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Replying to:
Jelayca V
QuickBooks Team

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I appreciate you following up on this, Race. I’d like to clarify, yesthe option to switch to classic view is still available in QuickBooks Online (QBO); however, it does not apply to all reports. Let me clarify and elaborate on this.

 

Specifically, if you're using the Simple Start plan, the option to change to the classic view when running Transaction Detail by Account reports is not available, as this feature is accessible only in the EssentialsPlus, and Advanced plans.

 

In this case, consider personalizing the report in the modern view. I’d be glad to walk you through this process:

 

  1. In the Reports tab, enter Transaction Detail by Account in the search field.
  2. Click the Columns icon, then check the box for Item split account full name and any other relevant boxes you would like to view in the report.
  3. Click the Funnel icon to filter the Transaction type.
  4. Select the transactions you'd like the report to generate, such as BillBill Payment (Check), Credit Card Expense, etc.
  5. Choose how you want to Group by your data.

After this, the report will generate the data based on the customizations you've applied.

 

You can also get a summary of all payments made to a vendor throughout the year by running a report on vendor totals. Memorizing this report can save you time, as you won’t have to go through the customization process again.

 

Additionally, you can export your reports to obtain a copy or use them outside of QuickBooks. For complete guidelines, refer to this article: Export your reports to Excel from QuickBooks Online.

 

Please don’t hesitate to reach out if you need additional assistance with customizing your reports, Race. I would be delighted to help you.

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