Modern View of Reports

It would be very helpful to have Debit and Credit columns when drilling down on an account. Currently, there is only Amount and Balance. When analyzing data, it can be challenging to separate the debits/credits when they are in a long list of transactions. Custom reports is not a feasible option because that is not helpful if reviewing a financial statement and trying to drill down on a g/l account. I also have to remember to create the debit/credit columns before exporting to excel; otherwise, I have to manually adjust the excel sheet or redo the QBO report and export again.

In the Classic view, the company name and dates appear on the top of a transaction report. This has gone away in the modern view which makes no sense why that would still appear on the top of the report. Please add back.

Management reports in Advanced have been "upgraded" but there is no way to add custom text at the bottom of all the pages if you need to. Now I have to export everything as an Excel file, do a bunch of formatting, save as PDF and reassemble into one report. Big time waster.

Please, for the love of my sanity, provide a user or company setting to choose how to present negative numbers. I pull up so many reports every day, and every time I have to change the "Customize," "Number Format" "Negative Numbers: (100)" "Show in Red"... So many clicks on so many reports, but I can't get this to be a default across all my settings. Please make this a setting that we can default to. You have date preferences and currency preferences under Settings/Advanced/Other Preferences. Just add it there! Easy!

Other Current Liabilities is double nested. It should be listed separately from Current Liabilities not under it. This makes the reporting much larger

Would like to see the filter of Customer Type on the Sales by Product/Service Summary report

One thing that would be helpful in the BvA reporting would be if we can adjust the time period for "budget" and "actuals" separately. For example, many of our clients want to see a BvA with YTD Actuals but full year Budget values. Currently, if you set the timeframe for the full fiscal year, then the Actuals will also be for the full year (so it will include expenses for the current month, which has not been reconciled and closed). We have many clients request this and we have to spend hours updating the reports manually. Let me know if this makes sense or if you'd like further details! I tried to explain it concisely but I can provide a more detailed explanation if needed

You can drill down into total expenses on the SOA, but that functionality disappears on the BvA. Even total payroll or expense group subtotals aren’t drillable on the BvA. I honestly don’t know if this changed with the recent QBO upgrades, because I’m fairly certain you could drill down before.

Product Feedback: Critical Gap in WIP & Time Tracking Submitted By: Eric Randall Feature Area: QBO Accountant / Time Tracking & Invoicing Client Type: Professional Services (Law, Engineering, Accounting) Priority: High (Churn Risk / Reversion to Manual Workflows) The Problem: "All-or-Nothing" WIP Consumption Currently, when an accountant pulls Work-In-Progress (WIP) from QuickBooks Time onto a client invoice, the system does not support partial invoicing of time entries without losing data. The Workflow Failure: Selection: The user pulls $100 worth of WIP onto an invoice. Adjustment: For billing reasons, the user manually reduces that line item to $50 (intending to "write down" the current bill or defer the remaining $50 to next month). Data Loss: QBO treats the entire time entry as "billed." The remaining $50 in WIP is not returned to the "Unbilled" bucket; it essentially vanishes from the reporting cycle. User Impact & "Negative Automation" Reversion to Manual Tools: The client (Brittany) has moved from a 1-day billing cycle to a 3-day cycle and is forced to track WIP in Excel to ensure she doesn't lose billable revenue. Internal Notes Exposure: A secondary "known issue" was reported where raw WIP descriptions (internal staff notes not meant for clients) were automatically pulled and sent on invoices without a review gate. Adoption Barrier: This makes it impossible for the firm to recommend QBO to mid-market clients (Law/Eng) who "live and die by the WIP." Requested Resolution (User Stories) Partial Billing: "As a firm owner, I need to be able to invoice a portion of a time entry and have the remaining balance stay in the 'Unbilled WIP' report for the next billing cycle." WIP Protection: "As a user, I need the system to warn me if an adjustment to an invoice line item will result in the permanent clearing of unbilled time." Review Gate: Ensure that automated workflows never pull raw WIP descriptions into client-facing documents without an explicit approval step. Link to recording: https://intuit.zoom.us/rec/play/zcNw9ZJkZxHV2z1KnsW3IswvbbBxZ6nMSjqj26QllqJCApefSCnREsNRutdq9naaUHbUwAuDlO7qdbE.fFOQ3s3EFewT_4yn?eagerLoadZvaPages=sidemenu.billing.plan_management&accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fintuit.zoom.us%2Frec%2Fshare%2F-btWdDQCTi8gj8qr1oieX0mPeLu7jA2dgt4v3-6CqpE_N3vDY1w16_ysesdHTRXM.AqP3dwjEjosrOgWz Password: ju%U!R7# 17:33 – 17:38: She introduces the problem by explaining her workflow (TSheets to QBO) and states clearly: "I can't invoice partial WIP." 17:40 – 18:04: She details the "workaround" she currently uses, which involves breaking time into segments in TSheets or leaving manual notes to herself. 18:35 – 18:53: This is where she explains the data loss—specifically that if she has $100 in WIP and changes the invoice to $50, the remaining $50 is "Gone."

This request demonstrates the current limitations of custom fields in modern view reports and additional features I would like to see in QBO to make this work for everyone. Video tutorial: https://videos.goshenaccounting.com/QBO-Custom-Fields-Reports Missing QBO Features - There is no ability to display expenses or contra amounts as negative numbers on the modern view details reports. Grouped transactions provide an incorrect net balance in QBO. Exporting to Excel or Google Sheet is highly recommended. - There is no default P&L By Custom Fields report yet in QBO. Custom Field is not a filterable field on any summary report. It works great on only detailed reports.