Modern View of Reports

The account names for subaccounts in Modern view are formatted as parent# parent name:sub# sub name while in Spreadsheet Sync they are sub# parent name:sub name. This mismatch in the formatting of the names is creating issues for data load and validation.

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.

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

I am using the new Custom Field that was added to QBO Essentials. I have it on all my forms and printable. It's a dropdown. When I drill in to the Balance Sheet's liability account where the income is stored, I can't add the custom field as a column or group by it. We need to see that Other Current Liability filtered and grouped by Custom Field

The sales tax liability report gives the nontaxable amount, but it doesn't tell you why and she needs to understand why it's not taxable. Was it a NFP, farm exception, etc?

When an accountant finds a problem in a report, they need to use other QBO functions to review and analyze possible problems. Unfortunately, the report view is lost when jumping to another function. Consider a "PIN REPORT" function. With this, we could "Pin" the report, as it was generated/customized, in the location where we found the problem, and jump to other analysis screens, but click on the pin and return to the exact spot we left. Additionally, if the screen could be split to show the pinned report at the same time we are reviewing other transactions, it would make the finding and solving of problems so much faster and more effective.

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."

When adding custom reports grouping and sharing the reports with team members, the "group" doesn't carry over to others. The reports just show up in one whole list, but not as the groups they should be in.

I would love to create a report just like the AR Aging where invoices are grouped according to days aging, but then subgrouped by custom field. Is this doable?

This report is available in all my clients who migrated from QBDT but not in QBO. I really could use it for all my clients. Can you make it available as a Standard Report?