Select “ Keep Previously Saved Desktop” again – then OK.Return to Edit/Preferences/My Preferences/Desktop View.Go back to Edit/Preferences/My Preferences/Desktop View.Open the following primary Lists and set each of them to display “Hierarchical View”:.Select Keep Previously Saved Desktop – then OK.If you do NOT see “Keep previously saved desktop” (shown in the red box below) select “Save current desktop,” then OK, and return to the same Preference screen.Go to Edit/Preferences/My Preferences/Desktop View.Yaaay – I believe I’ve got it! Here are the steps I currently follow to get the Hierarchical View to “stick” as a default… Then, I decided to take some time to EXPERIMENT to see if I could cage this nasty little gremlin. But the “fix” didn’t seem to hold and I continued to have the problems outlined above. I want to give my Diamond-Level Intuit Support Team some credit here – they provided a one-time-fix and tried to explain it several months ago. (Yuck!) Creating a Default “Hierarchy” Setting So, once again, you need to manually select the menu option to change back into the Hierarchical View. (QuickBooks warns you this time: “All search results will appear in flat view.” OK, we understand and could live with that on a temporary basis while we’re searching, right?)īUT NOW – you CLOSE the Search – and BOOM! The entire list STAYS in the Flat View. THEN you do a “Search” for a name, and results show up in Flat View. You need to change something in one of these Customer or Job records – such as add a phone number – so you Edit, and Save the edited record.īOOM! Your entire list shifts back into the Flat View!Īrrrgh! Now you have to manually switch it back into the Hierarchical View. So far, life is good! BUT THEN you experience… The Disappearing Hierarchical View… So if you right-click on a Customer or Job, from the drop-down menu, you can select Hierarchical View. You would prefer to see it in more of an outline format.
Smithfield, Glenna & Joe:Repairs:Kitchen Hierarchical View to the Visual Rescue!
Smithfield, Glenna & Joe:Remodel:Family Room For instance, you see something like this: You open one of these Lists, and it displays in “Flat View.” In other words, you see the sub-elements listed with their “parents” preceding the job name(s) separated by colons. Hierarchical View in Your Customer:Job List Within your Chart of Accounts Lists, do you have “parent/header” accounts with sub-accounts arranged below? (This structure will provide more understandable and useful management reports.)Īssuming you’ve used the very useful Hierarchical Lists in QuickBooks, you’ve likely experienced the same pain-in-the-fanny problem that my clients and I have encountered.Do you have multiple “layers” of Items arranged in an outline (hierarchical) order? (If so, good! You’ll get better reports.) In your Customer:Job list, do you have a “header” as a Customer, and sub-elements as Jobs? (If not, you may want to do so…).This preference is in the Accounting category of the Preferences window.Do you have QuickBooks lists structured to show a Hierarchical View? (Think “outline” with headers and sub-elements.) For instance: This ensures that once the class feature is turned on, you get in the habit of coding and classifying your transactions consistently. QuickBooks preferences can be changed to require classes while entering transactions. In the left pane of the Preferences window, click Accounting.From the menu, select Edit > Preferences.This feature works the same in versions 2011–2016 of QuickBooks. To turn on the class tracking feature in QuickBooks, follow these five steps.
This feature is turned off by default, as many businesses may not need to use classes. Any transaction that is entered into QuickBooks can be assigned a class. Classes are not limited to just income and expenses, however, and can also be used to classify jobs, customers, and vendors. Class tracking is often used by businesses that have multiple locations, departments, types of sales income, and other categories that should be tracked for reporting and tax purposes. QuickBooks classes can be used to provide additional classification of your accounting transactions.
#HOW TO SETUP INVENTORY IN QUICKBOOKS ENTERPRISE 2019 HOW TO#
How to Enable Class Tracking in QuickBooks
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