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:
- Select Settings ⚙️
- Under Lists, select All Lists.
- Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
- From the Action ▼ dropdown menu, select Edit. Note: You may need to select the dropdown to make edits.
- Make changes, then select Save and close.
Edit a vendor or customer #
To edit a vendor or customer:
- Select Expenses or Sales, then select Vendors or Customers.
- Select the vendor/customer’s name to open their profile.
- Select Edit.
- 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. |
- Select Settings ⚙️.
- Under Lists, select All Lists
- Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
- From the Action ▼ dropdown menu, select either Delete, Make inactive or Remove.
- Select Yes.
Delete a vendor or customer #
To delete a vendor or customer:
- Select Expenses or Sales, then select Vendors or Customers.
- Select the checkbox by the customer/vendor’s name.
- Select Batch actions.
- 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.
- Select Settings ⚙️.
- Under Lists, select All Lists.
- Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
- Select Settings ⚙️ from inside Vendor/Customer screen and check Include inactive to show all inactive list items.
- Locate the item you want to restore.
- 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.
- Select Settings ⚙️.
- Under Lists, select Products and Services.
- Select the Filter
icon.
- From the Status ▼ dropdown menu, select Inactive, then Apply.
- Locate the product or service you want to make active.
- Select Make active.
Restore a customer or vendor #
- Select Expenses or Sales.
- Select Vendors or Customers.
- Select Settings ⚙️ from inside Vendor/Customer screen and check Include inactive to show all inactive list items.
- Select the checkbox by the customer/vendor’s name.
- Under the Action column, select Make active.