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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, choose All Lists.
  3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
  4. Select the dropdown under ACTION, then select Edit. Note: You may need to select the dropdown to make edits.
  5. Make changes, then select Save and close or Save and new.

Edit a supplier or customer

To edit a supplier or customer:

  1. Select Expenses on the left menu, then select Suppliers.
  2. Select the customers name, then select the Make payment dropdown.
  3. Select View/Edit.
  4. Make changes, then select Save and close, then select Yes.

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, choose All Lists.
  3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
  4. Select the Account history, then select Make inactive (reduces usage).
  5. Select Yes.

Delete a supplier or customer

To delete a supplier or customer:

  1. Select select Expenses to the left menu, then select Suppliers.
  2. Select the supplier or customer's name.
  3. Select the checkbox by the customers name.
  4. Select Batch actions
  5. 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, choose All Lists.
  3. Open the appropriate list, for example, Chart of Accounts.
  4. Above the Action column, select Settings ⚙, then check Include inactive.
  5. Find the item you need to restore.
  6. 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. Above the NAME column, select the Filter icon.
  4. From the Status drop-down, select Inactive, then Apply.
  5. Find the product or service you need.
  6. Select Make active.

Restore a customer or supplier

  1. Select Expenses on the left menu.
  2. Select Suppliers.
  3. Above the Action column, select Settings ⚙, then check Include inactive.
  4. Select the checkbox to the left, then select Batch actions.
  5. Select Make active.

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