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List of QuickBooks Online reports available in Modern view

SOLVED•by QuickBooks•Updated 1 month ago

Learn which QuickBooks Online reports are available in the New Enhanced Experience as well as Classic view.

QuickBooks Online reports are transitioning to the new Modern View. This change is driven by our commitment to continuously improve and meet your evolving needs. As part of this transition, we're saying goodbye to our legacy reporting platform and embracing a new infrastructure that enables us to deliver the features and reliability you've been asking for.

Here's what you can look forward to with the Modern view:

Faster loading times and fewer crashes for reports with lots of lines
Improved user permissions for reporting to ensure your data is secure when multiple users are using QuickBooks Online
Immediately preview customisations before saving your report

We understand that change can be overwhelming, and we are taking a thoughtful approach to ensure a smooth transition over the rest of 2024. We’re using a phased approach to gradually introduce groups of reports in the new reporting platform, giving you time to familiarise yourself with Modern view.

Expand this section to see a table of all of the reports available in Modern and Classic views:

Report name	Classic view only	Classic and Modern view	Modern view only
Bill Approval Status			X
Invoice Approval Status			X
Product/Item Profitability by Customer			X
Audit Log	X
Balance Sheet	X
Balance Sheet Comparison	X
Balance Sheet Detail	X
Balance Sheet Summary	X
Statement of Cash Flows	X
Business Snapshot	X
Profit and Loss	X
Profit and Loss by Customer	X
Profit and Loss by Location	X
Profit and Loss by Class	X
Profit and Loss by Month	X
Profit and Loss Comparison	X
Profit and Loss Detail	X
Profit and Loss as % of total income	X
Profit and Loss year-to-date comparison	X
Project Profitability Summary	X
Quarterly Profit and Loss Summary	X
Accounts receivable ageing summary	X
Accounts receivable ageing detail	X
Collections Report	X
Customer Balance Summary	X
Customer Balance Detail	X
Invoice List		X
Invoices and Received Payments	X
Open Invoices	X
Statement List	X
Terms List		X
Unbilled charges	X
Unbilled time	X
Sales by Customer Detail		X
Quotes & Progress Invoicing Summary by Customer	X
Customer Contact List		X
Income by Customer Summary	X
Sales by Customer Summary	X
Sales by Customer Detail		X
Deposit Detail		X
Sales by Location Summary	X
Sales by Location Detail		X
Quotes by Customer		X
Stock Valuation Detail	X
Stock Valuation Summary	X
Product/Service List		X
Sales by Product/Service Summary	X
Sales by Product/Service Detail	X
Sales by Class Summary	X
Sales by Class Detail		X
Payment Method List		X
Stock Take Worksheet		X
Time Activities by Customer Detail	X
Transaction List by Customer		X
Accounts payable ageing summary	X
Accounts payable ageing detail	X
Bills and Applied Payments	X
Bill Payment List	X
Unpaid Bills	X
Supplier Balance Summary	X
Supplier Balance Detail	X
Cheque Detail		X
Purchases by Location Detail		X
Purchases by Product/Service Detail		X
Purchases by Class Detail		X
Open Purchase Order Detail	X
Open Purchase Order List		X
Transaction List by Supplier		X
Purchases by Supplier Detail		X
Supplier Contact List		X
Expenses by Supplier Summary	X
VAT Liability Report	X
Recent/Edited Time Activities	X
Time Activities by Employee Detail	X
Account List		X
Exceptions to Closing Date	X
Recent Automatic Transactions	X
Invalid Journal Entries	X
Location List		X
General Ledger	X
Journal		X
Class List		X
Recurring Template List	X
Recent Transactions		X
Reconciliation Reports	X
Trial Balance	X
Transaction Detail by Account	X
Transaction List by Date		X
Transaction List with Splits	X
Employee Contact List		X
Recent/Edited Time Activities	X

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