What do I need to do to get the customer list to stay on hierarchal view? Everytime I close an invoice, estimate, etc... the customer list switches back to flat view.

Hi.  I tried resorting the customer list & it still doesn't stay in hierarchical view.  I'm using QB Pro 2019, & just starting using Jobs to keep track of change orders & additional work, so this is really important to me.  Any solutions?  I've also tried rebuilding & verify data.  That didn't work either.

Hi there, SuperiorGCAZ.

After selecting the Hierarchical View from the Customers window, let's go to the settings and save the current desktop view. 

Here are the steps: 

1. Go to Edit > Preferences.
2. In the Preferences window, select Desktop View on the left panel.
3. Select My Preferences.
4. Under Desktop, put a check mark on the Save current desktop option.
5. Hit the OK button.

Once done, go back to the Customers page and check to see if it stays in the Hierarchical View. Otherwise, reach out to our Customer Care Team to investigate this further. Before doing so, please check our support hours here. Then follow these steps:

1. Go to Help > QuickBooks Desktop Help.
2. In the Have a Question window, click the Contact Us link at the bottom.
3. From the Contact Us page, select any topics.
4. Under Here's how to connect with a QuickBooks expert section, click the Get Phone Number or Start a Message button.

Please don't hesitate to leave a comment here if you have any additional questions or other concerns. Stay safe. 

I am having the same issue.  While these instructions do work, the minute you move from the customer list and come back, it is back to flat view.  I have to do these steps every time?  There has to be a fix to this issue.  There was a recent update.  I think this is a bug from that.

I tried this too.  It still does not work.

We appreciate you for performing the steps provided by my colleague, Ana.

I'll be here adding help in fixing your issue with your customer list not staying in a Hierarchical view.

Beforehand, we'll need to create a backup to avoid losing any of your data. Then, we'll now be going to run repair tools for QuickBooks Desktop. 

Here's how:

1. Close first your QuickBooks.
2. Download the most recent version of QuickBooks Tool Hub, and save it where it can be located easily. If we've installed Tool Hub before, we can find out which version we have by just clicking the Home tab then it will show on the bottom.
3. Open the file we've downloaded (QuickBooksToolHub.exe). Next, we'll need to install and agree to the terms and conditions by following the on-screen steps.
4. To open the tool hub double-click the icon on our Windows desktop, when the installation finishes. (If you can't find the icon, do a search in Windows for QuickBooks Tool Hub and select the program).

Afterward, we'll need to Run Quick Fix my program, it'll run a quick repair and will shut down any background processes on your program. 

1. In the QuickBooks Tool Hub, select Program Problems
2. Select Quick Fix my Program.
3. Start QuickBooks Desktop and open your data file.

If the error still persists, Run the QuickBooks Install Diagnostic Tool this will fix common installation issues. 

1. Open the QuickBooks Tool Hub, then select Installation Issues.
2. Select QuickBooks Install Diagnostic Tool. Let the tool run. It can take up to 20 minutes.
3. When the tool finishes, restart your computer and start QuickBooks Desktop, then open your data file.
4. Update your QuickBooks to the latest release. This makes sure you have the most recent fixes and security updates.

Once done performing the steps, if the error in your customer's list still occurs. I recommend contacting QuickBooks Desktop support to help you point out the root cause of your issue and fix it.

Keep me posted if you have more questions about the customer list, providing assistance to you will be an honor. Have a blessed year!

Went through all these steps including the Tool Hub - restarted PC and QB and still will not stay in Hierarchal view?

Thank you for trying all the solutions provided by my colleagues above, @kboyenger. 

Let's try some additional troubleshooting steps to keep your customer center in Hierarchal view. Such as resorting all your lists. Resorting the lists will clear any damage that's within them that can cause view changes to not stay. I've included some steps below to resort. 

1. Go to the Customer menu and choose Customer Center.
2. Right-click with your mouse and select Re-sort List. 
3. Hit OK. 

You'll want to be sure to complete these steps for all the lists. You can see additional details about this process in Resort lists in QuickBooks Desktop. 

Once the lists have resorted, please log off and close QuickBooks so the changes can take effect. 

However, if you still notice the changes aren't saving, I recommend contacting our Technical Support Team. This way, one of our agents can review your account in a secure environment and investigate this matter further.

Please keep us posted. You can always come back to this thread if you have any other questions or concerns. Take care!