Question

Classic view vs. Modern view onreports

Forum|Forum|3 years ago
March 24, 2023
46 replies
0 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

JaeAnnC

I can see how challenging this has been.

Don't worry. Let's perform some basic troubleshooting steps so you can view the Profit and Loss report seamlessly in QuickBooks Online (QBO).

Occasionally, too much cache buildup in a browser can cause unexpected behavior with the product. To clean this up, you can open your account in a private window. Please utilize these keyboard shortcuts:

For Google Chrome browser: Ctrl + Shift + N
For Mozilla Firefox browser: Ctrl + Shift + P
For Safari browser: Command + Shift + N

If you can access the Profit and Loss report without encountering any bugs, you can clear the browser's cache or switch to a different supported browser. It could be a short-term issue with QBO or the window you're using.

Currently, the modern view in reports is still an ongoing effort. That said, we're unable to switch back to the classic view at the moment.

Additionally, there are numerous ways to customize your reports. You can filter them to display specific accounts or customers or format the layout so that the correct data appears in the appropriate place.

Please use the Reply button below if you need further help to access reports in QBO. I'm here with you to ensure you'll get the assistance you need. Keep safe!

J

jamozuna

While I am sure some people will find this information useful, it does not address the core issue of the original post and subsequent user replies.

IT IS FILING SEASON!

DO NOT FORCE US TO TEST NEW FEATURES DURING FILING SEASON!

Thanks.

B

blane1

I agree with you 100%. This is taking so much longer to do everything. I hate the modern view reports.

Candice C

Good afternoon, @blane1.

I appreciate you coming on this thread with your concerns.

I can see how beneficial switching back to classic view would be for your business. With that being said, I want to ensure that your concerns are given to our Product Developers. You can do this by submitting feedback so they can consider an option to switch back to the classic view. Here's how:

Go to the Gear (Settings) icon in the top right-hand corner.
Under the Profile column, choose Feedback.
Enter your thoughts/suggestions, and tap Next to submit feedback.

Use our Blog site to keep up with what's new in the system. I'm only a post away if you need me again. Have a wonderful day!

J

jamozuna

Honestly Candice, we're bookkeepers and accountants not application quality assurance testers.

Respectfully, I wanted to let you know that because of this modern view thing, our firm has started to recommend that our newer clients NOT migrate from desktop to QBO for the first time in over 5 years.

How are we supposed to justify to a client that it took 45 minutes longer of billable time this year compared to last year because the product that we recommended they migrate to is now taking that much longer to use to prepare their business tax return?

We can't. We have to eat that time.

Please tell the developers that in all honesty, we appreciate the product, look at us here caring this much to write these comments. However, new features, functions and layouts really shouldn't be thrust upon us during filing season. We need time to find the faults. They need time to tweak the bugs. We don't have TIME right now!

Cheers!

R

rachelz1

This is my very first comment on a QBO thread solely for the purpose to chime in about how the modern view is slowing us down this busy season. The modern view itself is not as quick to navigate - transactions have to load again and again and again if there are a large amount to scroll through. However, the bigger problem is when you click "back to reports", the report you were originally reviewing has reverted back to a default date, such as last month. This means we have to pull the report we were reviewing all over again each time we click into an account detail. If there was a way to turn off modern view entirely, at least until this problem is fixed, that would be immensely helpful.

D

dougman77

This is exactly true. You are very correct. And, even when you get to the Classic View and click on a transaction to look at it and go back it will go back to the Modern View and will not even go back to the report you were on, and the date will switch back to the default date.

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Vicki90

We need to be given the option to make classic view the default like it was before. I can see where some might like Modern View for certain reporting but I currently hate it. It makes doing a quick scan/scroll through of the transactions impossible. I'm fighting it constantly to get the report how I want it every time I click on a transaction and try to go back to the main report. I feels like it takes 3 times as long as it should to get anything accomplished. I second all the issues others have already mentioned.

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JJL-PWA

"Modern View" s***s and defaulting to show that instead of Classic View is a huge pain in my a**. Why would developers change something like this in late-March without a way to turn it off????? Whomever made that call should be fired!!!

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dougman77

You got that right. Have the Classic View as the default. If someone wants Modern View then go for it. I don't. I pay for Advanced and I want what I want.

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Factory3

This is my first post here. Modern View is absolutely unacceptable. My monthly procedures are taking literally 10x as long. I will switch to different software if this terrible feature isn't fixed.

deathtaxes1

I agree! This is horrible. Intuit won't be at the top much longer with changes like this.

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BHCOMattS

Agree x1,000 with all the other posters. Modern view is buggy, broken, and is categorically Not Ready For Prime Time. QBO finally reached a point where it was cleaner, faster, and easier than Desktop and then they let software engineers play around in the accounting software again.

I heard Xero has some pretty competitive pricing ...

deathtaxes1

Yep, I'll check that out. Also, I think it's only on essentials (can't tell if it's on advance cause I don't use that).

Geeze they messed up this time.

"Buy QBO Essentials - it's essentially useless"

deathtaxes1

Can someone confirm it's only on essentials?

B

BHCOMattS

It is on all tiers, rolling out randomly.

deathtaxes1

Darn. Some of my clients who have simple start or plus don't have it happening to them (yet, I guess).

Guess my new workaround is throwing my god dam computer out the window.

D

donnavacationrentals

I totally agree, this is horrible! It makes absolutely no sense! Please but back the classic view. This is taking so very much more time to do my job! Who has time for this???NO ONE!

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TAPA4

Modern View Reports are worthless. You have hijacked our choice in how to view our client reports. If you choose to view classic it only stays till you click on an entry to drill down, and then POP, the modern view is back! Unfortunately, I will have to stop recommending QBO to clients so readily, if this is not quickly rectified. I personally cannot stand to work with this report. It is time consuming and NOT user friendly! You have to click each account to expand to view and it is glitchy!? Whos idea was this! How about you spend time to fix an actual problems that many post about instead of messing with things that work. You all need to work some sort of default setting for reporting that can SAVE and actually flow thru to reporting AND once chosen it reporting it stays that way, unless you chose to change it. Modern vs Classic view reporting should be a default choice in settings. You should give discounts to long time and loyal clients, as this is just truly frustrating, unacceptable and disappointing.

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