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Established Member

Hierarchical View for Chart of Accounts

I'm using Quickbooks Premerir 2019 (Desktop, Windows) and can't seem to get the Chart of Accounts (CoA) to display in hierarchical view.  When I display the CoA and right click on the list, the flat/hierarchical option is not available (as described in other forums I've searched for this issue).

Solved
Best answer 07-13-2019

Accepted Solutions
QuickBooks Team

Re: Hierarchical View for Chart of Accounts

Thanks for reaching out to QuickBooks Community, @CoeParkTreasurer.


The Flat and Hierarchical View options are available from the Account drop-down at the bottom of the Chart of Accounts. Here’s a screenshot for visual reference:

 


If it’s still missing on your QuickBooks Desktop, I recommend running the Verify and Rebuild Utility Tool to resolve any data integrity issues on the company file. Always create a backup to avoid any accidental data loss before performing these steps.
1.    Go to the File menu.
2.    Select Utilities, then Rebuild Data.
3.    Click OK on the QuickBooks Information window. 
4.    Follow the prompt to save a backup.
5.    Hit OK when you see Rebuild has completed.

 

 

 

Once done, follow the instruction above except choose verify instead of rebuild. Check out this article for reference: Resolve data damage. In the same link, you’ll find other data damage troubleshooting steps for Windows.


Let me know if you need anything else. I’m always here to help. Have a good one!

5 Comments
QuickBooks Team

Re: Hierarchical View for Chart of Accounts

Thanks for reaching out to QuickBooks Community, @CoeParkTreasurer.


The Flat and Hierarchical View options are available from the Account drop-down at the bottom of the Chart of Accounts. Here’s a screenshot for visual reference:

 


If it’s still missing on your QuickBooks Desktop, I recommend running the Verify and Rebuild Utility Tool to resolve any data integrity issues on the company file. Always create a backup to avoid any accidental data loss before performing these steps.
1.    Go to the File menu.
2.    Select Utilities, then Rebuild Data.
3.    Click OK on the QuickBooks Information window. 
4.    Follow the prompt to save a backup.
5.    Hit OK when you see Rebuild has completed.

 

 

 

Once done, follow the instruction above except choose verify instead of rebuild. Check out this article for reference: Resolve data damage. In the same link, you’ll find other data damage troubleshooting steps for Windows.


Let me know if you need anything else. I’m always here to help. Have a good one!

Established Member

Re: Hierarchical View for Chart of Accounts

Perfect!  Solved my problem.

I just wasn't seeing the "Accounts" drop down at the bottom of the screen.

QuickBooks Team

Re: Hierarchical View for Chart of Accounts

That's good to hear, @CoeParkTreasurer.

 

If you need more assistance or have any other concern, leave a comment. I'm more than happy to help. Take care!

 

 

Active Member

Re: Hierarchical View for Chart of Accounts

While I can get a hierarchical Chart of Accounts with inactives flagged to display on screen I have found no way to print same. I can get the flag in flat print but not hierarhical. Can this be done?

QuickBooks Team

Re: Hierarchical View for Chart of Accounts

Good observation, George_19417.

 

For now, you're unable to print the same in the hierarchical view. 

 

As a workaround, you'll want to print the screen by pressing Print SC on your keyboard, then paste it in MS Word. 

 

I'll personally share your concern to our management team. This will be forwarded to our product developers for evaluation.

 

We're just right here if you have more questions. Just leave a comment below.