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accounts234
Level 1

How do you edit or remove Territories?

 
Solved
Best answer February 11, 2020

Best Answers
Ryan_M
QuickBooks Team

How do you edit or remove Territories?

Hi @accounts234,

 

Let me take care of this query for you. If you're referring to Locations, you can edit them from the All Lists page.

 

Follow these steps:

 

  1. Go to the Gear icon.
  2. Tap All Lists.
  3. On the next page that appears, select Locations.
  4. To edit a certain location, hit the down-arrow menu and select Edit.
    • Make the necessary changes. 
  5. To remove a certain location, tap the down-arrow menu and select Make inactive. (This option doesn't fully delete the location, but it reduces your usage.) 
In case you're referring to Classes, go through these steps:
 
  1. Click the Gear icon.
  2. Select All Lists.
  3. On the next page that appears, tap Classes.
  4. To edit a certain class, tap the down-arrow menu and select Edit.
    • Edit as necessary. 
  5. To remove a certain class, tap the down-arrow menu and select Make inactive. (This option doesn't fully delete the class, but it reduces your usage.) 

Additional customization options for your sales forms can be found in this article: Customize sales forms by location.

 

Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you.

View solution in original post

2 Comments 2
Ryan_M
QuickBooks Team

How do you edit or remove Territories?

Hi @accounts234,

 

Let me take care of this query for you. If you're referring to Locations, you can edit them from the All Lists page.

 

Follow these steps:

 

  1. Go to the Gear icon.
  2. Tap All Lists.
  3. On the next page that appears, select Locations.
  4. To edit a certain location, hit the down-arrow menu and select Edit.
    • Make the necessary changes. 
  5. To remove a certain location, tap the down-arrow menu and select Make inactive. (This option doesn't fully delete the location, but it reduces your usage.) 
In case you're referring to Classes, go through these steps:
 
  1. Click the Gear icon.
  2. Select All Lists.
  3. On the next page that appears, tap Classes.
  4. To edit a certain class, tap the down-arrow menu and select Edit.
    • Edit as necessary. 
  5. To remove a certain class, tap the down-arrow menu and select Make inactive. (This option doesn't fully delete the class, but it reduces your usage.) 

Additional customization options for your sales forms can be found in this article: Customize sales forms by location.

 

Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you.

View solution in original post

accounts234
Level 1

How do you edit or remove Territories?

Thank you so much :-)

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