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embservices2013
Level 1

How to go back to classic view format

strongly dislike the new format, it's too big how do you get back to the classic view?  they should of offered a choice
7 Comments 7
Nicole_N
QuickBooks Team

How to go back to classic view format

I appreciate your feedback about the new interface in QuickBooks Online, @embservices2013. Let me guide you in switching back to the classic view.

 

Before doing so, please know that the option added to the software aims to improve user experience by providing new tools and functionalities that make accounting and bookkeeping tasks easier and more efficient. Since you don't like the new display, you can click the Switch to classic view button to use the prior report interface. Refer to the screenshot below for visual guide:
 

 

Keep in mind that this option is only available to some reports. If the report you generate doesn't offer the classic view switch, I recommend providing direct feedback to our product developers. They will thoughtfully review your input, identify areas for improvement, and consider integrating them into future updates.

 

Here's how:

 

  1. Hit the Gear icon at the top, then select Feedback.
  2. Type in your product suggestions.
  3. Click Next to submit feedback.

 

You can keep track of your request by visiting our Customer Feedback page.

 

Furthermore, if you want to personalize the data on the report, you can customize it to your liking. Check out this article for details: Modify reports in QuickBooks Online.


Count me in if you have other concerns running reports in QuickBooks. Leave your reply below and I'll be willing to answer them for you.

jeffspharmacy
Level 2

How to go back to classic view format

There is also an App called Right Tool that will allow you to tweak many things.  I read about it on here somewhere, but it remembers your preference for the “classic view’ and reports stay in classic view now.  

 

There are a lot of tweaks, but it does work for me.

 

Icanread_canyou
Level 1

How to go back to classic view format

Nicole N, Where in embservices2013 question do you see anything about the report interface? 

 

 
hoierllc
Level 1

How to go back to classic view format

I also dislike new view !!

I want option to leave it in classic view

Kmj555ProAdv1
Level 2

How to go back to classic view format

I no longer have the option to "switch to classic view"!  Have they made this permanent now?  The new reports are TERRIBLE.  AND they don't automatically refresh when you change a transaction... you have to REFRESH constantly.  HORRIBLE!  HELP!

Anonymous
Not applicable

How to go back to classic view format

I completely understand that transitioning to new features can feel overwhelming, especially when you're used to the classic view that suited your workflow, Kmj555ProAdv1.

 

While the new reporting system may take some time to get used to, it offers several new functionalities that could ultimately streamline your financial management tasks.

 

Also, I encourage you to send us this feedback. Your insights help us continuously improve and meet your needs more effectively. Here's how:

 

  1. In your report window, click the Give Feedback option.
  2. Type in your message and click Next.

 

Personalize your data on the report by customizing it to your liking.

 

If you have any other questions about running reports in QuickBooks, feel free to share them below, and I'll do my best to help.

MLWillyum_CL
Level 1

How to go back to classic view format

Its not overwhelming to switch to a new format. Its that your new format is so terrible that it is causing us to report incorrect numbers, has lowered our efficiency, and just generally causes us a ton of grief and frustration. Intuit -  you need to start listening to your customers!!!!!

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