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kirkie4567
Level 1
posted
‎July 23, 2025 04:42 AM
last updated ‎July 23, 2025 4:42 AM

Export Budget report

Good day

 

When I export a budget report using the modern view in Quickbooks Online, some of the cells don't have formulas in them. When I switch back to classic view, the same report has the formulas in them.

 

How can this problem be fixed? At some point the classic view will be removed altogether leaving me with a report that I need to often change, and update, but the totals will not update because of the missing formulas.

 

Regards

 

Kirk

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Best answer July 23, 2025
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Best Answers
JamesDuanT
Moderator
Moderator
‎July 23, 2025 05:54 AM

Export Budget report

Yes, for now, its best to use the Classic View, as it contains all the necessary formulas required for accurately evaluating data when exporting reports to Excel, Kirk.


To help improve the Modern View reports and better tailor them to your business needs and preferences, I encourage you to share your feedback with our product development team. Here's how you can do so:

 

  1. Click the Settings (gear icon) in the upper-right corner.
  2. Under the PROFILE section, select Feedback.
  3. Write your suggestions or requests in the Feedback box.
  4. Click Next to submit your input.


If you have any additional questions or concerns, don’t hesitate to comment below. We're always here to help!

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3 Comments 3
JamesDuanT
Moderator
Moderator
‎July 23, 2025 05:54 AM

Export Budget report

Yes, for now, its best to use the Classic View, as it contains all the necessary formulas required for accurately evaluating data when exporting reports to Excel, Kirk.


To help improve the Modern View reports and better tailor them to your business needs and preferences, I encourage you to share your feedback with our product development team. Here's how you can do so:

 

  1. Click the Settings (gear icon) in the upper-right corner.
  2. Under the PROFILE section, select Feedback.
  3. Write your suggestions or requests in the Feedback box.
  4. Click Next to submit your input.


If you have any additional questions or concerns, don’t hesitate to comment below. We're always here to help!

Reply
kirkie4567
Level 1
‎July 23, 2025 10:34 PM

Export Budget report

Thanks @JamesDuanT  can you share a link? I can't seem find the feedback section

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JorgetteG
QuickBooks Team
QuickBooks Team
‎July 23, 2025 11:34 PM

Export Budget report

Thank you for following up, Kirk. Let me guide you in locating the Feedback section, and I will include screenshots for better clarity.

 

Here's how:

 

  1. Log in to your QuickBooks Online.
  2. Click the Gear Icon in the upper-right corner.
  3. Select Feedback under the Profile section.
  4. Enter your suggestion and click Next to submit.

 

If you are still unable to locate it, you can use this direct link to share your input: QuickBooks Online Feedback Form.

 

We appreciate you for sharing an idea that could benefit many people. If you have any further questions or require additional assistance, please add a comment below. We are here to help.

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