The Classic view for reports in QuickBooks, Intuit Accountant Suite, and Intuit Enterprise Suite will be retired on May 22, 2026. Here's everything you need to know to get your practice and your clients ready for the switch to Modern view.
What's changing and when
After May 22, 2026, the Classic view for reports will no longer be available across QuickBooks Online, Intuit Accountant Suite, and Intuit Enterprise Suite. Modern view will become the exclusive reporting interface moving forward.
Your data and saved reports are safe
All 150+ standard reports will open in Modern view automatically. Custom reports created in Classic view will move to Modern view in phases. Your data, filters, favorite reports, report schedules, and customizations will carry over. You will not need to do anything manually. You will know a report has transitioned when it automatically opens in Modern view.
What to expect before May 22
Starting April 27, you can still open reports in Classic view, but you will no longer be able to save new customizations in Classic. If you modify a Classic report and want to save it, QuickBooks, Intuit Accountant Suite, and Intuit Enterprise Suite will prompt you to switch to Modern view to do so. Your filters and grouping will carry over automatically, so you won't need to re-enter them.
What Modern reports offer
Everything you rely on in Classic is still there, including reporting periods, filters, accounting methods, display options, comparisons, and toggles for active and zero-value rows. Modern view adds new capabilities on top of that foundation:
- Flexible columns: Add almost any attribute as a column in a report.
- New grouping and pivot options for deeper analysis.
- Chart views to visualize your data directly in QuickBooks.
- Visual formatting options, including banded rows, color-coded columns, and flexible gridlines (some options available on QuickBooks Online Advanced and Enterprise plans).
- Better navigation: Scroll the full page instead of a small box; use Ctrl+F/Command+F to search within longer reports.
- Drill-downs that remember your settings: Go back from a transaction report without losing your customizations.
- Auto-refresh: If you drill down and edit a transaction, the report refreshes automatically.
- Standard accounting order: Reports such as General Ledger and Trial Balance now follow the proper sequence: Assets, Liabilities, Equity, Income, Expenses.
- Flexible financial views: Collapse or expand specific account sections to switch between a detailed breakdown and a high-level summary. View your financial data in the way that makes the most sense for you.
- Cleaner, more reliable reports: Reports are now easier to read with clearer date labels, complete financial values, and smarter defaults that reduce clutter, while keeping everything accurate and trustworthy.
- No lost work on refresh: Your report customizations stay exactly as you left them, even if you reload the page. You can continue your work without having to start over.
Additional improvements to reports
QuickBooks has committed to the following updates before the Classic option is removed:
- Faster report customization: Make all your changes in one go, whether its filters, columns, or groupings, and then run the report once. No more waiting through multiple refreshes while setting things up.
- Cleaner print and PDF output: Reports now print the way they should. Financial numbers are properly laid out, sections flow continuously without unnecessary page breaks, and what you see on screen is what you get on paper. No more reformatting after you print.
- Formulas that carry over to Excel: When you export a customized report to Excel, calculated rows and columns now retain their formulas. Your totals, subtotals, and other calculated fields stay live and editable in the exported file, just as you would expect.
- Company name where it belongs: Your company name now appears at the top of the report by default, just like it did in Classic Reports. If you prefer to see the report name first, that option is available too. You are in control of how your report header looks.
- Sorting that actually works: Reports now sort the way you expect them to. When you group a detailed report by customers, vendors, accounts, or any other attribute, the results are sorted correctly and consistently. No more manually re-ordering after running a report.
- Cleaner detailed reports by default: Inactive and zero-balance accounts no longer clutter your detailed reports such as the General Ledger. By default, only active accounts with relevant balances are shown, giving you a cleaner, easier-to-read report right out of the box. If you ever need to see the full picture, you can always bring them back.
Getting your practice ready: Action checklist
- Review your most-used custom reports now and explore how they look in Modern view.
- Brief your team: No action is needed to migrate saved reports, but they should expect the Classic toggle to disappear on May 22.
- Use the Feedback button in the Help (?) menu on the reports page to flag any issues.
- Communicate this change proactively with your clients.
