lists, you can use the List report to restore the deleted element.

  1. Select Settings ⚙️.
  2. Under Lists, select All Lists.
  3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
  4. Select Settings ⚙️ from inside Vendor/Customer screen and check Include inactive to show all inactive list items.


  5. Locate the item you want to restore.
  6. 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 ⚙️.
  2. Under Lists, select Products and Services.
  3. Select the Filter Filtericon.
  4. From the Status ▼ dropdown menu, select Inactive, then Apply.
  5. Locate the product or service you want to make active.
  6. Select Make active.

Restore a customer or vendor

  1. Select Expenses or Sales.
  2. Select Vendors or Customers.
  3. Select Settings ⚙️ from inside Vendor/Customer screen and check Include inactive to show all inactive list items.

  4. Select the checkbox by the customer/vendor's name.
  5. Under the Action column, select Make active.

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