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.
