Back in November 2023, we revealed plans to update our reporting engine and phase out Classic View in Standard and Custom Reports. Due to customer concerns, we postponed these changes to May 2024. Since May 2024, we’ve been working to upgrade the QuickBooks reporting experience. This migration to Modern View reporting is well underway, with numerous Standard reports now opening to Modern View by default.
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Preparing your reports for the future with Modern View
Why are we upgrading our reporting capability?
The decision to migrate from Classic View to Modern View is not driven by visual appeal but by customer need. We’re shutting down our legacy QuickBooks reporting platform and migrating to the new reporting platform so we can deliver the features and reliability customers have been requesting for many years. Unfortunately, the delivery of these new features on the existing Classic View platform was not feasible.
How is the upgrade going?
More and more reports in QuickBooks are now available in Modern View. And you'll notice that reports with the “Page” symbol next to the title (see below) now open automatically in Modern View.
We will continue to upgrade reports to Modern View and, whilst you still have the option to switch back to Classic View today, we will gradually need to remove this option as the migration to the new platform is completed.
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How are we ensuring a smooth transition?
We understand any change to QuickBooks can cause concern and unrest, that’s why we have engaged an international panel of over 50 accountants to test and approve each report before it is migrated. These accountants use the QuickBooks reports regularly and have provided direct feedback on the changes they would like to see. In keeping with our commitment to the panel and our customers, we won’t remove Classic View for any individual report until they have confirmed that the new reports are as good as the original.
What can you look forward to?
The Modern View reporting platform delivers several significant benefits across the QuickBooks product suite including better performance when running larger reports, new reporting templates, improved column and filter customisation, greater access control to reports and the introduction of Intuit AI Assist to support your analysis and commentary requirements.
For those using QuickBooks Online Advanced, additional reporting benefits include new revenue recognition and fixed asset reports (where the functionality is available), a new custom report builder, new pivot table functionality and additional chart creation capabilities. And with the addition of Spreadsheet Sync, a tool that transfers data back and forth between QuickBooks Online Advanced and Excel, you can streamline multi-company consolidations and reporting.
What’s next?
We will continue to keep you updated on what’s happening and what’s coming next throughout the rollout process. You can get a head start by learning how to use the Modern View reports here. And at any stage, should you have a question or any concerns, your Partner Development Manager and our Customer Success team are here to help.
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