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BookemDanO
September 16, 2024
Question

I'm finding classic view reports do not match modern view in at least product/service detail reports and unbilled charges reports. Is anyone else finding this?

  • September 16, 2024
  • 1 reply
  • 0 views
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?

    1 reply

    K
    KimberlyS
    September 17, 2024

    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
    September 17, 2024

    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
      Clark_B
      September 17, 2024

      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:

       

      1. Go to the Help menu.
      2. Select the Search tab, then choose Contact Us.
      3. Type in your issue or concern in the field.
      4. Hit Continue.
      5. 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.

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