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List of QuickBooks Online reports available in Modern view

by Intuit•6• 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 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

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
Statement of Changes in Equity	X
Profit and Loss	X
Profit and Loss by Customer		X
Profit and Loss by Location	X
Profit and Loss by Class	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 aging summary		X
Accounts receivable aging 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
Customer Contact List		X
Income by Customer Summary		X
Sales by Customer Summary		X
Sales by Customer Detail		X
Deposit Detail		X
Estimates 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
Physical Inventory Worksheet		X
Time Activities by Customer Detail		X
Transaction List by Customer		X
Transaction List by Tag Group	X
What you owe
Accounts payable aging summary		X
Accounts payable aging 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
T4A Contractor Info		X
T4A Detail		X
T5018 Contractor Info	X
T5018 Detail		X
Transaction List by Supplier		X
Purchases by Supplier Detail		X
Supplier Contact List		X
Expenses by Supplier Summary		X
Employees
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
General Ledger		X
Transactions without sales tax	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
Payroll
Paycheque History	X
Payroll Deductions/Contributions	X
Payroll Summary by Employee	X
Employee Directory	X
Employee Details	X
Multiple Worksites	X
Payroll Details	X
Payroll Item List	X
Payroll Summary	X
Vacation and Sick Leave	X
Retirement Plans	X
Payroll Tax Liability	X
Payroll Tax Payments	X
Total Payroll Cost	X
Total Pay	X
Payroll Tax and Wage Summary	X
Workers’ Compensation	X
Recent/Edited Time Activities	X
Time Activities by Employee Detail		X

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