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July 29, 2020
Question

How can I keep my customer list to stay in hierarchial format? I have already tried all suggestions in support.

  • July 29, 2020
  • 3 replies
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Original commenter did not share additional details

3 replies

BigRedConsulting
July 29, 2020

Normally it just stays that way by itself - stays however you left it last.  What's happening in your case?

cmjarrettAuthor
July 31, 2020

I understand that's what's normal.  This is not the first time this has happened in my system.  When I leave the customer center to do something else and then come back I find it out of hierarchal mode.  Support has given me several fixes, all of which I have tried and it seems fixed for while, then happens again.  I am beyond frustrated.  Thanks for any suggestions.

July 13, 2021

We also have the exact same issue.  Our main user always sees customers in hierachical view.  The rest of us would like to see it that way too but we have to manually change it EVERY time.  Even if we are still working in the same customer, it immediately goes back to flat view just after one action.  We are all very frustrated with this.  Our staff has tasked me with finding the answer as to how we can change our settings to keep it in hierarchical view.  We assumed you could change it in settings, view or preferences but we can't find anything that works.  Please help! 

August 2, 2021

They way I got it to stick was...

Put in Hierarchical mode...Customize Columns... Add a variable to the columns....Save..

The mode stuck for me after this... Removed the additional column afterwards.

Maybe someone else can verify?

August 2, 2021

Hello there, @CSAA. It's nice to have you here.

 

I'll be providing some details about additional columns in QuickBooks Desktop.

 

When your customer lists are in Hierarchical format, you can still add columns and they'll not be removed.  Let's just make sure to do it in the Customer Center.

 

The steps below will walk you through completing the task:

 

  1. Go to the Customer menu.
  2. Select Customer Center.
  3. Right-click on any of your customers or jobs.
  4. Then, select Customize Columns.
  5. Add all the available columns you need. Click the column you want to add > Add.
  6. Then, hit OK.

 

Other columns cannot be seen directly because many columns are displayed under Customer & Jobs.

 

To view all the columns, you need to drag the right line by placing your mouse pointer. Then, release the mouse button. Also, you can adjust the width of each column. This helps to have the desired width, so it is wide enough to contain the data of each column. 
 

I've added a sample screenshot below. As we can see, we have now a bigger space for all columns. Doing this helps us view all the data/columns we've applied.

 

If the same thing happens, you can run the Verify/Rebuild Utility tool. It resolves common data issues within your company file. Afterward, you'll have to restart and re-open your QuickBooks Desktop to make sure the fix applies to your book.

 

Let me know how it goes. I'll be around if you need further assistance with your concern. Take care and stay safe.

February 12, 2025

Hi,

Resort teh customer list then change to hierachical view (right click and check mark). Janice