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Quickbooks 2020 Customer List: Hierarchical view constantly resets to flat

Forum|Forum|5 years ago
August 11, 2020
5 replies
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Every time I do things in the customer list in Quickbooks 2020 that should have nothing to do with the display of the list, such as resizing columns, or switching between the customer list and the split view (where you see the transactions for an item in the customer list), the customer list itself switches from hierarchical to flat. Why? Clearly this is another bug in 2020. Am I alone in seeing this?

Windows 10, latest update to Quickbooks Pro 2020 Desktop.

Remind me again why this software costs me more than $200 every 3 years?

QuickBooks Desktop

Best answer by ReymondO

Let me help you fix this so you can get back to your business, @friolator.

There is no similar issue posted on the Community page with regards to the view on the customer list. It could be that there's a data error with your company file that causing this behavior.

Let's fix this out by performing some basic troubleshooting steps. We can start by running a Verify Data Tool in QuickBooks Desktop (QBDT) to trace the cause of this concern. Here's how:

Choose File and click Utilities.
Select Verify Data.

In case you see a specific error message, there may already be an article for it. You can check out our QuickBooks Desktop support site for specific instructions so you can fix it.

If not, let's proceed to rebuilding your company file to fix the data damage. Just to go File and select Utilities. Then, click Rebuild Data.

Also, please create back up before performing these steps. This way, we can make sure that all of your files are secured.

If you still have data issues, use the QuickBooks File Doctor to fix your company file.

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.

R

ReymondOAnswer

Let me help you fix this so you can get back to your business, @friolator.

There is no similar issue posted on the Community page with regards to the view on the customer list. It could be that there's a data error with your company file that causing this behavior.

Let's fix this out by performing some basic troubleshooting steps. We can start by running a Verify Data Tool in QuickBooks Desktop (QBDT) to trace the cause of this concern. Here's how:

Choose File and click Utilities.
Select Verify Data.

In case you see a specific error message, there may already be an article for it. You can check out our QuickBooks Desktop support site for specific instructions so you can fix it.

If not, let's proceed to rebuilding your company file to fix the data damage. Just to go File and select Utilities. Then, click Rebuild Data.

Also, please create back up before performing these steps. This way, we can make sure that all of your files are secured.

If you still have data issues, use the QuickBooks File Doctor to fix your company file.

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.

F

friolatorAuthor

There were no errors on verification so I did a rebuild. That found an error, which it fixed. Now it doesn't seem to be resetting the customer view from hierarchical to flat. Thanks.

S

ShiellaGraceA

Thanks for the information, @friolator.

Let's run the QuickBooks File Doctor tool to get this resolved. Let me walk you through the steps.

Close QuickBooks, and then download QuickBooks Tool Hub.
Open the file you downloaded (QuickBooksToolHub.exe). Then, follow the on-screen steps to install and agree to the terms and conditions.
When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
From the tool hub, select the Company File Issues tab.
Click Run QuickBooks File Doctor.
In QuickBooks File Doctor, choose your company file from the drop-down menu. If you don’t see your file, select Browse and search to find your file.
Click Check your file (middle option only) and then Continue.
Enter your QuickBooks admin password and then select Next. The scan time will depend on your file size.

Once the scan finishes, restart your computer, open QuickBooks, and check if you can switch your customer view. You can learn about fixing company file issues at this link here: Fix company file and network issues with QuickBooks File Doctor.

Reach out to us anytime if you have our concerns or questions, we're here to lend a hand. Thanks for coming by and I wish you have a great day ahead.

AmericanRV

I've had many, many versions of QuickBooks, currently using QB 2021 Premier. The sort problem JUST started today, out of the blue; every time I switch from the customer window to another one and back, it's gone back to flat. All I've done today is update payroll (there were no updates). Nothing else. Why would it do this? I hope this isn't the beginning of the same headache others are talking about here.

There are so many issues that seem so simple (to be fair, I don't know what it would take to fix them and can't know if they're actually "simple") ... Year after year after year we're told to leave a comment for support, that it will be corrected in an upcoming version -- and these never, ever are fixed. Many years ago the Search function stopped working; it worked fine up until it broke. After much searching I found a post explaining that the function had basically been removed (although it still sometimes worked) because they found a security issue in the code. Still waiting for that to be fixed. The promised "fixed in a future release" hasn't yet happened. Search is different from Find, and I relied on it heavily back when it worked. To me, it seems the "upgrades" and annual versions QB releases are for the most part cosmetic. I'd rather they focus on the actual (mal-)functions in the software than the appearance. It seems clear the people writing programming for QB aren't end users.

E

Evalive

Actually this is doing what it’s designed to do…It’s a saved view that your program is reverting to. Look under preferences/desktop view once you have your lists sorted hierarchically, and save the desktop. Now tell it to open in a previously saved view and voila.

L

lalalee1

You are not alone I am been dealing with this for 10 or more years. I have Enterprise now and it still does it.

The rebuilding the data does not work! Can we remove the flat file view? lalalee

K

kelper62

I just started having the same problem. Everyday QuickBooks has changed my customer view to "Flat View". So everyday I have to change back to "Hierarchal View". I know how to fix it but this obviously an issue. Why is this happening?

S

SirielJeaB

My utmost priority is to ensure a seamless experience while using QuickBooks Desktop (QBDT), kelper62. I'll help you isolate your issue.

Since the Hierarchical view constantly resets to Flat view even after you update it with your preferred Customer view within the program, I recommend verifying and rebuilding your data in QBDT. The verify tool locates the most common problems in a company file, and the rebuild tool fixes them.

To verify the data:

Go to Window, then click Close All.
Navigate to File, then Utilities.
Choose Verify Data.

To rebuild the data:

Go to File, Utilities, then click Rebuild Data.
Follow the on-screen instructions, then select OK.
Choose a location for your backup, then click OK.
Type in a new name in the File name. Click Save.

For detailed steps, see this article: Verify and Rebuild Data in QuickBooks Desktop.

Refer to this article if you need to track your financial position in QBDT: Understand reports.

Kindly leave a comment below if there's anything else you need. I'm committed to assisting you in resolving any issues you may have. Keep safe.

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