Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
M
Mark-Freudenberg
July 8, 2025
Solved

Where did the Transaction Report go in the new QuickBooks Online interface, and can I still switch back to the classic look?

  • July 8, 2025
  • 4 replies
  • 121 views

The modern version no longer has the "transaction report" as a report option. The screen shows a Create option, instead of New. Please let me know how I may stop this involuntary change.

    Best answer by katelynner

    While the option to revert back to the classic QuickBooks Online experience is no longer available, the transaction report is still accessible in the updated experience.

     

    Depending on the kind of transaction report you are looking for, you can use the routes outlined below.

     

    Find a Transaction Report by line

    1. Go to Reports, then select Standard reports.
    2. Open a report like Profit and Loss.
    3. Select any transaction amount within the report.
    4. This opens the underlying Transaction Report for that line.

     

    Other Transaction Reports

    1. Go to Reports
    2. Type Transaction in the report search bar
    3. Choose from the available transaction-related reporting options

     

     

    Looking for a specific report? Tell us what data you’re looking for and we can help point you in the right direction.

     

    4 replies

    J
    JeveeAdvin_laQuickBooks Team
    QuickBooks Team
    July 8, 2025

    I appreciate your patience while using the new QuickBooks Online interface, Mark. We can switch back to the old version through the settings by using the Gear icon.

     

    Before I guide you on how to revert to the old version, could you clarify what type of Transaction report you're referring to? This is because all reports are still accessible in the new QuickBooks interface.

     

    Moving forward, here's how to return to the old one:

     

    1. In the upper right corner, click the Gear icon.
    2. Below, you'll see a message box labeled Switch.
    3. Hit that to apply the changes.



       

    Regarding the Transactions report, if you'd like to access it in the new version of QuickBooks Online, you can find it under Reports or Reports and Analytics, where you can choose from various types of reports.
     

     

    Here’s an example of the steps you can follow:

     

    1. In the left menu, choose Reports.
    2. Choose Standard reports.
    3. Select Profit and Loss.
    4. Click on any transactions to view the Transactions report.

     

     

     

     

     


    We can check out this article on how to run a report in QuickBooks Online: Run a report.

    If you have additional concerns related to QuickBooks, feel free to return here for continuous assistance.

    M
    Mark-FreudenbergAuthor
    July 10, 2025

    There is no "Switch" option that appears below like in your example.

    Another company was changed when I opened it up this morning.  I had to adjust the dashboard because it threw everything on the screen again.

    I can't get rid of the items that we never use in the new marquee across the top.

      K
      Kurt_MQuickBooks Team
      QuickBooks Team
      July 10, 2025

      You'll want to access the account as the primary or company admin, Mark. This way, you can switch QuickBooks Online (QBO) to its previous version. I'll provide further details below about it to help you address your inquiry.

       

      Although the new version is being rolled out to users of the program, users will still have the option to opt in or out and enjoy QBO in their preferred version. But you'll want to ensure access to the company as the primary or company admin of the account. Otherwise, the option you're trying to access won't be available.
       

      If your access doesn't meet the requirement to switch QBO back to its previous version, you can check this page to help you request to be granted the access:  Request to be the primary admin or contact.

       

      You can continue to communicate in the comment section if you have other questions about QuickBooks or need assistance resolving your concerns. Our team will provide a prompt response as soon as possible.

      katelynner
      katelynnerCommunity ManagerAnswer
      Community Manager
      August 19, 2026

      While the option to revert back to the classic QuickBooks Online experience is no longer available, the transaction report is still accessible in the updated experience.

       

      Depending on the kind of transaction report you are looking for, you can use the routes outlined below.

       

      Find a Transaction Report by line

      1. Go to Reports, then select Standard reports.
      2. Open a report like Profit and Loss.
      3. Select any transaction amount within the report.
      4. This opens the underlying Transaction Report for that line.

       

      Other Transaction Reports

      1. Go to Reports
      2. Type Transaction in the report search bar
      3. Choose from the available transaction-related reporting options

       

       

      Looking for a specific report? Tell us what data you’re looking for and we can help point you in the right direction.

       

      Need QuickBooks guidance?
      Log in to access expert advice and community support instantly.
      Terms & ConditionsAccessibility statement