If you need to edit a list element:

  1. Go to the "Gear" icon and click All Lists.
  2. Open the appropriate list (Chart of Accounts, Product/Service,  etc...).
  3. Click Edit in the Action column.  You may need to click the the drop down arrow to see Edit.
  4. Make any needed changes, then click Save.

Editing a customer or vendor/supplier can be done by hitting either Customers or Vendors/Suppliers on the left navigation panel.  From the list, click on the customer or vendor/supplier's name and look for the Edit button at the upper right of the page.

If you need to delete a list element:

  1. Go to the "Gear" icon and click All Lists.
  2. Open the appropriate list (Vendor/Supplier list, Chart of Accounts, Product/Service, etc...).
  3. Click the drop down arrow for the list element you need to delete, then click Delete or Make Inactive or Remove
  4. Click Yes to confirm the deletion.

Deleting a customer or vendor/supplier can be done by hitting either Customers or Vendors/Suppliers on the left navigation panel.  From the list, click on the customer or vendor/supplier's name and look for the Edit button at the upper right of the page.  Then use the Make Inactive button.

If you have deleted something from one of the lists in error, you can use the List report to restore the deleted element:

  1. Go to the "Gear" icon and click All Lists.
  2. Open the appropriate list (Vendor/Supplier list, Chart of Accounts, Product/Service, etc...).
  3. Click the settings wheel and Check the Include Inactive box. 
  4. Find the item that is to be undeleted and click Make active.
  5. Click Save.

Restoring a customer or vendor/supplier can be done by hitting either Customers or Vendors/Suppliers on the left navigation panel.  Click the small gear on the right and check "Include Inactive" to see them.  Click on Make active in the action column.

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