New Report Structure

lmoCDS · ‎July 02, 2023

I had a custom report that I cannot seem to create in the new report menus. Every transaction report or expense report adds the payment account versus the account in chart of accounts. See in my example my old custom report that I can no longer edit...I have expense account. It list what chart of accounts account that expense belongs to. The only account field I can find on the new reports puts like credit card or bank for that selection. That is not what I need.

I need this for workman's comp since the class codes from Timesheet don't come over. Payroll only shows the single class code assigned to employees in payroll settings. The employees have to put in the class code for the service they are performing so I am using "class" on the timesheets. I was able to pull a report that I could filter the account to just payroll and cost of labor.

Then the other columns had:

customer full name which translates to project name

Date

Employee Name

Class

Amount (it would break out a payroll check wages by customer full name)

Am I overlooking it?

I REALLY do not like the new custom reporting and it is not because I was used to the old one. You can't see quickly what columns are selected and the way you have to filter to find your column seems difficult.

Any help would be greatly appreciated.

Already tried calling and that was a nightmare.

GebelAlainaM · ‎July 02, 2023

Thank you so much for informing us about this issue, @lmoCDS. I'll provide some information about this concern.

I understand the importance of having this report you've mentioned in the modern view of the report in QuickBooks Online (QBO). Since it's unavailable in the Modern view, you can still switch back to the Classic view of the report and pull up the custom report you created. Let's click the Switch to Classic view option on the upper right corner of the report to get you back to the old layout.

Also, you can send feedback to our product developers for this feature and other suggestions you have in mind. Any opinion is highly appreciated.

We can click the Give Feedback option on the report base on the screenshot above or refer to the steps below.

Here's how:

Go to the Gear icon.
Choose Feedback.
Enter your comments or product suggestions.
Then click Next to submit feedback.

You may visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

Please know that updating the features and layout in QBO is still ongoing. We appreciate your patience as they work on it.

Feel free to read these articles for further details on managing reports in QBO:

Feel free to post a reply If you need further assistance. The Community will be glad to help you. Keep safe, and have a good one!

lmoCDS · ‎July 02, 2023

Not a solution.

No classic view button on my previous created custom reports.

So you are telling me there is NO way to pull this report again? You have removed functionality that I use to do my job? Is that what you are really saying in your reply?

lmoCDS · ‎July 02, 2023

Please just let the product team know that the new Expense by account is not using the chart of accounts or I need someone who is familiar with the new reports to tell me how to recreate my custom report.

Kurt_M · ‎July 02, 2023

I appreciate you for getting back here in the thread.

Please know that this isn't the experience we'd want you to have when using our products. Also, I recognize how having this option would be an improvement to the quality of the report you're trying to pull up inside your QuickBooks Online (QBO) company. Upon inspecting here on our system, it's still unavailable. I'd recommend sending the feature suggestion to our Product Development Team so they can include it in future program updates. You can refer to the steps outlined by my colleague.

In the meantime, I have a workaround to keep you moving and accomplish your tasks inside QBO. You can consider exporting the report outside your company file and manually adding the data you want to include in your business report. I'll input the steps below:

Access your QuickBooks Online company.
On the left navigational bar, go to the Reports tab.
In the Search bar, input the title of the report.
On the upper-right corner, click the Export button.
Choose Export to Excel.

In addition, here's an article to learn more about what data can be exported from QBO: Export Data out of QuickBooks Online.

Please keep me posted if you have any additional QuickBooks-related queries or need assistance performing tasks inside the program. I'll make sure to get back to you as soon as possible. Stay safe!

lmoCDS · ‎July 03, 2023

Are you kidding me? How does that answer even make sense?

How do you expect me to export a report file of a report that you cannot even create in the first place? I am asking how to pull the columns I need from the new report structure. Are you saying the Account column for an expense report is not working? Don't you find that to be pretty much a level one escalation to the product team?

User987 · ‎August 09, 2023

i'm having the same issue. I like the layout of the new report since i can easily move the column width, however, it does not have all columns that were previously available. And, it has a very few columns that were not previously available but i find it helpful. So, i cannot be happy with neither report now. Since the reports are customizable, why couldn' t they add ALL columns possible so users can mix and match whatever suits our need, instead of QBO deciding what columns to include and exclude. It's quite annoying. Worst thing is, Transaction ID is the only field that is affixed that we can rely on, if we wanted to combine the two reports by vlookup. But Transaction ID is only available in the new Journal. No other reports (not even in Transaction Detail report), so no way i can even do the vlookup even if i'm willing to consolidate multiple reports manually.

It just makes no sense......

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