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FrederickM
Level 1

WHICH reports will only be available in Modern View after December 14th?

A banner on my reporting page says, "After December 14, 2023, some reports will only be available in the modern view. Find out more."  But the URL linked in "Find out more" only goes to instructions about how to create customized reports in Modern View.  Good to know, but not my question.  It doesn't let me "find out more" about how some reports will only be available in Modern View.

 

I need to be able to plan ahead and prioritize which of my customized reports to build anew from scratch in the Modern View.

 

So: ... which reports will only available in Modern View after December 14th?

6 Comments 6
Erika_K
QuickBooks Team

WHICH reports will only be available in Modern View after December 14th?

I understand the importance of being informed with the product updates, @FrederickM

 

Currently, we don't have the exact information on what reports will be available in Modern View after December 14. Rest assured that we're looking into this and will provide further details. 

 

Also, I'll add this article about personalizing your financial reports in QBO: Create custom reports in QuickBooks Online Advanced

 

If you have more questions about the updates in QBO, you're more than welcome to reply to this post. Keep safe! 

FrederickM
Level 1

WHICH reports will only be available in Modern View after December 14th?

Hi Erika,

You promised you would look into this and "will provide further details."

 

Two weeks until certain unspecified reports become available only in Modern View! 

 

I'm very concerned, because the profit-and-loss report in Modern View only displays accounts in alphabetical order - not the order my chart of accounts puts them in!  And there's no way to customize it to do that. Admittedly, the P&L in Modern View says it's in beta; presumably that one won't lead the charge to Modern-View-only.

 

Please let us know which reports will only be available in Modern View, so that I can convert them now before the change takes me unawares.

 

Thanks,

Frederick

KM-
Level 2

WHICH reports will only be available in Modern View after December 14th?

@Erika_K Please let us know more info on what forms are changing - it's only a week out from the deadline and we ought to have some knowledge of what to expect.

KM-
Level 2

WHICH reports will only be available in Modern View after December 14th?

Please let us know more info on what forms are changing - it's only a week out from the deadline and we ought to have some knowledge of what to expect.

JanbonN
QuickBooks Team

WHICH reports will only be available in Modern View after December 14th?

Hello @KM! Welcome to our community. We understand that staying updated with product updates is essential for our business.

 

Currently, we don't have any updates on which reports will be affected. However, we can share with you the first few reports that will use enhanced customization (Modern View) exclusively:

 

  • Open Purchase Orders Detail Report
  • Transaction List by Vendor Report
  • Check Detail Report
  • Purchases by Location Detail Report
  • Purchases by Product/Service Detail Report
  • Purchases by Class Detail Report
  • Open Purchase Order List by Vendor Report
  • Purchases by Vendor Detail Report
  • Vendor Contact List Report

 

We want you to know that we are doing our best to provide you with the information you need about the availability of reports in Modern View after December 14. We recognize that this delay may have caused inconvenience and appreciate your patience and understanding.

 

Additionally, here's an article on how to personalize your reports: Customize reports in QuickBooks Online.

 

If you have any more questions regarding the updates in QBO, please feel free to reply to this post. Stay safe!

KJ2011
Level 2

WHICH reports will only be available in Modern View after December 14th?

Modern view is the WORST.  Stop forcing ridiculous new enhancements like this on us. Classic View is faster, more streamline, preserves screen space, and is frankly better.

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