Modern Version of Reports Not Matching Classic View - Classic is Correct
released
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John Leichty
This is still an issue. I am in an Advanced subscription as I noted in a post here previously. In the "Account QuickReport", debits and credits are still reversed and some transaction amounts are not showing. The amounts that aren't showing are JEs which it seems like I heard someone mention may be an issue showing on these reports. These are commissions that we record to certain jobs. So I'm not sure what other kind of transaction could be used in this case.
Autopilot
Merged in a post:
Group by name not displaying the same in classic and modern
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Bridget Beck
See notes on attachments. Need modern report to alphabetize by vendor name, not distribution account when doing a group by name. Need a column for name that has the vendor name in it, not the distribution account. This is the most common report I use, and it will significantly increase my workload for this report not to make sense.
Subhanan Sahoo
updated the status to
released
The data discrepancy issue between Modern and Classic Reports has been fully resolved for Balance Sheet, Trial Balance, Retained Earnings, and Aging reports.
After thorough investigation, the root cause was identified as an application level error specific to few non-multicurrency companies. There is now full data parity between Classic and Modern Reports for Balance Sheet, Trial Balance, Retained Earnings, and Aging reports.
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Sharon Joyce
Subhanan Sahoo Hi Subhanan - Is there now full data parity for the P&L report as well? Thank you!
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Maggie LaHaie
Subhanan Sahoo Now this error is showing in both classic and modern reports. This is way worse, now i can not even produce a cash report with accurate information
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Maggie LaHaie
Alicia Pollock This client manages their inventory in QBO and when they switched to modern reports it took her normal cash balance of around $120,000 to 1.2M. If you look at the accrual report again you can see this. I was able to still get a good report in classic but now they have broken that too. Also do you work for QBO and if not why are you trying to say i wrong when you don't know the issue? I am trying hard to get QBO to resolve this issue for me, i really don't need anyone trying to say it looks right.
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Alicia Pollock
Maggie LaHaie sorry will delete my comment. I could only see the first few lines in the image.
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John Leichty
I ran into what appears to only be in Advanced subscriptions this where when you add the debit and credit columns, it switched the amounts. This was in a GL report so income and expenses both show. For instance, the income was showing as a debit and expenses were showing as credits. In classic, it shows up fine. Also, some of the expenses weren't showing up and were only showing a -. When I drilled into the transaction, the amounts were there. When I ran it in classic, they were there. I checked a plus subscription and those items seemed to be working correctly in the new reports. I would have liked to do some other checks but, I don't have time to be doing detailed checks into Intuit's work, I have client's to take care of...
Autopilot
Merged in a post:
still getting different totals on modern and classic P&L reports
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Jo Landers
Totals are still different on modern and classic P&L reports. For example, one client has three items in "other income" and the subtotals and bottom line total in classic reflect all three, but in modern it's showing all three rows but the subtotals and bottom line total only reflect 2 of the income accounts. As a result, we still can't count on report totals and since we usually can't spot where the errors are as easily as I could in the 3-line example I just provided, we are having to advise clients not to trust reports unless they export to excel and re-do all the subtotals and totals. Needless to say, clients are starting to ask us what else they can use that will be more reliable...
Subhanan Sahoo
Merged in a post:
P&L numbers are different in classic vs modern and not correct
Ashley McIntosh
Given the issues that we are still experiencing with the new modern QBO reports, surprised to see that the classic reports are no longer available on certain clients.
The issue that the modern reports do not tie to classic reports that were historically utilized is a major issue.
tax ran the modern cash basis P&L for 2024 and numbers are different than they reported based upon classic view P&L for 2024 tax reporting.
Subhanan Sahoo
Ashley McIntosh I am a product manager for reports in QBO.
We definitely would like to solve this issue asap. Would it be possible to block a slot on my calendar for 15 mins https://calendly.com/subhanan_sahoo/new-modern-report-addressing-feedback
Aditi Sahani
Ashley McIntosh is this resolved?
Ashley McIntosh
Aditi Sahani Last I checked - no
Subhanan Sahoo
Ashley McIntosh Regarding PnL numbers being different for Classic vs Modern, could you please share the company ID for which you encounterd this issue.
Also, if you are able to reproduce this, could we have a short connect for 15 mins as per your convenience.
Ashley McIntosh
Subhanan Sahoo Scottsdale Weight Loss Center COID 9130351242215716 and I believe Eye Associates is COID 399903701, can I share this link with the firm directly?
Ashley McIntosh
Just recreated for Eye Associates of Tucson.
Balance Sheet Modern View cash basis – Total Liability + Equity $825,203.73
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Balance Sheet Classic View cash basis – Total Liability + Equity $843,315.67
Difference $18,111.94 – This happens to be the difference in the Retained Earnings #3200
Subhanan Sahoo
updated the status to
planned
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