Have you ever pulled your reports in QuickBooks Online and they suddenly look different than you’re used to? 🥺
That’s one of the positive and sometimes negative things about QBO.
It’s always changing as they test out new features in hopes of improving your experience.
Some QB users find the Enhanced Reports view too cluttered and overwhelming. 📊
Fortunately, switching between QuickBooks Online’s enhanced reports and the classic view is easy. 🙌🏻
In this video, I’ll show you step-by-step how to make the switch.
Are you ready to switch back to the classic view because you prefer the look and feel? The process is super simple.
Here are the steps to switch from Enhanced Reports to Classic View after pulling a report:
- Open the report that you want to switch from Enhanced Reports to Classic View.
- Click on the “Switch to Classic View” button on the top right.
Share in the comments below if this helped you and if you had any ah-ha’s 💡
Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?
Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?
I would love for you to join me on my customizing QuickBooks workshop.
I’ll be sharing:
- The most efficient way to track your Income and Expenses.
- How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
- Where to get the data you need to make the best decisions to grow your business.
And the #1 SECRET to feeling confident at your next tax appointment.
I’m excited to see you on the workshop!
Click here to save your seat → Join My Free Workshop!
🙋🏻♀️ I’d love to connect with you on Instagram or Facebook
Subscribe for more QuickBooks tips on YouTube
#CandusKampfer
Do you have time to sit down have me show what we do.
I need an easier way to find my quotes and track job hours.
Hi John,
Thanks for your question.😁
If you’d like more information on how you can work with Candus, I recommend attending our Customizing QuickBooks workshop.
You can register to save your seat here: https://canduskampfer.com/workshop
Love your tips!! Will try the new view but it’s so wide I have to move the screen to get to my numbers….which feels like another step. Maybe I’ll try the filters to shrink it down.
Hi Rosanne,
I’m so glad to hear you love the tips! Have a great day! ~Daniel/Team Candus
What would you recommend for accounting firms. Online or Desktop to do the bookkeeping for the clients.
If you are working with multiple clients, QB Desktop will be the most cost effective. Both are great options though. It depends which you are more comfortable with. -Daniel/Team Candus