Hello there, Rebengel. Let me chime in and share some insights regarding Hierarchy and Flat view.
I see that you're having trouble changing the view from a Hierarchical to a Flat view in your Customer Center, and it's reverting without any action from your end. Normally, you would need to navigate to your Customer Center, choose a customer, and then right-click to change the view. Afterward, save the changes, then keep the previously saved desktop within your Desktop View under Preferences. However, the fact that it keeps reverting without any changes from your end is indeed unusual.
In this case, I recommend reaching out to our desktop representative for assistance. They have the necessary tools and expertise to identify why this issue keeps occurring in your company file. By contacting them, you'll be able to know the root cause of this concern, and they can help you find the right solution.
Here's how:
- Go to Help.
- Select QuickBooks Desktop Help/Contact Us.
- Select Contact Us.
- Type your issue in the space provided, then select Continue.
- Sign in to your Intuit account.
- Select Continue and then Continue with my account. If you don't already have an account, make sure to Create a new account.
- We'll email you a single-use code. Enter your code and select Continue. If you have more than one account, select the account that you want to use, and then Continue.
- Select to chat with us or Have us call you.
Make sure to contact them within business hours to ensure a quick response.
Additionally, you can use the article below to learn how to use the Add/Edit Multiple List Entries window to add and edit multiple customers, vendors, services, inventory items, and non-inventory items: Add and edit multiple customers, vendors, and items.
Keep me posted if you have other questions about managing your customer list and its view in QuickBooks Desktop (QBDT). I'll be around to address your concerns.
