Solved

How do I keep QuickBooks Online reports in classic view, and why does the report switch back to modern view when I drill into a transaction?

Forum|Forum|3 years ago
March 24, 2023
271 replies
520 views

I'm trying to review the P&L for the year, and it keep switching me to modern view when I look at a detail transaction from the report. Then it changes the date and it's taking 3 times as long to go through the reports for the year. I have to do this with every client. How can I set all reports to classic view? Nothing I googled is working. I wish they'd stop changing the look just for the sake of changing it.

QuickBooks Online

Best answer by sofiamdc-2341

We have moved reports in QuickBooks Online over to the new modern view experience, so classic view is no longer available. While it is a big change, modern view is packed with enhanced customization tools and interactive features. Here is how you can make sure your reports are structured exactly how you like them.

How to save your preferred report settings

Whether you are just getting started or refining your setup, you can save your preferred date range and filters so you never have to re-enter them.

Go to Reports and open the report you want to customize.
Pick your preferred date range, accounting method, and any filters you need.
Select Save customization.
Give your report a name and hit Save.

Your saved report will live under the Custom reports tab. This makes it easy to open your reports with your settings ready to go, instead of setting them up from scratch every time.

How to adjust columns and layout

Modern view puts all your column and filter controls right on the screen where you need them.

Select Columns to add, remove, or reorder the data fields that show up in your report.
Use the filter, date range, and accounting method menus directly in the report header.
Select Run report after you make your changes, and then save your customization to keep those edits for next time.

How to share your feedback

If you have ideas on how the report navigation or view behavior could work better for you, please share them with the QuickBooks development team.

Go to Settings, then select Feedback.
Type in your suggestion and select Next to send it off.

Still have questions about customizing your reports? Just let us know, and we would be happy to help!

Check out:

Show previous replies

M

MGWMI

I received a letter that QuickBooks Online was going to stop allowing the option to use the Classic View for reports. I just spent hours trying to make the modern view make the profit and loss reports I use all day long, every day, that I have used for years! And I cannot figure it out and I hate the modern view. Can you please let it be an option to keep using the classic view?

MJoy_D

QuickBooks Team

I can share some information about the different views when running reports in QuickBooks Online, @MGWMI.

By default, when you run a report, it'll be on the modern view if it applies. However, if you prefer the old view, you can click on the Switch to classic view button. Here's a screenshot:

I understand how important it is to be able to set either classic or modern view for your reports in QuickBooks Online (QBO). This will be a great addition to the current features that we have, so I'll take note of it. I also recommend leaving feedback from within the account.

Here are the steps to do that:

Go to the Gear icon and select Feedback.
Provide your product suggestion.
Click on Next to submit feedback.

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?. For now, I recommend checking our Feedback page for timely updates.

Also, I've attached a link you can visit to stay up-to-date with the latest news and features in QuickBooks: QuickBooks News & Updates.

Here's a reference about customizing reports in QuickBooks Online. It'll let you apply multiple filters to your reports to get all the information that you need.

Let me know if you need more information about the different views when running your reports. I'm always here to answer them for you. Keep safe, and have a wonderful day!

B

Bacon Lake

I too HATE HATE HATE the modern view. And I just got an email that all reports will be changing to the new 'enhanced experience' WITHOUT the option to switch back to the classic view. YUCK!

A

acw100

The 2024 filing season is almost upon us and every day I'm seeing more and more of my company files default to modern view. I was just checking my own books and it defaulted to accrual basis even though the company wide settings say cash. To make matters worse, the cash/accrual setting is hidden.

Now when I run any report I won't be able to trust the numbers. This is unacceptable. I've said for years that Quickbooks Online works great until they break something that wasn't broken before, then you have to factor the workaround into your entire process. This is an egregious example and clearly I'm not the only one pissed off about it.

It's pathetic that the requests for turning off modern view by default have been pouring in since early 2023 and Intuit still has done nothing. I imagine they are pouring all of their resources into rolling out the next price increase.

There's no other Vendor my firm pays more to than Intuit Quickbooks (not even close). Even the tax software (unfortunately owned by Intuit) costs far less. I can't imagine that any other software vendor receiving this much revenue from my firm would roll out a forced beta test that you can't turn off, then 1 year later still have no option other than "submit feedback".

D

dougman77

I have said this many times. I don't want default Moder View. QBO does not listen, and moreover they don't care.

1

193514293889687

I am based in UK. I agree with you, can't stand the new view and prefer the classic so every time I run a report I have to click to change to classic view. I heard QB was changing again so I think more report will open with new view.

Does anyone at QB survey to see if users want these changes?
If the new view was user friendly I wouldn't mind and I am not usually adverse to change, but I don't feel the new view is a good change.
Can someone from QB let me know why they made this change, I can't imagine for one minute it was made by users.
It wouldn't be so bad if you could make a change as a user that your account always opens in classic view so you don't have to keep switching.
PLEASE DO SOMETHING ABOUT THIS QB.

A

Ashleigh1

Level 14

Hello, 193514293889687, thanks for posting on this thread and sharing your opinion on this. we do take onboard all the feedback that is left by customers and we do pass this on to the developer team. If you also look at the post by klous-1 on this post and put your vote on this as well, as there need to be 50 votes thanks.

L

lchamber

WARNING TO ALL USERS!! The Modern View and Classic View Report often to not match! The classic view seems to be correct. There is something wrong with the modern view. Modern view either omits or adds random items to the reports. I ran a report on a chart of account item for the current year, "This Year" and the Modern View added an item dated last year (11.16.2023) but dated it on the report as 2.2.2024 and when I clicked on the item in the report it showed it was in fact dated 11.16.2023. How and why did it redate this on the modern view report. When I switched to classic view the totals were correct. I wrote to QB via Feedback last July about this issue and have been using classic view since, but if QB is going to discontinue classic view we are all going to have problems with report accuracy. I sent them a message via Feedback again tonight but I urge all to check both versions of your reports now and start writing QB if you are finding the same issues.

J

jmartini74

I have found the same issues. And about 1/2 the time I try to drill down into a particular balance, everything goes haywire and the screen flickers back and forth between the summary and the detail but nothing is clickable and I can't escape out of it. I usually have to kill the session or window, which is f*cking INFURIATING!

ShyMae

QuickBooks Team

Ensuring seamless access to the desired report is my utmost priority, jmartini. I know how it feels to view a report where it repeatedly turns off and on or changes between different views. Let's troubleshoot and take the necessary steps to guarantee seamless report viewing.

Let's open your account using an incognito window and run the report. Occasionally, the accumulated cache and cookies in the system can become outdated or corrupted, leading to unexpected behaviors. Here are the keyboard shortcuts:

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

Once you can drill down into your balance or your screen is not flickering anymore, return to your default browser and clear your cache to refresh the system. You can also switch to other installed supported browsers, which is a good alternative.

On the other hand, I'd like to ask for additional details of your concerns. Could you please specify what report you generated? If possible, can you provide a screenshot of it? With that additional context, I'll be able to explore potential solutions to address this promptly.

For additional reference, you can customize your reports to view specific data. You can also memorize them for future use.

I'm always here to lend a hand and ensure you receive the help you need. If you have additional queries with your reports, click the reply below.

J

john675645

QuickBooks doesn’t let you set Classic view as the permanent default for all reports. When you click into transaction details, it automatically switches to the Modern view, and there’s currently no global setting to stop that — which is why your dates and filters keep resetting.

Use “Open in new tab” when drilling down on transactions
Lock your dates by turning on “Report period: This fiscal year”
Memorize the report in Classic view and reuse it for each client
Export to Excel/PDF for year-end reviews to avoid resets

It’s a real workflow issue, and many professionals are frustrated by this change — you’re definitely not alone.

D

di3

Well, QBO is making you convert to "Modern" view...

Beginning May 22, 2026, Modern View will become the standard reporting experience in QuickBooks as part of a phased retirement of the Classic View.

Modern view should have at least everything that classic view has in a standard report or at least the option of changing the standard report. The option to change standard reports are only available in the cadillac subscription "QuickBooks Advanced" which will cost 150% more for 12 months and after that 200% more. We do not need 25 users or the other perks in the adavance subscription. We only need to change standard reports. I can understand change the cost for more users, but for a feature of the program like standard report changes is unacceptible.

What programs with projects, timesheets, and payroll are available for a mid size service industry?

D

DigitWizard

New Member

Intuit is stone deaf to the complaints of accounting professionals. In a display of ultimate deception, they post the rave reviews of some, only to find out they are the same people that get paid to provide content for QBO webinars. How low can you go

D

di3

I want to start a revolution against QBO or at least somehow get in touch with corporate. Its hard for me to believe with all the adversity of this change that the leadership is not concerned about their business model, image and long term reputation. Not only this change but my support call with them today was very poor and the associate seemed not be concerned at all about my problem.

I'm not familiar with posting on this community and have a hard time getting it to work. I would like to flood this forum/community with my frustrations. I think things get burried and everyone feels like they are out in the boat alone.

To start a "revolution" against QuickBooks Online (QBO) problems, organize a collective effort by documenting specific errors in a shared log, leveraging the QuickBooks Community Forums to identify common pain points, and initiating a coordinated, public-facing campaign to escalate issues to Intuit leadership rather than relying solely on individual support chats.

Tactical Steps for a "Revolution" (Collective Action)

Document and Aggregate: Create a shared, public document (e.g., spreadsheet) listing bugs, unexpected system behaviors, or data inconsistencies. Evidence of consistent, widespread issues is crucial.
Leverage Public Forums: Use the QuickBooks Community Forums to flag issues. Encourage others to add "+1" or similar cases to your thread.
Coordinate Social Media Campaigns: Use platforms like Twitter/X or LinkedIn to publicly voice issues and tag QuickBooks (@QuickBooks) and Intuit.
Targeted Feedback: Use the "Feedback" option under the Gear icon to send direct product feedback.
Leverage Third-Party Advocates: Engage with certified QuickBooks ProAdvisors who may have direct lines to higher-level support channels.

sofiamdc-2341

Answer

Community Manager

We have moved reports in QuickBooks Online over to the new modern view experience, so classic view is no longer available. While it is a big change, modern view is packed with enhanced customization tools and interactive features. Here is how you can make sure your reports are structured exactly how you like them.

How to save your preferred report settings

Whether you are just getting started or refining your setup, you can save your preferred date range and filters so you never have to re-enter them.

Go to Reports and open the report you want to customize.
Pick your preferred date range, accounting method, and any filters you need.
Select Save customization.
Give your report a name and hit Save.

Your saved report will live under the Custom reports tab. This makes it easy to open your reports with your settings ready to go, instead of setting them up from scratch every time.

How to adjust columns and layout

Modern view puts all your column and filter controls right on the screen where you need them.

Select Columns to add, remove, or reorder the data fields that show up in your report.
Use the filter, date range, and accounting method menus directly in the report header.
Select Run report after you make your changes, and then save your customization to keep those edits for next time.

How to share your feedback

If you have ideas on how the report navigation or view behavior could work better for you, please share them with the QuickBooks development team.

Go to Settings, then select Feedback.
Type in your suggestion and select Next to send it off.

Still have questions about customizing your reports? Just let us know, and we would be happy to help!

Check out:

How to save your preferred report settings

How to adjust columns and layout

How to share your feedback

How to save your preferred report settings

How to adjust columns and layout

How to share your feedback

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