Modern View reporting rollout update

We’ve been working hard to deliver an upgraded reporting experience in QuickBooks. The migration to Modern View reporting is nearly complete, with most Standard reports now opening by default in Modern View. Importantly later this year, Modern View will become the only view available as the option to switch back to Classic view will be removed. 

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 (Classic View) 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?

With feedback from an international panel of over 50 accountants, more and more reports now automatically open in Modern View. These reports are identifiable with the “Page” symbol next to the report name (see below).

The reports currently being upgraded to Modern View include:

• Transaction List
• Profit and Loss
• Balance Sheet
• Trial Balance
• Profit and Loss by Month
• General Ledger
• Profit and Loss by Class
• Profit and Loss Detail

We will continue to upgrade reports to Modern View, and whilst you still have the option to switch back to Classic View today, it’s important to note we will be removing this option in the coming months, leaving Modern View as the only reporting option.

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.

Like to learn more?

We will continue to keep you updated throughout the migration process. In the meantime, if you’d like to learn more, you can read our support article on Modern View reporting and see how you can customise reports by checking out our video series. 

And at any stage, should you have a question or any concerns, your Partner Development Manager and our Customer Success team is here to help.