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finansies
Level 1

Hi Everyone,How do we keep on working on classic view? We are more comfortable working in classic view for our reports.

 
1 Comment 1
JeraldR
QuickBooks Team

Hi Everyone,How do we keep on working on classic view? We are more comfortable working in classic view for our reports.

Hello, @finansies. Thank you for reaching out.

 

We are currently transitioning to Modern view reports in QuickBooks. This new view is designed to make reports run faster, reduce the chance of timing out, and allow for enhanced customization.

 

A number of users still have the option to switch back to the Classic view. If this option is available to you, you can switch it back. However, please be aware that if you don't save the report, when you open it again, it will default back to the Modern view.

 

To ensure your preferred Classic view settings are maintained, you must save or memorize the report after changing the view. This saved report will then consistently open in the Classic view, bypassing the Modern view default.

 

Here's how to switch and save your report:

 

  1. Open a report. 
  2. In the upper right of your screen, go to Switch to classic view
  3. Once you customised everything, click the Save customisation option.

 

To view the saved report, head to Custom Reports

 

Please let me know if you have any further questions.