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Level 2

hierarchical view in QBO

Is it possible to view customers in quickbooks online in the hierarchical view like on quickbooks desktop?

2 Comments 2

hierarchical view in QBO

Hello there, JMCabinets.


To have an option to view list hierarchically is a good feature. 


As of now, we are unable to sort customer lists hierarchically. That said, I'll take note of this idea and share it with our Developers team. 


You can also send feedback on your end by clicking the Gear icon and selecting Feedback.Screenshot 02.jpg



As a workaround, you can run a report and sort them by Shipping City, Zip, State, Billing City, State, and Zip.


Let me guide you with these steps:


  1. From the Reports tab, select Reports.
  2. Enter and select Customer Contact List.
  3. Under Rows/columns, select your preferred group.
  4. Click Run report.

Screenshot 01.jpg


If you want to add or remove some data on the report, you can modify it. Here's an article as your guide: Customize report.


You can also save the same set of customization by memorizing the report.


In addition to, feel free to browse our Feedback page to know what's new with QuickBooks.


Know that I'm just a post-away if there's anything that I can help with QuickBooks. I'll be happy to guide you!


Level 2

hierarchical view in QBO

The hierarchy view is a set of columns that show the hierarchical relationships between objects.Typically, the hierarchy view shows a parent/child and sibling relationships but may also show more complex relationships that are several levels deep such as a great-grandparent/great-grandchild.

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