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anthea-accpro-co
Level 1

Good morning, how do I change the customised reports from the modern view to the classic view? Many thanks

 
1 Comment 1
AlverMarkT
QuickBooks Team

Good morning, how do I change the customised reports from the modern view to the classic view? Many thanks

Good morning, Anthea. Thanks for visiting us here in the Community again.

 

QuickBooks Online (QBO) reports are gradually transitioning from the Classic to the new Modern view. I'm here to share more details about this.

 

Although there are reports that we can't switch from Modern to the Classic View, you can consider utilizing other standard reports in QBO. Then, switch them to the classic view. You can follow these steps: 

 

  1. In your report, hover to the upper right portion of the report.
  2. Select Switch to classic view.
    image (2).png

 

If you're running the Bill Approval Status, Invoice Approval Status, and Product/Item Profitability by Customer reports or creating a report from scratch using the QBO Advanced version, please know that it's only available in Modern view. For more details about the available Classic and Modern experience, you can check out this article: List of QuickBooks Online reports available in Modern view.

 

We'd appreciate your input about the modern reports in QBO to help the software improve in its future updates. I encourage sending one to your account. Here's how:

 

  1. In your QBO account, go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.

 

I'm adding these articles as guides in scheduling reports in the report's Modern experience: Set schedule and email information for a memorised report.

 

We'll be here in the Community if you have questions about customising reports in QBO. We'll do our best to assist. Take care!