Collapse Reports

Thanks for reaching out regarding the issue you're experiencing with reports collapsing after updating to QuickBooks 2024, JohnRider. Let me route you in the right direction for support regarding this matter.

I know how important it is to have your reports displayed accurately. However, there's an ongoing investigation into the root cause of this matter, and our product engineers are diligently working to find a permanent solution for this problem. That said, I recommend contacting our Customer Care Team so they can add you to the affected users list. This way, you'll receive an email notification once an update becomes available. 

Here's how to reach us:

1. On the top menu, go to Help.
2. Select QuickBooks Desktop Help/Contact Us.
3. Click Contact Us.
4. Give a brief description of your concern. Then, Continue.
5. Sign in to your Intuit account. Then, enter the code you receive in your email.
6. Choose to Chat with us or Have us call you.

Please check out support hours in this article so your concerns get promptly addressed: Contact QuickBooks Desktop support.

I appreciate your patience while we're working on resolving this issue. If you have any additional questions or need further assistance about anything QuickBooks-related, don't hesitate to reach out. I'm just one post away, JohnRider.

Same issue here in Accountant Enterprise v24.0 - please fix soon.

@JohnRider 

You're experiencing Intuit's new and improved reports for QuickBooks Desktop!

They're provided by the We-Don't-Know-How-To-Test-Software team, seemingly in an effort to make QuickBooks Online reports look better.

Rest assured, studies show that they're much easier to read, given that they contain almost no information. Yes, very streamlined and modern!

Please at least make my custom expansions/collapses save in a memorized report. I am already tired of fixing the presentation every time I refresh the report.

We updated to the newest release yesterday and having the same problem in Desktop Enterprise Solutions: Professional Services 24.0.  Collapse is all or nothing now - no partial collapse options.  Memorizing also does not work because the report defaults to fully expanded.  Please fix!  

I'll provide the details about the ongoing issue of being unable to collapse reports after updating QuickBooks Desktop (QBDT) Enterprise to the newest version, @D Cicero.

Please be aware that there's an ongoing investigation regarding users unable to collapse the reports after updating to the latest QBDT version. Our product engineers are fully aware of the issue and are working hard to find a solution. Although we don't have an exact timeframe for the resolution yet, please rest assured that we're actively working on it.

In the meantime, I suggest reaching out to our support team so they can add you to the affected user list and receive timely updates about this matter whenever available.

Here's how to contact them within QBDT:

1. Open your company account.
2. Go to the Help tab and select QuickBooks Desktop Help / Contact Us.
3. Select Contact Us.
4. Enter a summary of your concern, then click Continue.
5. Follow the on-screen steps to continue.
6. Select either Chat with us or Have us call you.

For more info about QBDT support and their hours of operation, please refer to this article: Contact QBDT support.

For future reference, I'll attach this article to get more info about revising memorized reports and more in QBDT: Create, access, and modify memorized reports.

I'll be around to assist with any other questions about generating and memorizing reports. Take care.

I went thru the steps you listed and contacted help. They tried to tell me how to create a custom report. They weren't even familiar with the issue until I copied and pasted some of the comments from this forum. Ridiculous! So I have spent 30 minutes so far and still not on this so called "list" to receive updates on when this error will be fixed. 

Intuit's support at it finest!  Always a pleasure.

Same issue.  Extremely frustrating!

SUPER ANNOYING! I think Intuit is trying to make desktop more and more unusable, so we'll all switch to the more profitable QBO.

thanks intuit for the update! you're the best! 

Same problem happening with mine since the update.  UGH. 

I can see how the new functionality is not aligned with your previous experience, Dmorris. Allow me to assist you in requesting the return of the collapsing method.

The recent changes to the report collapsing feature in QuickBooks Desktop Accountant Plus 2024 were implemented as part of a design decision aimed at enhancing report management and usability. This update now collapses reports to the top level instead of just the subcategories.

I encourage you to submit your suggestions and concerns by leveraging the  Send Feedback Online option in your QBDT. It is the most effective way to communicate with our product development team. They regularly review these submissions to guide future updates. Your input is crucial in helping us enhance our product features and improve the user experience. 

Here's how you can provide your suggestions.

1. Go to the Help option.
2. Select the Send Feedback Online option.
3. Choose the Product Suggestion option. A pop-up window displays.
4. Input your feedback suggestion.
5. Click the Send Feedback button.
6.  

Additionally, I’d like to share some valuable articles that will help you explore the various reports available in QBDT and how to customize them to meet your specific business needs:

• Understand reports
• Customize reports

The Community Team is always ready to respond and assist if you have further questions about reporting in QBDT or have any other questions related to the program. We encourage you to utilize the comment section below for any queries.

This wasn't just one version of QB, it also impacted QuickBooks Desktop Pro Plus 2024.  I like that the design decision was not based on how we actually use QuickBooks, but assumed report management and usability.  When a user saves a report in a specific way, that is how they wanted to save it for management and usability.  I've been using this for years and this is ridiculous that all of the customized reports I have Intuit knows better how I should view my reports. Very frustrating.

Except, this doesn't enhance usability for anyone. The top level of the chart of accounts is how we have designed our own QuickBooks to show us reports. Neither my clients nor fellow accountants get any use out of having to constantly re-format our screens. If you must make the collapse/expand do it to the extreme - whatever - but then leave my custom expanding/collapsing to be memorized in the specific report until I manually click collapse/expand again. You need to roll back the update for now until you can make it usable.

Same thing has happened to us.  We rely more on collapsing and expanding the reports than we do on any of the recent enhancements.

Can we go back to the previous version and will that fix this issue?

Same thing happened to us.  We need this fixed asap.

Can we go back to the prior version?

Enhancing our customers' needs is our top priority, @EA17.  

I appreciate your interest in having the collapse feature for reports in QuickBooks Desktop (QBDT). We have an open investigation where other users have encountered the same issue. With this, you can contact our QuickBooks Desktop Support Team to be added to the list of affected users and be updated once there's a possible resolution.

Moreover, please know that this is working as designed. Thus, you're unable to go back to the prior version. As we're constantly taking your suggestions into account while making product updates, you can submit your feedback to our Product Development Team if you prefer the old way. The more requests this gets, the more likely it'll be part of future enhancements.

Here's how:

1. From the top menu bar, select Help and choose Send Feedback Online.
2. Click on Product Suggestion.
3. From the drop-down menu for Type of Feedback, select Product Suggestion.
4. Choose the Product Area and enter your thoughts and suggestions.
5. Once completed, click Send Feedback.

Once done, choose Send Feedback. I'll be adding these helpful articles with different reports in QBDT that you can generate and modify based on your preference to help you manage your business: 

• Understand reports
• Customize reports in QuickBooks Desktop

Let me know how else I can help you with QBDT features, specifically with reports. You can add your comment below. I'll always be ready to assist you.

Had the same problem yesterday.  Today it is fixed.  How, I have no idea.

Maybe enough people complained. This is the first time in 20+years that I think QB has responded to something I gave feedback on!

Thank you Intuit! (for once)

@Carneil_C  "Currently, we have an open investigation that other users have also encountered the same issue."

"Moreover, please know that this is working as designed."

I used to wonder if the support staff actually read what the users wrote.

Now, I wonder if the support staff actually read their own messages.

It suddenly went back to"normal" on Friday, and I verified this morning the reports are again running as we had saved them, very strange.  Assuming there was a fix - Thank you for the fix. 

Thanks to your comment, I just checked and mine is back to normal as well. THANK YOU!

The collapse feature is working properly again!  Thank you!!