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Keeping your customer list to stay in a hierarchical format is my priority, @Shala1.
Yes, you're correct. There's a specific desktop setting where you can set QuickBooks Desktop (QBDT) to stay in a hierarchical view. This way, you and all other staff members can always see the list of customers in an orderly manner.
Here's how:
- 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. I've attached a screenshot below for your reference.
In case the issue persists, I encourage you to run the Verify/Rebuild Utility tool. This will help identify common data issues within your company file. Then, restart your computer to ensure all components are updated.
Keep me posted if you have other questions about managing your customer list in QBDT. I'll make sure to address it right away. Have a great day.