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December 2, 2023
Question

Can I clean up default drop down choices?

  • December 2, 2023
  • 1 reply
  • 0 views
Estimate - NEW, Under Product/Service I've created choices in the drop down box.  Can I clean this up?  I've made choices that I want to delete.

1 reply

Clark_B
December 2, 2023

Welcome to the Community, @karen-martinelli 

 

I'd be glad to help you clean up your Product/Service in QuickBooks Online (QBO).

 

Yes, you can tidy up the items or services in the product and services section. 

 

Here's how:

  1. Go to the Left navigation panel, and select Customers.
  2. Look for the specific Estimate that you want to clean up.
  3. Select Edit.
  4. Find the Product/Services that you want to delete,
  5. Click the Trash/Garbage Icon beside the Amount.
  6. Select Save.

 

However, if you want to delete a product/service, you'll have to make the item inactive.

 

Here's how:

  1. Go to the Gear Icon.
  2. Select Products and services, under the lists section.
  3. Look for the specific product and services, and click the drop-down icon beside the Edit button.
  4. Select Make inactive.
  5. Click Yes, to make it inactive.

 

For reference, I will add this article to guide you in voiding or deleting a transaction that you've created by mistake: Void or delete transactions in QuickBooks Online.

 

Feel free to contact us again if you have further concerns about deleting or deactivating an item. I'll be here to assist you.