Other questions
I'm here listening to your experience with the Hierarchical view in QuickBooks Desktop, lalalee1.
I can see that this issue has been bothering you for a long time now. And, rebuilding the data didn't fix the issue.
There's a specific desktop setting where you can set QuickBooks Desktop to stay in a hierarchical view. You can perform the steps I've outlined below.
- Go to the Edit menu.
- Choose Preferences.
- Select the Desktop View menu.
- From the My Preferences tab, mark the Keep previously saved desktop button. If you do NOT see “Keep previously saved desktop” select the Save current desktop option.
- Click OK.
- Open the Preference screen again.
- Select Keep Previously Saved Desktop.
- Click OK.
After that, make sure that your Customer Type List is using the Hierarchical View option. Here's a screenshot below as your visual guide.
If it still didn't work for you, I'll let you contact our QuickBooks Live Team so they can create a case and hand it over to our Product Team for further investigation.
I'm adding this article to help you do more on your list entries in QuickBooks Desktop: Add and edit multiple customers, vendors, and items.
Stay in touch with me on how the contact goes. Or leave a comment below if you have additional questions. I'm always right here to help you.
