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List of QuickBooks Online reports available in Modern view

by Intuit•1• Updated 4 months ago

Learn which QuickBooks Online reports are available in the New Enhanced Experience as well as Classic view.

QuickBooks Online reports are transitioning to the new Modern View. This change is driven by our commitment to continuously improve and meet your evolving needs. As part of this transition, we're saying goodbye to our legacy reporting platform and embracing a new infrastructure that enables us to deliver the features and reliability you've been asking for.

Here's what you can look forward to with the Modern view:

Faster loading times and fewer crashes for reports with lots of lines
Improved user permissions for reporting to ensure your data is secure when multiple users are using QuickBooks Online
Immediately preview customisations before saving your report

We understand that change can be overwhelming, and we are taking a thoughtful approach to ensure a smooth transition over the rest of 2024. We’re using a phased approach to gradually introduce groups of reports in the new reporting platform, giving you time to familiarise yourself with Modern view.

Reports planned for removal of Classic view

To help adjust to change, please be aware that the following reports will only be available to view in Modern view sometime later in 2024:

Location List
Class List
Product/Service List
Terms List
Payment Method List
Sales by Location Detail
Transaction List by Customer
Transaction List by Supplier
Stock Take Worksheet
Open Invoices

Expand this section to see a table of all of the reports available in Modern and Classic views:

Report name	Classic view only	Classic and Modern view	Modern view only
Bill Approval Status			X
Invoice Approval Status			X
Product/Item Profitability by Customer			X
Business overview
Audit Log	X
Balance Sheet		X
Balance Sheet Comparison	X
Balance Sheet Detail	X
Balance Sheet Summary	X
Statement of Cash Flows		X
Business Snapshot	X
Custom Summary Report	X
Statement of Changes in Equity	X
Profit and Loss	X
Profit and Loss by Customer		X
Profit and Loss by Month		X
Profit and Loss by Tag Group		X
Profit and Loss Comparison		X
Profit and Loss Detail	X
Profit and Loss as % of total income		X
Profit and Loss year-to-date comparison		X
Project Profitability Summary	X
Quarterly Profit and Loss Summary		X
Who owes you
Accounts receivable ageing summary		X
Accounts receivable ageing detail		X
Collections Report	X
Customer Balance Summary		X
Customer Balance Detail		X
Invoice List		X
Invoices and Received Payments		X
Open Invoices		X
Statement List	X
Terms List		X
Unbilled charges		X
Unbilled time		X
Sales and customers
Sales by Customer Type Detail		X
Quotes & Progress Invoicing Summary by Customer	X
Customer Contact List		X
Income by Customer Summary		X
Sales by Customer Summary		X
Sales by Customer Detail		X
Deposit Detail		X
Quotes by Customer		X
Inventory Valuation Detail		X
Inventory Valuation Summary	X
Product/Service List		X
Sales by Product/Service Summary		X
Sales by Product/Service Detail		X
Payment Method List		X
Stocktake Worksheet		X
Time Activities by Customer Detail		X
Transaction List by Customer		X
Transaction List by Tag Group	X
What you owe
Accounts payable ageing summary		X
Accounts payable ageing detail		X
Bills and Applied Payments	X
Bill Payment List		X
Unpaid Bills		X
Supplier Balance Summary		X
Supplier Balance Detail		X
Expenses and suppliers
Cheque Detail		X
Purchases by Product/Service Detail		X
Open Purchase Order Detail		X
Open Purchase Order List		X
Transaction List by Supplier		X
Purchases by Supplier Detail		X
Supplier Contact List		X
Expenses by Supplier Summary		X
Employees
Employee Contact list		X
Recent/Edited Time Activities	X
Time Activities by Employee Detail		X
For my accountant
Account List		X
Balance Sheet		X
Balance Sheet Comparison	X
Statement of Cash Flows		X
Uncoded transactions	X
General Ledger Summary	X
General Ledger		X
Journal		X
Recurring Template List	X
Profit and Loss	X
Profit and Loss by Tag Group		X
Profit and Loss Comparison		X
Recent Transactions		X
Reconciliation Reports	X
Trial Balance	X
Transaction Detail by Account		X
Transaction List by Date		X
Transaction List with Splits	X

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