WSW - Podcast QuickBooks Modern Online Reports: What’s Changed and Why It Matters
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[00:00:00]
Dan DeLong: Oh, welcome to another workshop Wednesday, casual conversations for serious, workflows brought to you by school, bookkeeping, and QuickBooks your way. Hi, Rachel. Welcome back. How are you?
Rachel Dauchy: I'm good. How are you?
Dan DeLong: Very good. Thanks. [00:01:00] Always good to see you.
Rachel Dauchy: Yeah, to go. You're a little scrambled though, not in your audio, but in your.
Video, video.
Dan DeLong: Video. Okay.
Rachel Dauchy: Yeah.
Dan DeLong: Well,
Rachel Dauchy: but you're there. We can see the outline of you.
Dan DeLong: I'm there,
Rachel Dauchy: but for example, what's on your shirt is totally scrambled.
Dan DeLong: Okay. Oh
Rachel Dauchy: but I know it says school of Bookkeeping.
Dan DeLong: Yeah. Good. Good. And unfortunately for some reason, always with a live workshop and Facebook disconnected itself.
So if you were hoping to see us on Facebook, sorry, it didn't oh
Rachel Dauchy: man.
Dan DeLong: Didn't, it didn't sink out to that.
Rachel Dauchy: We are, there's lots and lots of disappointed people right now.
Dan DeLong: I know. It's terrible. All right.
Why Reports Matter in QuickBooks
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Dan DeLong: Today we're we're gonna be talking about, [00:02:00] and Rachel and I were chatting. That really reports are so important.
That's the whole reason that we're even here, right?
Rachel Dauchy: Yep. Every single thing that goes into QuickBooks is meant to spit out on a report,
Dan DeLong: right? Because a business this is like the whole reason that we're doing our sales tracking, our expenses, the money in the money out, reconciling the bank accounts, all of that stuff.
We're not doing it because we love it. I love it. Yeah. You, and PayPal. Appre appreciation is one thing.
Rachel Dauchy: I do love it though, Dan. I was talking about this yesterday with a couple friends, fellow bookkeeper slash accountants. We actually love it. I do. I really do love it. So there are [00:03:00] people out there that do
Dan DeLong: That's.
That's, the perfectionist in you. I think that, from a bus from somebody who's in construction, that's probably the furthest thing from their mind is keeping track of all of this stuff,
Rachel Dauchy: you are right with that. Yeah. Not fun for them,
Dan DeLong: but this is, mirror when it comes to reports when you're driving a car and you wanna see where you've been. Reports is all of that stuff, right? And some, of the reports will be, part of the windshield that will allow you to see forward. But if you wanna predict where you're going, you, you certainly need to look back at where you've been.
Go To Report P&L by Month
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Dan DeLong: Yeah, that's our question of the day. Go-to report. QuickBooks. So I'll ask you, Rachel [00:04:00] what is your favorite report? The one that, that you start with, that you know is, either something through to your clients or, where you go first to, to, dive in. So like the appetizer report.
Rachel Dauchy: Yep. So for me, the most important. In terms of importance for me, balance sheet and p and l are 50 50 in terms of importance. But where I spend most of my time is really in the p and l. And so my favorite report is p and l by month. And I can tell basically everything I need to know about a business in terms of their current operation.
In the p and l. Now if I wanna look at a lot of historical stuff that's rolled up to now, of course I'm gonna look at the balance sheet, but [00:05:00] if I wanna look in terms of what's gross revenue right now, and anything really from that point I can just look at the p and l if I wanna look at a, if I wanna do a super quick.
What's their gross margin percentage? Just like that meaning, how much are they actually making for every dollar that they're earning? How much of that is profit? I can look at the p and l, I can find out really anything I wanna know just from a p and l.
Dan DeLong: Yeah, because that one of the, one of the nice parts about QuickBooks is that all, most reports, especially those with numbers on them.
Allow you to drill in, right? Yeah. So stand where that, number came from. You can click on the number and it will go into the. Detail report that makes that up.
Rachel Dauchy: Yeah. And that's actually what I meant to say. So thank [00:06:00] you for saying that. Is that is the reason that I prefer that report is rather than go in and look at the look in vendors and look in here, look in that I, usually wanna see where did it fall in the p and l first.
Then I can click in and see some further detail,
Dan DeLong: right?
Classic vs Modern Reports Debate
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Dan DeLong: Over the past, I don't know, year 18 months, quickBooks has been on this journey to enhance their report mod, calling it the modern reports, and then there's classic, right? Which is what was, before. Where do you fall on this classic versus modern?
Rachel Dauchy: I prefer the classic. I do, I prefer the classic, but I, know that I'm gonna be forced out of it at a certain point. And I've been using the modern, now it defaults to the modern, and I've been using it. It's fine. It just, [00:07:00] now, if you wanna find something, it's just a little bit different. But when you're ready to talk about the worst thing about the report, I am ready because I'll tell you what, my least favorite thing is about the p and LI that I love so much.
I'll tell you my, least favorite thing.
Dan DeLong: Report is really where accountants, bookkeepers, accounting a business owner really should live. When it comes to how do we make decisions?
Accuracy Glitches and Trust Issues
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Dan DeLong: The challenge and one of the things that has been challenging over this transit to modern reports.
Is the surprises that have occurred when you and in, during this period of time where you could actually see the same report in both [00:08:00] versions, you could potentially see two different numbers, right? So that, yeah, that rid of things in question, right? If you cannot confirm that these numbers are what.
But they should be. That, that, puts a lot of doubt.
Rachel Dauchy: Oh, I actually, I haven't seen that. I, this is the first I'm hearing of that example. I haven't done that. Run one and then the other. I, haven't seen that. But that's not good.
Dan DeLong: Yeah. 'cause if you're blindly.
Believing that you're it because they should be. And, unbeknownst to you, maybe there's a, maybe there's an underlying cue with the reporting module. You could be, it's like when you're speedometer [00:09:00] doesn't work on your car, right? And little did, do you're driving 88 miles an hour and the, police officer following you.
It will certainly tell you how fast you are and, only the, my, my speedometer is broken will only go so far. If, yeah, if you don't have a, reliable measurement tool to tell you how fast you are going or whatever it is that you're hoping to, get out of QuickBooks
Rachel Dauchy: and I certainly do not wanna export.
Expense lists and invoices into a separate thing so I can verify it. I'm not doing that. Like I, yeah, this report better be accurate.
Dan DeLong: Yeah. Now, to be fair sometimes when you would switch between the two, maybe it would change to the basis of the report or it might change the
Rachel Dauchy: Yeah, sometimes that'll happen and
Dan DeLong: change or
Rachel Dauchy: something like, [00:10:00] which drives me crazy.
What I've seen with the improvement of reporting is I've seen where like all the revenue is blank and the expenses are there, but like the revenue won't, it's like a glitch. So that's been happening as well, but that's still not my least favorite thing. It's
Dan DeLong: Still not, your least favorite thing.
Okay.
Why Modern Reports Exist Large Data
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Dan DeLong: The good news is and, the whole purpose of. Why change reports and why now, right? Is that, QuickBooks is allowing more data, right? And there is no, there's no purge option when it comes to archive of your data. The, this will just continue, your list will grow.
The amount of transactions in inside of QuickBooks will, continue to grow. And, when you run. [00:11:00] A report for, or a, very common question when I was working at Intuit was I'm printing out the general ledger for the year, and which I don't know, I I, never quite understood why, but I understood what they were trying to do and the, classic view of the general ledger which is every transaction with its split a group. Or categorized by account. It in class classic view.
Rachel Dauchy: Yeah.
Dan DeLong: Stops. It would, stop at a certain point. It would just give you the, at the bottom load more. And you would continue to load more.
Yeah. Until it would say I'm out of memory. So large reports is, part of the reason that this, shift was necessary. Okay. And so all people. [00:12:00] Need to be on this modern report in order to some of the limitations that they were experiencing with large data reports. Okay.
And there is no I'd to cut off for the last I would only like the detail from the last two years.
You don't have that option in QuickBooks use too. Add to the transactions that are there, you would need some kind of utility that would mass delete transactions. And then if those are dealing, that, that's a whole nother ball of wax, right? If you're changing the balance sheet, removing checks now, you're changing the, running balance of your, checking account.
So there's other things to consider, other considerations there. Yeah. But, while QuickBooks has been on this journey of marching towards modern [00:13:00] report, there has been some resistance, to that. Various reasons. And part of it is one learning something new, every time especially since we've talked about, hey, this is your bread and butter is reports. If you're disturbing that, you've got, you as an account professional are gonna need to with something that you might have already known. Yeah.
Rachel Dauchy: Because it's really annoying when you're used to, just something being where you're used to it being and it's then you're clicking around going, oh, where is this thing?
It's just annoying.
Dan DeLong: Yeah. Yeah. And, that's especially if you're in front of your client and now you're fumbling looking for
Rachel Dauchy: looking for, yeah. That's the thing. It's very annoying, especially, yeah. You're trying to at least appear as a subject matter expert. [00:14:00] And then here I am saying, Intuit's always moving the stuff around and it just sounds like I'm making an excuse, yeah. It's really frustrating.
Dan DeLong: Part of, one of the. Gripes about the modern report is that all of the customization features were hunt and peck, right? Like you didn't have some of the more common ones, like the date and the the basis, right on the report itself. Yeah.
Finding Reports by QBO Version
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Dan DeLong: I'm here actually the before, before we dive in. Oh, there we go. Before we dive in, I wanted to show. On our conversion landing page which, which has the, differences between QuickBooks Online and QuickBooks Desktop. There is a tab down here that talks about, QBO reports by version, right?
So you can, oh, [00:15:00] click on this tab, based on by, category, the report name, and. What flavor of QuickBooks Online has it, a yes or no? So you can just scroll through and see those and see what if it's even in the version that that, you're looking for. So it's, one of those things that if you're it, if you're coming from QuickBooks online or desktop into QuickBooks Online you wanna make sure that those reports are available in the version.
And that you're
That
you're using, right? So that's one, thing. And then there's another one here, which is really good which is the QBO versus desktop reports, right? Does that report actually exist in QuickBooks Online versus, versus desktop? And then you can use in conjunction with each other to make [00:16:00] sure that.
The version that you're getting of QuickBooks Online supports the report right now.
Yep.
It doesn't necessarily mean that it's apples and apples when we're talking about the, report experience that you have in QuickBooks Online. But it is at least good to know that re that the core function of that report is.
In the version that you're going to now? Because this is I wouldn't say relatively new because 18 months is, quite a long time.
Canny Feedback Channel for Accountants
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Dan DeLong: But since this is something that they have a lot of resource sources around this channel that is specific for accountants for this report, and it's called canny.
And I'll put the link in the comments because it's, cool because it allows you [00:17:00] as a, as an accounting professional to upvote specific issues, right? If you see something that somebody else has already, notated you can put your voice behind it as well, rather than having two separate voices, and Intuit.
Can has pro and product developers actually respond to, to that feedback. So that's
Rachel Dauchy: wow. I know I can't get those people to respond to me.
Dan DeLong: And the challenge is, quick QuickBooks and Intuit is, has always wanted to. To learn about feedback. But the normal channel of the gear and give feedback or if you're on a specific screen and give feedback, that's all individual, right?
If you put in the same feedback that I do that now two data [00:18:00] points that someone or something, a con data analytics thing, trying to combine those into. Into a scope, right? Yeah. Of how many people are actually giving, providing feedback about this. But if you go into canny which there's three areas of, canny, oh, let me find it before
Rachel Dauchy: What, is it called?
Whatcha saying?
Dan DeLong: Canny. Can I got A-C-A-N-N-I-I, canny.
Rachel Dauchy: Oh, canny. Okay.
Dan DeLong: Yeah. That that Intuit's created. I'll have to find it and put it in the comments after. 'cause this course not,
Rachel Dauchy: I usually always tell people that, Intuit, go ahead and reach out to them, but if you really want help, get it through the school bookkeeping.
Dan DeLong: Let me see if it's. [00:19:00] Okay. Y yeah. I gotta, find that I should have been prepared, but I'll, follow up on that. In reports in general, your favorite was the profit and loss by so this is the first thing I wanna talk about.
Rachel Dauchy: Yeah. I'm just gonna put myself on mute for one second.
Dan DeLong: Okay.
Rachel Dauchy: Go. Keep going.
Modern Report Upgrades Dates and Persistence
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Dan DeLong: All right, so the first first big change in the, in the feedback channel is, this, stuff here at the top was not available on modern reports. So the ability to change change the dates, put in your custom dates, change your basis of the report and show columns was hidden in the [00:20:00] customized.
On the right side. So it's still that side if you want to. But these these are part of the classic reports that QuickBooks had readily available at, the top of the screen which may now it makes it available for you to, without diving into the. The, customization screen.
Yeah, so that's that's one thing. Let's see here. So there's also persisted customization. So filters like, date ranges display settings. All of your customizations will now stay intact if you drill into transactions and return. Turn back. Oh,
Rachel Dauchy: wait a minute. Because normally it doesn't do that.
Dan DeLong: [00:21:00] What's that?
Rachel Dauchy: Normally it'll, revert back to what it was. And it's super annoying. You're saying it'll save it.
Dan DeLong: Yes. It's it's supposed to save persistent, customizations now a fan of Right tool. Which yeah, typ typically when you drill in on a report, goes into another tab. So you don't necessarily have, you don't necessarily have those, problems with, that, yeah.
But
Rachel Dauchy: sometimes when I'm on my laptop, it won't open up another tab even in tool. So it'll goof it up that way.
Dan DeLong: Yeah.
Auto Refresh Reports
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Dan DeLong: So that was part of the challenge. If you, were looking at. A report and then went into an invoice from that report, which now takes the entire screen and then report, and then it close save it, it would go back to the report, but then [00:22:00] refresh it without, without keeping those date ranges and filters that you had already said.
Yeah,
Rachel Dauchy: and it's very annoying
Dan DeLong: and now it's supposed to do that.
Rachel Dauchy: Okay.
Dan DeLong: It's supposed to maintain the display settings of the customization. Okay. Although re refresh, is a new thing. So when you update a transaction and return to the report, it should refresh it automatically so you can see the latest data, which
Rachel Dauchy: Wow.
Dan DeLong: Which is, it's a, that's a what took you so long? Like thanks a lot.
Rachel Dauchy: So wait a second. I feel like I just saw that yesterday because I was like, wait a second. That updated.
Dan DeLong: Right.
Rachel Dauchy: Wow. Interesting. You know what also I wonder is and sorry, 'cause this is not a report thing, but will it just, but it's about auto refresh if I'm reconciling and then I, let's say I have to add an invoice or a [00:23:00] sales receipt 'cause I'm missing something.
If I go back to the reconciliation, will it auto refreshed too? So it'll be there.
Dan DeLong: I I don't think that, so I don't know if that is part of, it's not this thing. Yeah, normally what I do is refresh the page. Yeah, I
Rachel Dauchy: do too. But I'm wondering if the auto refresh expands to other things is what I was curious about.
But I don't know.
Dan DeLong: Knowing how siloed things are in the development space,
Rachel Dauchy: probably not.
Dan DeLong: My guess is no. But I'd be surprised and happily surprised if it actually did, get that way.
Rachel Dauchy: Yeah.
Simpler Customization Prompts
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Dan DeLong: Okay, so we got the, so the next thing is the simplified report customization. So they remove the save report prompt when you're making.
Changes. So you can simply [00:24:00] view or an the, data without time that you've changed something in the, customization would happen is it would come up and say, Hey, you wanna save this report?
How about now?
So you, if you browse away from the report, it will still remind you to, do that.
But because you do need to save the report in order to maintain any changes, the, especially if it's a customized or a custom report, right? Yeah, no need to take all of those things.
Handling Large Reports
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Dan DeLong: Now when you have a large report, in the past what, was happening is it would just come up blank.
Right? Which is dumb, right? Like it's so let me go into this this particular,
Rachel Dauchy: what do you mean by it would come up blank? Like when it would print or just when you were trying to view [00:25:00] it?
Dan DeLong: When you're just trying to view, if you were trying to view a a report, and, it was out.
And showing you nothing. Now, and the, challenge is it has to look at all those transactions and display them on the, screen. It would just get to a certain point and show up blank when you know that there was data there, right?
Yeah.
And it's just because you were, it was just, you, you were you, were, you had too much information on the screen. So now what is happening is when you do have a larger report, right? So this was the estimates versus actual by project report or the estimates and progress invoicing Summary by Project Report for Failure Company was, a, [00:26:00] it was coming up blank. So we had saved it to include a couple years worth of data. In, in reality you wanna make sure you have all, of your data. So all dates was actually preferred. So what happens when you are running a large report? So let me go into projects and we'll run.
I know a project. Project reports and we'll run estimates by actual, by project. Right now, by default, this is looking at last month, right? So if I wanna choose all dates, this is gonna take some time. And now what it, what will actually happen is it will continue to process the report even in the back.
Background, but you have to wait for [00:27:00] this, screen here because it's gonna get to a point and it's gonna say, Hey, there we go. Running this report is taking longer than usual. This report contains a lot of data, so running it will take longer than usual. Continue working in quick and we will let you know when the report is ready.
It also shows on your list of large reports under custom reports, so you can either continue to stay here and let it continue to run, or you can. Continue working, going somewhere else. So now this report is, or you could
Rachel Dauchy: export it into a different reporting app. Just kidding.
Dan DeLong: You could, but you gotta show it first.
So this estimates by actuals report, you can see is now on, this is the, in your some reports tab of, the, reports module. And it's showing us it's in process, in progress, right? And then if after it's done you can come back to custom reports and just run the [00:28:00] report again, and this actually shows this time.
So this is all dates estimates, actual by, project, right? So large report that continues to scroll for days, right?
Modern vs Classic View
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Dan DeLong: Now I also noticed this the other day, let's see here, under your three dot upper right looks like all reports can do have this option to switch back to classic report. Oh, so all reports are defaulting to the modern view. But if you go into. Anything. It's, here at the header, right? Once it shows up. Come on. Now[00:29:00]
Rachel Dauchy: I'm looking right now. I don't have three dots. Oh, wait. Yeah, I do.
Dan DeLong: You don't have three. Okay, so now this balance sheet is taking longer. So now we gotta wait for the balance sheet to show up. But typically any report once you're, in there you can switch to a classic view from those, three docs.
So let's go actually into,
Rachel Dauchy: you know what's really funny is I'm actually in a appliance right now and there's a stuck on classic view. It won't let me go to modern view.
Dan DeLong: Which report are you?
Rachel Dauchy: Just p and l.
Dan DeLong: Oh, this is v and l. That's odd that it's there now.
Rachel Dauchy: I know. Isn't that weird? It's stuck. It's like it flashes and then it go, I think it's my browser.
It's flashing and then it goes back to the classic.
Dan DeLong: Got it. Yeah. So
Rachel Dauchy: weird.
Dan DeLong: Yeah, you click [00:30:00] on that three at the header of the report and then you've got, you know that the, of course it's gonna warn you like, Hey, really wanna switch to classic, because one of the things that you won't get is all of the cool new AI functions, right?
So this,
Rachel Dauchy: right,
Dan DeLong: these five five insights that might be on this report that you wanna. See or asking a question about loss. Those are those, are also things that you need that were necessary in order to, to, to incorporate those features and functions inside of, quick X. All right.
So
Rachel Dauchy: you know what looks like that y this modern view also it, looked, because I can tell what's going on with mine. I just switched companies and now I'm back in my accountant suite. It's not working on mine either. I think you have to, if you're using Google Chrome, you have to use the [00:31:00] most recent version of Chrome.
'cause I think my Chrome is out of date. It won't show a modern view.
Dan DeLong: That's interesting.
Rachel Dauchy: Yeah. Because I'm trying to do it on mine even, and it's, I'm seeing it flash, but then it just reverts back.
Dan DeLong: Yeah. And in the past I had noticed a, marked performance improvement on on reports being run, assuming they weren't large.
But, if you were running or drilling in. Modern than, the classic view reports we've been wanting to work on. So faster access to the reports. That's good. Those are good.
Export to Excel Fixes
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Rachel Dauchy: I'll can I tell you my least favorite thing now and then maybe we can, will it into the universe? Okay. Okay. So this is one thing that I really wish that they [00:32:00] would fix is when I export to Excel. Which I do frequently. At the bottom it's got emer, the merged cell nonsense that I have to constantly go in and get rid of.
Why, do they do that?
Dan DeLong: It's just the footer. And, that
Rachel Dauchy: I know, but can we, just make, write something that says When you export it, take the footer out.
Dan DeLong: No, but you can remove the foot footer.
Rachel Dauchy: Oh, and then what? And then I think when you still export and you say, remove that footer, I think it's still there when you export.
Dan DeLong: Let's
Rachel Dauchy: just see. Unless it's not, I really wanna take out the header and the footer because I build a lot of pivot tables and so that drives me kooky to no end.
Calculated Fields Options
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Dan DeLong: Yeah, [00:33:00] and this is something that I just noticed was this calculated fields where you can add, remove custom calculated fields on this report. So
Rachel Dauchy: let's
Dan DeLong: just see.
Rachel Dauchy: Oh, okay.
Dan DeLong: I like that name. Oh, we can do it by, by column. And you can choose, you can do the by column or row and then you can have percentage, number, or currency listed.
Oh, wow. The field.
Okay.
And then of course, if you're using, if you're using advanced you're gonna have a little bit more customization options on all of your reports including, pivot pivot tables. But it depends on what report you're starting with. First you can't create a pivot.
Table for, for the profit and loss, but thanks here. So let me go back to what we were trying [00:34:00] to do here. So let me send to August to Excel
is, let's look at it. I remove the footer. Yes, I did. Where to go there?
Move it over here. Oops. I gotta go into the Sequoia. Yep. So here's the exported report and I scroll down to the bottom. I don't have a merged fill. Oh,
Rachel Dauchy: okay. Alright. I guess that's the key to do it.
Dan DeLong: Yeah, it's it's a, it's something that you're going to experience a couple times until you get used to it.
All right let's go into the next thing.
Scheduling Report Groups
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Dan DeLong: So faster access to the reports. Lemme go back here. Quick look. [00:35:00] Streamlining scheduled and schedules. Woo. That was a mouthful. Instead of scheduling individual reports at. One time you can now schedule and share entire groups of custom reports. And then you have the flexibility of exporting them as PDFs, Excel, or CSV, right?
When you're creating, let's see, let's, I'm trying to think of the best way to do that. That's under custom. I believe,
So we can create a schedule.
And then what do you wanna do with that report? You wanna schedule and send, and this is the report. [00:36:00] You can then choose your. Frequency of when that's gonna be, it's almost like a recurring transaction, but just for reports.
Rachel Dauchy: Yeah.
Dan DeLong: And that, you can send a company email, send it to whom, and then choose Port to show up.
Now whether it's a CSV or PDF or just an Excel Excel, attachment. So it makes it real easy to, to, choose those and schedule those reports automatically. And it can be dynamic. So it's can just be a, this is the profit and loss for last month. Always sent on the 10th of the month and it shows up.
Right.
Rachel Dauchy: That's pretty cool.
Dan DeLong: All right.
Aging Reports Drilldowns
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Dan DeLong: This next thing is smarter navigation and drill downs on the AP and AR aging [00:37:00] summary report. So we've always been able to drill down into the totals, but now, you, could also drill into the aging buckets giving you the deeper visibility into the overdue items. When you're drilling in on, the, Or what is overdue 31 to 60, the resulting report will actually be just filtered for that bucket. And it also, hide. Let's see here. Accounts with transactions. So sometimes important insights hide behind. So now you can drill into these accounts better to understand those finances.
There's improved scrolling, so you can scroll anywhere on the report page, not just within the table. That was a nuisance thing. I don't know if you had noticed that, but [00:38:00] when you're scrolling, it wouldn't scroll the table of the report itself. Oh yeah when you're on the page, it will scroll.
And then they made some gap, GAAP aligned account ordering. So that was a, miss or a fail, I think. Like the the general ledger report. Would show up in alphabetical order. So the accounts were grouped by the way, they alphabetically. So then you have, and now that drives
Rachel Dauchy: me insane.
I hate
Dan DeLong: that now. Now it's displayed in proper order, abilities, equity rather than alphabetically. So that was a. It's fine, thanks. Type of thing.
Wrap Up and Next Topic
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Dan DeLong: And then we talked about the report queue. So any [00:39:00] thoughts, of, what you've seen here? Rachel did you have any other, problems or comments of
Rachel Dauchy: no.
No.
Dan DeLong: You wanna chat about
Rachel Dauchy: No, I, think. It's when I am on a different version of Chrome that I seem to not have the problem with the modern reports. And when I'm in Safari, I think that's fine too. I think that my Chrome right now, like I'm having some issues with it, which is why it's not pulling it up.
But so I, but I definitely been in it and I've worked in the modern Reports and I like it. At first it was just like, wait, where do I find blah, blah, blah. But once you're used to it, it's fine. I don't have a problem with it.
Dan DeLong: Yeah it's definitely something that, you don't wanna hold on to classic view, because it is something that is necessary in order to take full advantage [00:40:00] of the ongoing, features and functionality of, where QuickBooks is going.
Need those you need those larger reports to be able to bring all on the screen. Or you need you don't wanna send them all to Excel, maybe be because there might be a feature or function in the report that you're not done with. Before you send it to Excel.
Right. Cool. Next time on the qb.
Where are we, what are we talking about? Next time we're gonna be talking about I, don't have the right. Thing up on my screen. We're gonna be talking about something, on the next workshop Wednesday. Inventory
Rachel Dauchy: enhancements.
Dan DeLong: Oh yeah, the changes to inventory enhancements. We'll be talk, we'll be talking about, I.
Item receipts sales orders [00:41:00] the inventory, add-on, all, that. We will, we'll be chatting about that next time on the workshop Wednesday. So looking forward to seeing you then. I hope you have a great week and we'll see you next time on the workshop Wednesday. [00:42:00]
