Setting up the Hierarchical view in QuickBooks lists is the cleanest way to outline your chart of accounts. But configuring it correctly is a hassle you need to deal with. It’s the time when you look around for the right steps for switching to a Hierarchical view mode of QuickBooks Lists.
Well, after reading this blog post, you will be able to do it effortlessly. But before that, let’s explore a little more about the Hierarchical view in QB.
What do you understand by the Hierarchical View in QuickBooks?
When you have a lot of bookkeeping tasks to perform, tolerating poorly arranged QuickBooks data is just impossible. The Hierarchical view in the QuickBooks lists is the organized structure where you can manage your data without any confusion. Here are a few items that you can view in the QB Hierarchical format:
- Chart of Accounts
- Customer: Job List
- Item List
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Why is the QuickBooks Hierarchical Better Than The QuickBooks Flat View?
There are several instances where you will realize that the QuickBooks Flat view is far better than the Hierarchical View. And it’s the time when your first step is to set up your QuickBooks list in a Hierarchical mode.
For instance, you need to switch to the QB hierarchical view if:
- You can’t move the customers’ list due to its visibility in the QuickBooks Flat Mode
- Understanding the “chart of accounts” data becomes difficult
- Unavailability of the header as a ‘Customer’ and sub-elements as ‘Jobs’ in the Customers list
- Missing layers in the list of items that segregates the list for analyzing it better
How to set up Hierarchical View in QuickBooks?
Method 1: By Creating Default Settings For Hierarchical Mode
Although you can manually change your QuickBooks view settings into Hierarchical view, here is how to change it to default.
- Initially, shut down all the Intuit QuickBooks Windows.
- Later on, navigate to the Edit/Preferences/My Preferences/Desktop View.
- In case, you can’t view the “Keep previously saved desktop,” choose the “Save current desktop” option and tap OK. Once done, you have to come back to the same Preference screen.
- Moving ahead, click on the “Keep Previously Saved Desktop” option and hit OK.
- Next, open the primary lists, including the Charts of Accounts, Item List and Customer: Job List. And then, set each of them to the “Hierarchical View” mode.
- Now, return back to the Edit/Preferences/My Preferences/Desktop View and select the Save Current Desktop option.
- Lastly, pick the “Keep Previously Saved Desktop” once again and tap OK.
Method 2: By Switching to Hierarchical View Manually
Several times, the QuickBooks list in the Hierarchical View resets back to the original list. And the main reason behind it is the list automatically appears in the Flat mode after making certain changes. Here is how you can manually reset your Customer Center back to a hierarchical view:
- To start with, tap on the Customers option from the menu bar.
- Furthermore, choose the Customer Center option.
- After right-clicking on your Customer list, tap on the Hierarchical View mode.
FAQs
Ques 1) When does the Hierarchical view in QuickBooks disappear?
Whenever you make changes to the job records like phone number edits, then you might switch back to flat view. Here is where you may need to change your QuickBooks Hierarchical view settings.
Ques 2) What do you understand by QuickBooks lists?
Lists are the building blocks that let QuickBooks manage records without any hassle. For instance, when you have to create an invoice, your list will include objects like name, item, description, rate, etc.
Wrapping it up:
Managing charts of accounts becomes a fun process if there is a hierarchy in the data arrangement. Hopefully, this blog post will help you in setting up the Hierarchical view in QuickBooks Lists effortlessly.
However, getting confused is the basic human nature that everyone has to go through, be it you or your colleague. In that, case you are just a call away to connect with our QuickBooks experts.
