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, select All Lists.
3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
4. From the Action ▼ dropdown menu, select Edit. Note: You may need to select the dropdown to make edits.
5. Make changes, then select Save and close.

Edit a vendor or customer #

To edit a vendor or customer:

1. Select Expenses or Sales, then select Vendors or Customers.
2. Select the vendor/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, you’ll want to follow these steps:

1. Select Settings ⚙️.
2. Under Lists, select All Lists
3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
4. From the Action ▼ dropdown menu, select either Delete, Make inactive or Remove.
5. Select Yes.

Delete a vendor or customer #

To delete a vendor or customer:

1. Select Expenses or Sales, then select Vendors or Customers.
2. Select the checkbox by the customer/vendor’s name.
3. Select Batch actions.
4. 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, select All Lists.
3. Open the appropriate list, for example, Chart of Accounts, Products and Services, etc.
4. Select Settings ⚙️ from inside Vendor/Customer screen and check Include inactive to show all inactive list items.
   
5. Locate the item you want to restore.
6. 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 ⚙️.
2. Under Lists, select Products and Services.
3. Select the Filter icon.
4. From the Status ▼ dropdown menu, select Inactive, then Apply.
5. Locate the product or service you want to make active.
6. Select Make active.

Restore a customer or vendor #

1. Select Expenses or Sales.
2. Select Vendors or Customers.
3. Select Settings ⚙️ from inside Vendor/Customer screen and check Include inactive to show all inactive list items.
   

4. Select the checkbox by the customer/vendor’s name.
5. Under the Action column, select Make active.