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Ronald-Pelletier
Level 1

When I open a balance sheet or Profit and Loss report, it opens in Modern View. Is there a way to shut off the Modern View and have it always be Classic View?

 
1 Comment 1
Jayson_E
QuickBooks Team

When I open a balance sheet or Profit and Loss report, it opens in Modern View. Is there a way to shut off the Modern View and have it always be Classic View?

Hello there, Ronald.

 

While you can manually switch to Classic View when running a Balance Sheet and Profit and Loss (PnL) reports, the option to make Classic View the default is currently unavailable in QuickBooks Online (QBO).

 

Every time you generate a report, it will default to Modern View, and you need to click "Switch to Classic View" manually if you prefer the old layout. This is because QuickBooks has updated its interface to the Modern View to provide a smoother and more user-friendly experience.

 

You can also check out this page for more information about the implementation of Modern View Reports in QBO: QuickBooks Online migration to Modern View Reports for improved reporting.

 

We understand that some users have different preferences regarding report views. If you find that the Classic View better suits your workflow or reporting style, we encourage you to submit your suggestion directly to our Product Development team. Your input is important and helps us make improvements that benefit all users.

 

Here’s how you can submit your feedback:

 

  1. Navigate to the Gear Icon.
  2. Under the Profile column, click Feedback.
  3. Enter your feedback suggestion.
  4. Once done, click Next.

 

You might also find this helpful article on how to export financial reports from QBO to Excel for further analysis, sharing, or record-keeping outside the program: Export your reports to Excel from QuickBooks Online.

To help you get the most out of your reports and financial workflow, you can also connect with our QuickBooks Live Expert Assisted team for personalized support and guidance.

 

If you have any other questions about report views, switching between Modern and Classic, or need help with any tasks in QBO, please feel free to reply below. We’re always here to assist you!

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