Customer Balance Detail Report - classic view lets me see all the dates back to June 2023 but Modern view won't go back any earlier than July 2024. What have I missed?

Thank you for reaching out about the Customer Balance Detail Report in QuickBooks Online. I understand you noticed some differences in the available date ranges between the Classic and Modern views. I'm here to help you determine what’s going on and ensure you have access to all the data you need.

To begin, let's review the report settings in Modern View. When you switch from Classic View, the date range or filters may be set differently, which could limit the data displayed. It’s important to verify the reporting period includes June 2023 or your desired date range. Here’s how to check: 

1. Open the Customer Balance Detail Report in Modern view.
2. In the Report period dropdown, select Custom dates.
3. Set your preferred date in the as of field to include the period you need, such as June 2023.
   
   

Additionally, you can customize reports by adding or removing columns and adjusting filters. Try customizing the Customer Balance Detail report to include all necessary information and ensure the date range is set correctly.

If you need assistance in the future with exporting reports in QuickBooks, refer to this article: Export your reports to Excel from QuickBooks Online. This feature will help you to conduct additional analysis or create custom visualizations.

I hope these steps help you access the data you need in Modern View. If you're still experiencing issues or have any questions, please don’t hesitate to reach out. We're committed to ensuring you have a smooth experience with QuickBooks Online.