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List of QuickBooks Online reports available in Modern view

by Intuit Updated 5 days 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 customizations 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 familiarize 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
  • Physical Inventory Worksheet
  • Open Invoices
Report nameClassic view onlyClassic and Modern viewModern view only
Bill Approval StatusX
Invoice Approval StatusX
Product/Item Profitability by CustomerX
Business overview
Audit LogX
Balance SheetX
Balance Sheet ComparisonX
Balance Sheet DetailX
Balance Sheet SummaryX
Statement of Cash FlowsX
Business SnapshotX
Statement of Changes in EquityX
Profit and LossX
Profit and Loss by CustomerX
Profit and Loss by LocationX
Profit and Loss by ClassX
Profit and Loss by MonthX
Profit and Loss by Tag GroupX
Profit and Loss ComparisonX
Profit and Loss DetailX
Profit and Loss as % of total incomeX
Profit and Loss year-to-date comparisonX
Project Profitability SummaryX
Quarterly Profit and Loss SummaryX
Who owes you
Accounts receivable aging summaryX
Accounts receivable aging detailX
Collections ReportX
Customer Balance SummaryX
Customer Balance DetailX
Invoice ListX
Invoices and Received PaymentsX
Open InvoicesX
Statement ListX
Terms ListX
Unbilled chargesX
Unbilled timeX
Sales and customers
Sales by Customer Type DetailX
Customer Contact ListX
Income by Customer SummaryX
Sales by Customer SummaryX
Sales by Customer DetailX
Deposit DetailX
Estimates by CustomerX
Inventory Valuation DetailX
Inventory Valuation SummaryX
Product/Service ListX
Sales by Product/Service SummaryX
Sales by Product/Service DetailX
Payment Method ListX
Physical Inventory WorksheetX
Time Activities by Customer DetailX
Transaction List by CustomerX
Transaction List by Tag GroupX
What you owe
Accounts payable aging summaryX
Accounts payable aging detailX
Bills and Applied PaymentsX
Bill Payment ListX
Unpaid BillsX
Supplier Balance SummaryX
Supplier Balance DetailX
Expenses and suppliers
Cheque DetailX
Purchases by Product/Service DetailX
Open Purchase Order DetailX
Open Purchase Order ListX
T4A Contractor InfoX
T4A DetailX
T5018 Contractor InfoX
T5018 DetailX
Transaction List by SupplierX
Purchases by Supplier DetailX
Supplier Contact ListX
Expenses by Supplier SummaryX
Employees
Recent/Edited Time ActivitiesX
Time Activities by Employee DetailX
For my accountant
Account ListX
Balance SheetX
Balance Sheet ComparisonX
Statement of Cash FlowsX
General LedgerX
Transactions without sales taxX
JournalX
Recurring Template ListX
Profit and LossX
Profit and Loss by Tag GroupX
Profit and Loss ComparisonX
Recent TransactionsX
Reconciliation ReportsX
Trial BalanceX
Transaction Detail by AccountX
Transaction List by DateX
Transaction List with SplitsX
Payroll
Paycheque HistoryX
Payroll Deductions/ContributionsX
Payroll Summary by EmployeeX
Employee DirectoryX
Employee DetailsX
Multiple WorksitesX
Payroll DetailsX
Payroll Item ListX
Payroll SummaryX
Vacation and Sick LeaveX
Retirement PlansX
Payroll Tax LiabilityX
Payroll Tax PaymentsX
Total Payroll CostX
Total PayX
Payroll Tax and Wage SummaryX
Workers’ CompensationX
Recent/Edited Time ActivitiesX
Time Activities by Employee DetailX

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