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Buy nowI appreciate you following up on this, Race. I’d like to clarify, yes, the 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 Essentials, Plus, and Advanced plans.
In this case, consider personalizing the report in the modern view. I’d be glad to walk you through this process:
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.