Question

Reports

Forum|Forum|2 years ago
June 5, 2024
2 replies
0 views

"HELP!!!!

From last night 6/4/2024 to this morning 6/5/2024 there was an update on reports, all of our saved/customized reports switched to modern view, okay fine, but all of their formats are completely different. The accounts aren't in numerical order and the total for the whole project/all accounts is gone. How are we supposed to tell our customers/projects how much has been spent if there isn't a total at the bottom?? There has to be a way to get a total the bottom of a transaction report. I don't understand why the new update would not have pulled our saved reports and their formats. I have also tried to create all new custom reports again but its so confusing and not user-friendly. I really don't know what to do at this point because I need to turn in these reports to customers and I can't when they are completely different and they don't even show a grand total. PLEASE SOMEONE HELP! "

QuickBooks Online

S

Sherrie_F

I appreciate you providing details of your concerns regarding the reports you're trying to create in QuickBooks Online (QBO), Maggie.

Let me assist you with this and provide ways to help you choose one.

To begin with, may I know what specific report you've previously run in your account? Any additional information would be highly appreciated.

In the meantime, I'd suggest pulling up the Customers-A/R Aging Summary Report. This way, you can see the total outstanding balances from your customers and how long they're past due.

To do so, here's how:

On the left navigational panel, look for the Reports tab.
In the Who owes you section, select Accounts receivable aging summary.
Select General options to customize your report.
- Number format - Determine the format number.
- Aging - Categorize outstanding receivable and aging periods.
- Header/Footer - Customize header for report.

Additionally, you can filter the new report that shows the Total at the bottom to better the customization. If you can't find anything, we can temporarily export the report to Excel and manually add the Total.

Once everything's good, you can click Save as to keep the customized report you've pulled up. However, if this is an existing report, click Save.

Lastly, here's a resource you can browse just in case you need assistance creating and using enhanced custom fields in QuickBooks: Create and edit custom fields in QuickBooks Online Advanced.

You can always count on me if you need a hand managing reports in QuickBooks Online (QBO). I'll always be here at any time. Stay safe.

M

maggie_strecanskyAuthor

I am not talking about accounts receivable. We created /saved Transaction Reports per Customer/Project, that showed every transaction for that customer/project per account and then at the end of each account there was a total and then at the end of the report there was a grand total of everything, everything that has been spent on that project. We have been able to see that grand total at the end of those reports since Quickbooks desktop 2012 and now we can't. Is there a new report that we need to create. I just can't believe that the saved/customized reports we made did not transfer over to modern view. They are all messed up. The accounts aren't in the correct order and there is no grand total at the end. What do I need to do??

E

Erika_K

Your perspective regarding the recent changes to the report interface and features is valid, maggie. I value your efforts in getting back to us.

We are working hard to improve our products and services to meet your business's changing needs. In line with this, reports will be gradually moved to the New Enhanced Experience. For the first phase of this transition, over 12 reports will be migrated to the Modern View on May 31, 2024, which includes all saved or customized reports associated with or relevant to the particular reports. The appearance and content of personalized ones will also change when transitioning to the modern view, which is why you can't add a grand total column at the end of your report. I'll add the lists of reports that'll be migrated to the new view.

Your desire to have an option to keep the saved reports is understandable. If you feel recent updates have not met your expectations, I encourage you to share your feedback. Your input helps us address any issues you may have encountered and contributes to making our products better and guides us towards our development process and ensuring that we deliver the best possible experience to all our customers.

I'll show you how you can send one:

Locate the Gear icon.
Under Profile, choose Feedback.
Enter your feedback suggestion.
Hit the Next button.

In the meantime, you can pull up a similar report and then customize it accordingly. Refer to this article for additional info: Customize reports in QuickBooks Online using modern view.

Additionally, you can export it to an Excel file and from there you can add columns or any specific contents suitable to your preferences.

Remember, maggie, I'm here to support you every step of the way. Feel free to reach out whenever you have questions or need assistance with QuickBooks reporting options. Your feedback matters to us. Let's collaborate to ensure your QuickBooks experience is smooth and productive.

S

SF Julie

This also happened to me today, 06/05/2024, my existing Custom reports in their own Group now use Modern View but are not the same. I can manipulate some columns but not get rid of the first, so I moved it to last. When I saved my new report it went into a new Group with the same name. That is, I had a duplicate report name in a duplicate Group name, and wound up deleting both.

I really think updates should continue the functions and options that were there before, or explain why.

A

ArielI

Hello, @SF Julie.

I'd like to some updates about the recent changes to custom reports and groups within QuickBooks Online (QBO).

Beginning in May 2024, we will gradually introduce a new reporting experience called Modern View. This update will eventually replace the Classic View for all standard reports. It’s important to note that this transition will impact any custom or memorized reports you’ve previously saved.

You have the option to remove a column in the modern view by unchecking the boxes next to column names from the Reorder tab. However, please note that there are specific reports with default columns that can't be removed, as the checkboxes are greyed out. For instance, in the Unbilled Charges and Open Invoices Report reports, we're unable to remove the column for customers.

Additionally, if you create a custom report in the classic layout and save another one in the modern view, the system won't detect the previously created group and report from the classic view, resulting in duplicates that need to be deleted.

Moreover, you can also send feedback directly to our product developers about the new interface so they can review your suggestions and may include the feature enhancement in the following updates. Please know that your opinions with us will be highly appreciated. Here's how:

Go to the Gear icon.
Choose Feedback.
Enter your comments or product suggestions.
Then, click Next to submit feedback.

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

Additionally, if you need assistance in the future with exporting reports in QuickBooks, you can refer to this article: Export your reports to Excel from QuickBooks Online.

Keep me posted if you still have questions or concerns about the changes you've encountered in the report's modern view. I'll be here, ready to assist you.

M

maggie_strecanskyAuthor

I just want to know how to get a TOTAL at the end of our reports!!!!!! For a transaction list by customer, how do I get a grand total at the end of the report??????? Before the update almost all of our reports had a total at the very bottom, there has to be a way, someone please help!

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded