Reports

I appreciate you providing details of your concerns regarding the reports you're trying to create in QuickBooks Online (QBO), Maggie.

Let me assist you with this and provide ways to help you choose one.

To begin with, may I know what specific report you've previously run in your account? Any additional information would be highly appreciated.

In the meantime, I'd suggest pulling up the Customers-A/R Aging Summary Report. This way, you can see the total outstanding balances from your customers and how long they're past due.

To do so, here's how:

1. On the left navigational panel, look for the Reports tab.
2. In the Who owes you section, select Accounts receivable aging summary.
3. Select General options to customize your report.
   • Number format - Determine the format number.
   • Aging - Categorize outstanding receivable and aging periods.
   • Header/Footer - Customize header for report.

Additionally, you can filter the new report that shows the Total at the bottom to better the customization. If you can't find anything, we can temporarily export the report to Excel and manually add the Total.

Once everything's good, you can click Save as to keep the customized report you've pulled up. However, if this is an existing report, click Save.

Lastly, here's a resource you can browse just in case you need assistance creating and using enhanced custom fields in QuickBooks: Create and edit custom fields in QuickBooks Online Advanced.

You can always count on me if you need a hand managing reports in QuickBooks Online (QBO). I'll always be here at any time. Stay safe.

I am not talking about accounts receivable. We created /saved Transaction Reports per Customer/Project, that showed every transaction for that customer/project per account and then at the end of each account there was a total and then at the end of the report there was a grand total of everything, everything that has been spent on that project. We have been able to see that grand total at the end of those reports since Quickbooks desktop 2012 and now we can't. Is there a new report that we need to create. I just can't believe that the saved/customized reports we made did not transfer over to modern view. They are all messed up. The accounts aren't  in the correct order and there is no grand total at the end. What do I need to do??

Your perspective regarding the recent changes to the report interface and features is valid, maggie. I value your efforts in getting back to us. 

We are working hard to improve our products and services to meet your business's changing needs. In line with this, reports will be gradually moved to the New Enhanced Experience. For the first phase of this transition, over 12 reports will be migrated to the Modern View on May 31, 2024, which includes all saved or customized reports associated with or relevant to the particular reports. The appearance and content of personalized ones will also change when transitioning to the modern view, which is why you can't add a grand total column at the end of your report.  I'll add the lists of reports that'll be migrated to the new view.

Your desire to have an option to keep the saved reports is understandable. If you feel recent updates have not met your expectations, I encourage you to share your feedback. Your input helps us address any issues you may have encountered and contributes to making our products better and guides us towards our development process and ensuring that we deliver the best possible experience to all our customers.   

I'll show you how you can send one: 

1. Locate the Gear icon.
2. Under Profile, choose Feedback.
3. Enter your feedback suggestion.
4. Hit the Next button.
   

In the meantime, you can pull up a similar report and then customize it accordingly. Refer to this article for additional info: Customize reports in QuickBooks Online using modern view. 

Additionally, you can export it to an Excel file and from there you can add columns or any specific contents suitable to your preferences.  

Remember, maggie, I'm here to support you every step of the way. Feel free to reach out whenever you have questions or need assistance with QuickBooks reporting options. Your feedback matters to us. Let's collaborate to ensure your QuickBooks experience is smooth and productive. 

This also happened to me today, 06/05/2024, my existing Custom reports in their own Group now use Modern View but are not the same. I can manipulate some columns but not get rid of the first, so I moved it to last. When I saved my new report it went into a new Group with the same name. That is, I had a duplicate report name in a duplicate Group name, and wound up deleting both.

I really think updates should continue the functions and options that were there before, or explain why. 

Hello, @SF Julie.

I'd like to some updates about the recent changes to custom reports and groups within QuickBooks Online (QBO).

Beginning in May 2024, we will gradually introduce a new reporting experience called Modern View. This update will eventually replace the Classic View for all standard reports. It’s important to note that this transition will impact any custom or memorized reports you’ve previously saved.

You have the option to remove a column in the modern view by unchecking the boxes next to column names from the Reorder tab. However, please note that there are specific reports with default columns that can't be removed, as the checkboxes are greyed out. For instance, in the Unbilled Charges and Open Invoices Report reports, we're unable to remove the column for customers.

Additionally, if you create a custom report in the classic layout and save another one in the modern view, the system won't detect the previously created group and report from the classic view, resulting in duplicates that need to be deleted.

1. Go to the Gear icon.
2. Choose Feedback.
3. Enter your comments or product suggestions.
4. Then, click Next to submit feedback.

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

Additionally, if you need assistance in the future with exporting reports in QuickBooks, you can refer to this article: Export your reports to Excel from QuickBooks Online.

Keep me posted if you still have questions or concerns about the changes you've encountered in the report's modern view. I'll be here, ready to assist you.

I just want to know how to get a TOTAL at the end of our reports!!!!!! For a transaction list by customer, how do I get a grand total at the end of the report??????? Before the update almost all of our reports had a total at the very bottom, there has to be a way, someone please help!

We're a construction company and had customized reports by customer to see what we've spent on materials, subs, labor with totals by category with one grand total at the bottom. All of my reports in this new format are clunky looking, and do not give me a grand total. Am I supposed to sit and manually add up hundreds of thousand of dollars? I have tried to find where to add a total at the bottom everywhere in the reports gears and formatting and cannot find how to do it. So far, my whole team, from creating estimates, invoicing and accounting are not impressed at all with this new version.

Please tell us how to add totals without exporting to excel. For the money we pay each month as a subscription, that seems like a very backwards work around.

I hear your sentiments, ccuozzo1. Having the option to add a total to your financial data is indeed convenient and provides overall transparency to your finances. I understand how beneficial this functionality is to your business. In this case, I'll further provide information about this matter.

Adapting to new systems or interfaces can be challenging, particularly if we're accustomed to the old one. By this, 12 reports will be migrated to the Modern View on May 31, 2024, including all saved or customized reports associated with or relevant to the particular reports. The personalized ones will also have changes in their appearance and content after transitioning to the modern view. This is the reason why you're unable to add a grand total column at the end of your report. 

Nevertheless, if recent updates have fallen short of your expectations, you can share your feedback directly with our Product Development Team. Your input is a significant factor in addressing issues and improving our products. It also guides our development process and helps us ensure the best possible experience for all our customers.

Let me walk you through the process of how you can send one:

1. Locate the Gear icon.
2. Under Profile, choose Feedback.
3. Enter your feedback suggestion.
4. Hit the Next button.
   

You can stay up-to-date with the latest news about the product enhancements by reviewing Intuit's Product Updates webpage. 

Your insights and ideas are valuable to us, ccuozzo1. While it may be our intention to cater to your business's emerging needs through product updates, user preferences are also changing. If you have any additional queries regarding report management in QuickBooks Online (QBO), feel free to share them by commenting on this post.  

This is  BS response, and appears to be AI generated. Patronizing your customers by saying you are sorry if the product falls short of our expectations is utter garbage! I don't have the time to manually add all the transactions in my reports that I rely on every day. Instead of patronizing us, get a solution. I spent 2 otherwise-billable-hours hours on the phone with your support team yesterday and got nothing but frustration. Your support people didn't even know this was an issue. Fix it or lose business. And don't bother telling me you are sorry for my "experience". This change, not being able to get grand totals on reports, is the biggest fail I have seen in an long time.

These are BS responses. Saying you're sorry for our experience and directing us top complain to some other BOT is disrespectful and very bad business. I spent two hours on the phone with your support people yesterday and got nowhere. There were unaware of the issue until I called, they said. Stop with the patronizing, AI generated response and get this problem fixed. I can't spend billable hours doing your job, adding a column of numbers.  FIX IT!!!

AMEN!!!!! HOW CAN WE HAVE REPORTS WITH NO TOTALS AT THE BOTTOM!! THIS UPDATE AND THESE RESPONSES ARE BS!! EVERYTHING WAS PERFECT UNTIL THIS NEW UPDATE!