Modern Reports: Enhancements Driven by Your Feedback

We’ve listened to your feedback and made major improvements to deliver a reporting experience that’s both powerful and effortless.

Here’s a look at the key enhancements now available in Modern Reports — built to save you time, reduce frustration, and help you make confident business decisions.

Say goodbye to manual refreshes. When you update transactions from a drilldown, your reports now auto-refresh instantly, so you always see the latest data.

This improvement eliminates confusion, ensures accuracy, and keeps you focused on insights — not page reloads.

No more blind spots! You can now drill down into $0 accounts that contain transactions, helping you uncover every detail in your financials.

We’ve also fixed previous drilldown errors, delivering a smooth, transparent, and dependable reporting experience.

Your time matters. Now, when you adjust dates, filters, or layouts, QuickBooks remembers your settings — even if you drill down into transactions and come back.

No more starting over — just seamless analysis and uninterrupted focus.

Resize once, and you’re done. Modern Reports now retain your preferred column widths throughout your session — even after applying filters or refreshing. You can also save reports with your chosen column widths, so they’re ready to use anytime.

Financial reports now automatically hide inactive or zero-balance accounts like COGS or Other Income/Expenses. This gives you a clearer, more relevant view of your business performance. You can always toggle them back on if you’d like — your reports, your way.

Your reporting preferences matter. Modern Reports now honor default accounting methods and reporting period preferences set by accountants in the QBO Accountant tool. This ensures consistency across client reports — automatically.

We’ve eliminated the 15-minute timeout limit. Reports stay active as long as you’re working, so you can drill down or explore details without losing progress. Enjoy uninterrupted, efficient reporting every time.

Financial reports now automatically hide inactive or zero-balance accounts like COGS or Other Income/Expenses. This gives you a clearer, more relevant view of your business performance. You can always toggle them back on if you’d like — your reports, your way.

Selecting dates just got easier. The new calendar widget lets you jump directly to any month or year in just two clicks — no more clicking through one month at a time. You can also select dates from adjacent months, helping you customize date ranges effortlessly.

Gain more insight into what you owe and what you’re owed.

You can now drill directly into ageing buckets in A/P and A/R summary reports, not just row totals. This gives you a clearer view of overdue payments and receivables, improving cash flow management

Previously, removing certain columns could cause reports to break. That’s no longer the case. You now have full control to add or remove columns as needed — without worrying about errors. Enjoy a smoother, more flexible reporting experience that works the way you do.

We’ve removed the unnecessary “Save Report” pop-up that appeared after every customization. You can now decide when to save — no interruptions, no extra clicks.

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Scrolling through reports is now simpler than ever.

You can scroll anywhere on the page — not just within the table — for a smoother, faster browsing experience that feels natural and efficient.

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