Editing, Deleting, and Restoring List Elements

You can manage your lists in QuickBooks Online to keep your records accurate. Here is how to edit, delete, or restore items like accounts, products and services, terms, and classes.

Edit a list item

1. Select the Settings (Gear) icon.
2. Select All Lists.
3. Choose the list you want to update (for example, Products and Services, Chart of Accounts, or Payment Terms).
4. Find the specific item and select it to open the details.
5. Select Edit.
6. Make your changes and select Save and close.

Note: To edit a Customer or Vendor, go to the Sales or Expenses tab in the left navigation menu, select the name, and select Edit.

Delete a list item

1. Select the Settings (Gear) icon.
2. Select All Lists.
3. Open the specific list (for example, Products and Services or Chart of Accounts).
4. Select the item you want to remove.
5. Select Delete (or Make inactive if available).
6. Confirm the action when prompted.

Note: To delete a Customer or Vendor, go to the Sales or Expenses tab, select the name, and choose the delete or make inactive option.

Restore a deleted (inactive) list item

If you accidentally delete an item, you can usually restore it by making it active again.

1. Select the Settings (Gear) icon.
2. Select All Lists.
3. Open the list where the item was located.
4. Select the Include inactive (gear icon) filter to see deleted items.
5. Find the inactive item (it will be grayed out or marked) and select it.
6. Select Edit (or select the Make active option directly).
7. Clear the Inactive checkbox (if applicable) and select Save and close.

Note: To restore a Customer or Vendor, go to the Sales or Expenses tab, use the Settings (Gear) icon within that screen to show inactive names, select the name, and choose Make active.