Classic reports retiring soon: What accountants need to know.
product update

Classic reports retiring soon: What accountants need to know

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 be migrated to Modern view in batches by company. Your data, filters, favorite reports, report schedules, and customizations will carry over. You will not need to do anything manually.

What to expect before May 22

Starting mid-April, 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.

Additional improvements before May 22

QuickBooks has committed to the following updates before the Classic option is removed:

  • 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.
  • Faster report customization: Make all your changes in one go, whether it’s filters, columns, or groupings, and then run the report once. No more waiting through multiple refreshes while setting things up.

Getting your practice ready: Action checklist

  • Review your most-used custom reports now and explore how they look in Modern View.
  • Plan accordingly; from mid-April onward, new Classic customizations cannot be saved.
  • 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 within your QuickBooks Online Accountant or Intuit Accountant Suite account to flag any issues.
  • Communicate proactively with your clients so the change doesn't come as a surprise.
Get a detailed guide on the transition to Modern View reports.

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