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Why do my QuickBooks Online reports show different numbers when comparing filter settings in Modern View?

Forum|Forum|1 year ago
September 16, 2024
10 replies
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I have now spent over an hour with QBO on the phone multiple times and each time I show how the reports don't match up and each time they tell me they need to keep me on the phone to figure this out and each time I have to give up because I don't have hours in the day to be on the phone while they try to figure this out. Has anyone else seen that the two style reports don't match up as well?

QuickBooks Online

Best answer by sofiamdc-2341

I completely understand how confusing it can be when report numbers do not match up! First, it is helpful to know that Classic View has been fully retired, so Modern View is now the standard experience across QuickBooks Online. Because Modern View uses updated filter logic, a setting that looks familiar might actually handle your data a bit differently behind the scenes.

Make sure your filters match exactly

When reviewing your report in Modern View, you will want to double-check these key settings:

Report period: Make sure you choose exact start and end dates instead of relying on a preset like "This year," which can shift over time.
Accounting method: Verify whether your report is set to Cash or Accrual.
Filters: Modern View features rules like Equals and Not Equals. Choosing Equals brings up only exact matches, while Not Equals leaves those out and shows everything else. Please make sure the rule you selected matches what you intended to filter.

One report to keep in mind

The Unbilled Charges report is intentionally formatted to show amounts differently in Modern View. Items assigned to income accounts appear as positive amounts, whereas items tied to other account types display as negative numbers. In the retired Classic View, everything showed up as positive regardless of account type. Rest assured this is expected behavior rather than a data error.

For all other reports, your underlying figures will align once your filters match up. If your totals still look off after reviewing these settings, we recommend saving a copy of the report and taking note of the exact filters applied. This makes it super easy to compare or share details with our support team if you need an extra hand.

How to save and reuse report customizations

To save a customized report so you can jump right back into it whenever you like:

Head over to Reports and open up the report you want to save.
Set up your desired filters, date range, and columns.
Click Save customization, give your report a custom name, and select Save.

You can find all of your saved reports tucked neatly under Custom reports whenever you need them again.

If you have any more questions about your QuickBooks reports, feel free to ask. We are always happy to help.

Helpful Resources

• Transition from Classic to Modern View reports

• Customize reports in QuickBooks Online

K

KimberlyS

Moderator

Some reports are differently treated when generated in different views, BookemDanO. Allow me to discuss this matter for clarification.

Before we begin, can you please add more details regarding your concern? What specific product/service detail report are you referring to? This information can help us identify the most relevant information to address your queries.

If you run the Purchase by Product/Service Detail and Sales Product/Service Detail, the data will match when you switch between the Classic and Modern View. In this case, you'll want to ensure your reports are customized similarly. It should have the same Report period, Accounting method, and Filters.

For more information, please review these materials:

On the other hand, items are presented differently in the Unbilled Charges report when run in the Classic and Modern view. In the Modern view, items posted in an income account are shown as positive amounts. Otherwise, they'll reflect as negative numbers. In the Classic view, all items are posted as positive regardless of the accounts. This is why the amounts in your reports don't match.

Moreover, you might want to memorize your report to save its current customization setting for future use. You can also send it on a recurring schedule via email if necessary.

Please let us know and tag us in the comment below if you have additional questions about generating reports in different views in QuickBooks Online. We're always right here to help.

B

BookemDanOAuthor

Hi, thanks for responding.

The "Sales by Product/Service Detail" is the report I'm referring to. If I do the exact same filters on a specific project the totals are different when using classic view vs modern view. Some expenses come out as negative but these still do not account for all the differences. The modern view filter set up is super confusing: "equals, not equals, empty"?? Maybe for accountants this is an improvement but not for me as typical small business owner trying to get a simple report.

Clark_B

QuickBooks Team

Thank you for your response, Dan. I'd like to provide some clarification regarding the modern view filter setup and the issue with the classic and modern view reports not matching.

In QuickBooks Online (QBO), the Equals filter in a report displays transactions that exactly match the specified criteria, while the Not Equals filter excludes transactions that match the specified criteria, showing all others. Additionally, the Is Empty filter shows transactions or data entries with no value or that are blank in the specified field, whereas the Is Not Empty filter shows transactions or data entries with a value or that are not blank in the specified field.

While I would like to assist you with accessing your account and correcting the problem where the issue with the classic and modern view reports not matching, we're unable to check your account here in the Community space for security reasons. To assist you further, I'd advise getting in touch with our support staff once again to follow up on your case and investigate the problem further. Follow the steps below to reach them:

Go to the Help menu.
Select the Search tab, then choose Contact Us.
Type in your issue or concern in the field.
Hit Continue.
Click the Chat or Callback option.

For reference, you can check this article: QuickBooks Online Support.

I will also add these articles to help you get the most out of your financial reports and remember them:

Please keep me updated on any developments, Dan. If you have any questions or concerns about the classic and modern views not matching, feel free to reach out to the Community. I'm here to assist you in any way possible.

L

Lynbn

I am finding the same thing. When I run my budget performance in classic view, it is correct, but when I use the modern view, the left hand column does not stay fixed, and it changes the column data. I now have an "Other" column in the modern view that I should not have.

B

BabyB

QuickBooks Team

Please note that reports appear differently depending on the view you choose, Lyn.

To remove unnecessary columns, filter to the data you want to display from the Columns tab.

Additional details or screenshots of the specific report you're referring to will also help us better understand your concern, visualize the issue, and provide the most appropriate resolution.

You can also read this article for guidance on saving specific report customizations: Memorize report in QuickBooks Online.

Remember that the Community page is always open if any questions arise.

M

MichaelOD

There shouldn't be a difference in values for classic view and modern view. Those are changes in "views." Those are not changes in data.

the software is broken. A bunch of Intuit employees just came on here and all lied to us, again.

even better, ONCE AGAIN, Intuit put none of our money into fixing their broken software and addressing our legitimate concerns of differing answers FOR ARITHMETIC, and will be forcing us to learn a new broken platform this fall, because our time has no value, apparently. "Screw your kids, they can raise themselves, learn our new broken software or go under fighting it!" Is the only way to interpret this that makes sense. It's so filthy. How do any of you sleep at night?

sofiamdc-2341

Answer

Community Manager

I completely understand how confusing it can be when report numbers do not match up! First, it is helpful to know that Classic View has been fully retired, so Modern View is now the standard experience across QuickBooks Online. Because Modern View uses updated filter logic, a setting that looks familiar might actually handle your data a bit differently behind the scenes.