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smtaha01
Level 1

What is the recommended method for passing filters (e.g., customer ID, accounting method) via URL in the modern report view?

We are seeking your assistance to resolve an issue related to accessing the Balance Sheet report with pre-applied filters via URL parameters. For the past four years, we have been using the following URL format to directly open the Balance Sheet report for a specific customer, with the customer filter and accounting method passed in the query string: https://c27.qbo.intuit.com/app/reportv2?token=BAL_SHEET&customer=11855&accounting_method=Accrual&dat... This approach functioned reliably until approximately two months ago. Since then, accessing the report via this URL redirects to the Balance Sheet page to Modern View, but without applying the specified customer filter. Notably, when switching to the Classic View, the same filter is correctly applied and the report renders as expected. We would appreciate your guidance on the following points: Passing Filters in Modern View: What is the recommended method for passing filters (e.g., customer ID, accounting method) via URL in the modern report view? Defaulting to Classic View: Is there a way to set the Classic View as the default report view for our organization or user accounts? Classic View Deprecation Timeline: Is there an official timeline for the deprecation or removal of the Classic View in QuickBooks Online? In the event that filter parameters are no longer supported or recommended in URL queries for the modern view, we are exploring the use of the QuickBooks reports API to retrieve Balance Sheet data for specific customers and generate custom reports within our own system. If there is a more efficient or officially supported approach, we would greatly appreciate your recommendations. Thank you in advance for your support and guidance.

1 Comment 1
JaneDave_I
QuickBooks Team

What is the recommended method for passing filters (e.g., customer ID, accounting method) via URL in the modern report view?

Thanks for reaching out, SM.

 

Filters can only be passed through the URL in Modern View if the report has been generated exclusively using the Modern View option.

 

Although you can still use the Switch to Classic View button to view reports in the Classic format, it's no longer possible to designate Classic View as the default setting for all reports. This change stems from QuickBooks Online's (QBO) gradual transition from the Classic report interface to the Modern report interface

 

Please refer to this article for more details about this update: Modern Reports FAQs.

 

As for the removal of Classic View, there's still no official timeline for its permanent discontinuation. However, you'll receive a notification within the report interface at least 30 days before it is removed.

 

Please make sure to check both your inbox and spam folders for any updates. If you haven’t received an email, consider adjusting your email settings to ensure notifications are received.

 

If you need further details about these changes in QBO, you can contact our Live Support team for assistance.

 

Feel free to reply to this post if you have additional questions.

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