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pintadrew
May 19, 2025
Question

How to Make "Classic View" the Default for Reports in QuickBooks Online?

  • May 19, 2025
  • 2 replies
  • 0 views

Hi everyone,

Every time I run a report in QuickBooks Online, it defaults to what QBO calls the "Modern View." Personally, I find this view difficult to work with. For example, when I run a Balance Sheet, the report is crammed into a “window within a window” layout, with data pushed far to the right — and there’s no horizontal scrollbar. I have to click and drag or highlight text just to see basic figures.

Even worse, I can’t use Ctrl+F to search for specific line items unless they’re already visible on screen — which defeats the point of a search function.

Because of these issues, I find myself clicking “Switch to Classic View” every single time I run a report. Classic View doesn't have these problems.

My questions are:

  1. Is there a way to make Classic View the default so I don't have to switch manually every time?

  2. Does Intuit plan to keep Classic View long-term, or is it being phased out? The name “Classic” makes me nervous that it's on the chopping block.

Thanks in advance for any insight!

    2 replies

    J
    Just_me
    May 19, 2025

    There is no way to keep it as classic view.  

    QB doesn't like giving control to the people that actually use the software. They're rather stingy that way. 

      E
      Ethel_A12
      May 19, 2025

      QuickBooks has enhanced its interface for a smoother and more user-friendly experience, but currently, there is no option to make the classic view the default, @pintadrew.

       

      We appreciate your need for the feature and welcome your feedback on the modern view through QuickBooks Online. Your input helps our developers consider reinstating the old view.

       

      Here's how:

       

      1. Click the Gear icon in the upper-right corner.
      2. Select Feedback under Profile.


         
      3. Share your feedback.
      4. Click Next to submit.

       

      Also, QuickBooks is slowly transitioning to new updates, including the Modern View of the reports.

       

      Furthermore, there are several options for personalizing your reports. You can use filters to show particular accounts or customers, or adjust the layout to ensure the data will show in the right locations. Here is an article to guide you with the process: Customize reports.

       

      Don't hesitate to contact the Community anytime you have questions or concerns about the QuickBooks features. The Community team will be happy to help you some more.

      P
      pintadrewAuthor
      May 20, 2025

      I genuinely do not see how "Modern View" as any characteristic that can be considered an improvement over classic view.  Is there a list of improved features anywhere where QuickBooks points these out?  Modern view appears to be, in all ways, a downgrade. 

        I
        Irene R
        May 20, 2025

        I recognize the challenges you’re experiencing while transitioning to Modern View in QuickBooks Online, Pintadrew.

         

        As we work to implement the new interface, we aim to enhance and streamline reporting, resulting in more accurate and effective financial data. The upgraded features available will differ based on your subscription plan and the country. Check out the list below:

         

        • Enhanced security settings for reports to keep your data safe when multiple users access the app.
        • Preview changes instantly before saving your report.
        • More customization options, where you can add advanced filters, edit data, create charts, and incorporate new data from the app and other products into your report.
        • New reports are available for Fixed Assets, Revenue Recognition, and Projects.
        • Run any report from Microsoft Excel with SpreadSheet Sync.
        • Add any report to Management Reports.

         

        Furthermore, this article covers the new layout changes and how to navigate them: Customize reports in QuickBooks Online using a modern view.

         

        Let me know if there's anything else I can assist you with managing your QBO reports. Just notify me by mentioning my name in the comment below.

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