How to Edit, Delete, and Restore List Elements in QuickBooks

Here, we will discuss ‘How to edit, delete, and restore list elements’. Ready to get satisfactory information through this article. For performing editing, deletion, and restoring deleted list elements you have to follow some simple and easy steps. If you are interested to perform these operations for accounts, terms, classes, products, or services, manually do it by following the procedure mentioned below. 

How to Edit a list element

Anytime you can edit a list element easily, but for successive results, you have to follow some points in the given order. Apply all the steps without skipping.

  • First of all, Open “QuickBooks” and go for their “Settings⚙️”
  • Then, go to List and pick “All Lists” within List
  • Ready to open the relevant List such as Charts of Accounts, Products, and Services, etc
  • Now visit the Action column, once visited choose “Edit” Option.

Note: Move your cursor along with respect to the drop-down list arrow to see the Edit option.

  • After applying all the above steps, if you are satisfied with the changes then hit “Save and Close” or “Save and New” to accept the changes.

How to Edit a Vendor or Customer

Here, you will learn the way to Edit a Vendor or Customer, For this, you have to follow the simple steps and complete the process quickly.

  • From the Left menu, you will see options: Expenses>> Vendors>> Sales>> Customers
  • Then Pick a customer or Vendor which you want to Edit
  • Once you have selected, pick the “Edit” option to edit it
  • When all the changes are done, simply hit the “Save” Option

How to Delete a List Element

To perform the Delete operation for a list element, just go through the simple steps. You always remembered or should keep in your mind that once you have deleted recurring transactions, Custom form styles, currencies, and Attachments. You are no longer be able to restore it by following the below steps.

  • Firstly, Open “QuickBooks” and go for their “Settings⚙️”
  • Then, go to List and choose “All Lists” within List
  • After that, simply open the relevant List such as Charts of Accounts, Products, and Services, etc
  • Navigate the list item which you want to delete
  • From the “Action Column”, choose the drop-down arrow, then pick the “Make Inactive” option.
  • Choose “Yes” for approving and confirming the deactivation.

How to Delete a Vendor or Customer

To Delete a Vendor or Customer, you need to implement these steps in sequential order.

  • From the Left menu, you will see options: Expenses>> Vendors>> Sales>> Customers
  • Choose the name of the vendor or Customer
  • Once you have chosen, then Pick the “Edit” Option
  • Either on “Vendor” or “Customer Information” Box 
  • Once it asks for confirming deactivation, choose the “Yes” option

How to Restore a Deleted List Element

If something you deleted from the list, get it from the Report List. You can easily restore that deleted item by using the List Report.

  • In the First Step, Open “QuickBooks” and go for their “Settings⚙️”
  • Then, go to List and choose “All Lists” within List
  • After that, simply open the Appropriate List such as Charts of Accounts
  • Choose “Settings⚙”, you will see above the Action Column and then Check “Include Active”
  • Navigate for the item which you want to restore
  • In the End, Choose “Make active”

How to Restore a Deleted Product or Service Item

To Restore a Deleted Product or Service Item, you need to implement these steps in chronological order.

  • In the Beginning, Open “QuickBooks” and go for their “Settings⚙️”
  • Then, go to List and choose “Product and Services” within List
  • Choose the “Filter icon”, you will see above the action column
  • Move to the “Status” drop-down, choose “Inactive” and then “Apply”, just click on it
  • Check the list and browse for that particular product or service which you want to restore
  • In the end, Choose “Make active”

How to Restore a Customer or Vendor

Look at the way to Restore a Customer or vendor, For this, you have to follow the simple steps and complete the process quickly.

  • From the left menu, Choose “Expenses”
  • In the next step, Pick “Vendors”
  • Choose “Settings⚙”, you will see above the Action Column and then Check “Include Active”
  • Navigate for the customer or vendor which you want to restore
  • In Last, Choose “Make active”

The Bottom Line

Hopefully, you manually fix your query on edit, delete and restore list elements, But for further assistance, you will get 24*7 Proadvisors Support from Wizxpert. Get complete assistance through a toll-free number, mailing, and live chat service. For faster results, immediately contact through our toll-free number +1-855-441-4417. Sometimes, It is very typical to fix complex queries through phone calls, that’s we offer multiple interaction support services, pick any one of them according to your convenience.

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