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How do I get amounts and balances to show in the Transaction Journal in Modern View in QuickBooks Online?

Forum|Forum|1 year ago
December 6, 2024
7 replies
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Modern View doesn't have amounts or a balance in the Transaction Journal when you drill down in the Trial Balance. The most ridiculous change I have seen yet. When I switch to Classic View all of the information is there. Accountants need numbers. Who had the idea to remove amounts from default reports?? Please fix this asap or you will have a not of unhappy customers. Anyone else having this major issue??

Thanks.

QuickBooks Online

Best answer by sofiamdc-2341

You're not imagining it, the Transaction Journal in Modern View doesn't include Amount or Balance columns by default, which is a real gap compared to Classic View. You can add them manually each session, but they won't stick. Here's how to do that, plus a better workaround that'll save you time going forward.

To add Amount and Balance columns for the current session:

From Reports, search for and open Trial Balance.
Click a Debit or Credit figure to drill into the Transaction Journal.
Select the column settings icon at the top of the report.
Enable Amount and Balance.

Just keep in mind those selections won't save automatically. You'll need to re-enable them

each time. The workaround below is a more reliable option for regular use.

A better option: use Transaction Detail by Account filtered to one account

This report has all the detail you need and can be scoped to a single account, which solves both problems at once:

Go to Reports and search for Transaction Detail by Account.
Click Customize.
Under Filters, find Distribution Account and select the account you want to review.
Run the report, then save the customized view so it's ready to go next time.

For more on saving report layouts: Customize reports in QuickBooks Online.

If Amount and Balance aren't appearing even after you enable them, try opening QuickBooks Online in a private or incognito browser window. If that clears it up, your browser cache is likely the culprit.

We hear you that column preferences should stick, especially for accountants who need numbers in every report. If you'd like to send that feedback to the product team, go to Gear icon > Feedback inside QuickBooks Online. Drop a reply if anything isn't working as expected and we'll help sort it out.

R

RCV

QuickBooks Team

We can perform some troubleshooting steps to show the value for amount and balance when running the report in Modern view in QuickBooks Online (QBO), DorGee123.

We've checked our records and there's no reported case about this one. Also, we replicated this one on our end, there's an amount in the Balance and Amount columns when running the Transaction Journal in the Trial Balance report. See the screenshots for your reference:

To better isolate the issue, we can perform some troubleshooting steps to identify if this is a browser-related issue. We can access your QBO account on an incognito window. It could be your browser's cache and cookies are corrupted causing unexpected behaviors when running the report. Refer to these shortcut keys:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

Then, run the Trial Balance and Journal report again. Here's how:

Go to Reports on the left side menu.
Enter Trial Balance in the search field.
Select the date in the Report period field.
Click the amount in the Debit or Credit side to run the Transaction Report.

To learn more about running and managing reports, you can check out this article: Run reports in QuickBooks Online.

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime data collection can create corruption, however, removing this should fix the issue. You can also use supported, up-to-date browsers to roll out the possibility of a browser-related issue.

Moreover, you can check out these articles to guide you on how to personalize and memorize the information on your reports:

If you need any additional help managing your business finances or other data reports, please don't hesitate to respond to this post. We are always available at any time to offer more assistance, DorGee123.

D

DorGee123Author

Thank you for your reply.

I am glad your test worked but mine still does not. I have cleared my cache. Still does not show account or balance. One thing I noticed is that your columns in the screen shot says 10. The default when the transaction report is opened from Trial Balance is 8. Did you add amount and balance? This is the only way I can get these to show. It seems silly to have to select amount and balance every time you want to review data. I can select amount and balance and get it to show in the report but it doesn't save. When you are in Trial Balance you can't tell it which transaction report you want to view. I just want the default one to actually show useable data. Not a great accounting report without dollars.

If I select classic view it is perfect!! Nothing wrong this this report but there seems to be with modern view.

I have read lots of people voicing their displeasure with modern view. I know I am not the only one that would like to keep classic view.

Accountants need numbers in every report. Please listen to the users. Classic view is far better to look at and always had the information we needed. Modern view would be fine if it showed the same information. Then if we wanted to delete a column or add one we could which I believe is the point of Modern View, building in flexibility.

Accountants are busy and do not have time to play with reports every time.

Thanks,

D

DorGee123Author

One other thing. I can save the Transaction Report (new) and call it up in Custom Reports but there is no way to change the account number. If the account number could be changed this would be actually better than having to go to Trial Balance every time.

The report Transaction Detail by Account has all of the information I want but it dumps all of the accounts and usually I just want to review one at a time in detail. I cannot find where to weed out superfluous accounts even when I try the filter option.

Thanks,

D

sofiamdc-2341

Answer

Community Manager