Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Sastra-Maharaj
Level 1

How to save my transaction report view to stay in classic mode?

 
2 Comments 2
JoesemM
Moderator

How to save my transaction report view to stay in classic mode?

Hello there, Sastra.

 

We can save customized reports in the Classic mode by using the Save Customization button and assigning a unique name (e.g., Transaction Report - Classic View) for easy identification. Let me guide you through this process.

 

Here's how:

 

  1. Click the Reports menu and select Standard reports.
  2. Choose the report you want to make changes to, then select Customize report.
    DF.png
  3. After you've made the changes you want to the report, click Run report.
  4. In the Report name field, enter a descriptive name for the report.
  5. Switch on Share with others, to make it visible to others who can access the report.
  6. Select Add to group ▼ dropdown, then select the group you want to add this report to.
  7. Click Save.

image.png
For additional details on saving customized reports, check out this helpful article: How to Save a Customized Report in QuickBooks Online. The article also includes steps for exporting, syncing, and printing reports.

 

If you have any further questions about managing reports, feel free to leave a comment below. We'll always be right here to help.

KayePe
QuickBooks Team

How to save my transaction report view to stay in classic mode?

Hello there, Sastra.

 

We wanted to follow up and check if the resolution we provided was able to address your concern.

 

If you need more guidance, please let us know. Happy to help!

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us