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Product Release
product update

Preparing your reports for the future with Modern View

In November 2023, we announced our plans to update our reporting engine which would result in the removal of Classic View across Standard and Custom Reports. This raised concerns among our customer base so we decided to hold off these changes until May 2024. As May quickly approaches, we wanted to provide an update on this important project.

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. 

When will the upgrade commence?

As you may have already seen, many reports available today in QuickBooks are available in Modern View, which is indicated by “New Enhanced Experience” next to the report title (see below). 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.

We will inform you which reports are being migrated and which are no longer available in Classic View during each phase. And while the layout of the new Modern View may differ from Classic View, we aim to maintain the spirit of Classic View as closely as possible.

Preparing your reports for the future with Modern View

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 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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