Edit, delete, and restore list elements in QuickBooks Online

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 supplier or customer

To edit a supplier or customer:

1. Go to Expenses, then Suppliers (Take me there)
   or go to Sales, then Customers (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 ⚙, 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 supplier or customer

To delete a supplier or customer:

1. Go to Expenses, then Suppliers (Take me there)
   or go to Sales, then Customers (Take me there).
2. Tick the box by the customer/supplier'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.
3. Above the Action column, select Settings ⚙, then select Include inactive.

   
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 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 supplier

1. Go to Expenses, then Suppliers (Take me there) or go to Sales, then Customers (Take me there).
2. Select Settings ⚙ from inside Supplier/Customer screen and select Include inactive to show all inactive list items.
   

   
3. Locate the supplier/customer you want to restore.
4. Under the Action column, select Make active.