QuickBooks Accountant Feedback
Roadmap
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Bank Feed & Accounting Agent…
17
Modern View of Reports
27

Roadmap

Under Review

Issues with P&L by Class with Sub-classes
Modern View of Reports
Staff losing ability to run reports
Modern View of Reports
Why can't we sort modern reports by customer? I click into Undeposited funds on the BS, I used to be able to sort by customer and I used to be able to see who was the issue/outsanding. Now I have to download to excel to do the same thing. We need to be able to sort by customer in ALL reports and they ALL need to sort alphabetically.
Modern View of Reports
Financial Statement review
Modern View of Reports
Modern Version of Reports Not Matching Classic View - Classic is Correct
Modern View of Reports
Can't drill into reports
Modern View of Reports
Payroll Checks with identical amounts aren't matching
Bank Feed & Accounting Agent feedback
Add option to group by NONE on Modern reports, please
Modern View of Reports
AI suggesting a partial match
Bank Feed & Accounting Agent feedback
Sort by name on reports is gone
Modern View of Reports
Filter by Date in Customer Report doesn't return today's Created Date
Modern View of Reports
Please DO NOT default new features to ON before we have a chance to talk with our clients
Bank Feed & Accounting Agent feedback
New Report Center Page Design
Modern View of Reports
Transaction list report has double negatives for subtracted line items, making them positive
Modern View of Reports
Pairs are being missed, so transfers are getting categorized as expenses
Bank Feed & Accounting Agent feedback
P&L Classic by Class changes when switched to Modern
Modern View of Reports
Hide Header and subtotal columns
Modern View of Reports
Sharable Custom URLs for Modern Reports (like Classic Reports)
Modern View of Reports
Accounts Payable by Class Report
Modern View of Reports

Planned

Fewer clicks to apply basic customization like display financial reports by months
Modern View of Reports
3 More Modern Reports Issues
Modern View of Reports
Being able to find things on reports with Cmd+F or Ctrl+F
Modern View of Reports
It is possible for the Bank Feed Posted Tab to include a column for Class?
Bank Feed & Accounting Agent feedback
Post link can't be seen on small monitors
Bank Feed & Accounting Agent feedback
Additional accounts appear on modern reports financials which are not relevant to the business sometimes
Modern View of Reports
Account order on GL reports doesn't match between Classic and Modern reports
Modern View of Reports
Page level scroll on Modern reports
Modern View of Reports
Posting dates don’t stick in Modern Reports
Modern View of Reports
Columns Truncate
Modern View of Reports
Scheduling modern report groups
Modern View of Reports
Modern View
Modern View of Reports
Performance Issues with New AI
Bank Feed & Accounting Agent feedback
Match to check doesn't import check image
Bank Feed & Accounting Agent feedback
UI / UX Suggestions
Modern View of Reports
Bank cards display the number of new replies to the requests for information
Bank Feed & Accounting Agent feedback
Group transactions by status of the requests for information
Bank Feed & Accounting Agent feedback
Reorder transaction columns
Bank Feed & Accounting Agent feedback
Sort transactions by status of the requests for information
Bank Feed & Accounting Agent feedback
Custom Report and Advisory Services
Modern View of Reports

Released

Most Matches No Longer Auto-Populate
Bank Feed & Accounting Agent feedback
Drag and drop attachments into the transaction list
Bank Feed & Accounting Agent feedback
Modern Report Refresh Issues
Modern View of Reports
Bank feed width
Bank Feed & Accounting Agent feedback
Modern View prompts me to save report every time
Modern View of Reports
Drill down on zero balance accounts
Modern View of Reports
Favouriting Modern reports
Modern View of Reports
Export to GSheets with Modern Reports
Modern View of Reports
Hold your spot in the Bank Register
Bank Feed & Accounting Agent feedback
Accountant tools removed new window
Bank Feed & Accounting Agent feedback
Number of potential matches isn't accurate
Bank Feed & Accounting Agent feedback
On the new bank feed screen, I am only able to see four (4) transactions at a time without scrolling. Is there a solution?
Bank Feed & Accounting Agent feedback
Reorder bank and credit card accounts
Bank Feed & Accounting Agent feedback
Additional formats for scheduled reports
Modern View of Reports
Drilldown on AR/AP Summary Report Totals
Modern View of Reports
Transactions under review - cannot bypass
Bank Feed & Accounting Agent feedback
Reviewed transactions are highlighted
Bank Feed & Accounting Agent feedback
Categorization history button in the expanded transaction view
Bank Feed & Accounting Agent feedback
Additional fields are available in the expanded transaction view
Bank Feed & Accounting Agent feedback
The transaction table header is always viewable
Bank Feed & Accounting Agent feedback
The transaction list max increased to 300 per page
Bank Feed & Accounting Agent feedback
The transaction list is easier to scan
Bank Feed & Accounting Agent feedback
Matches are green
Bank Feed & Accounting Agent feedback
Reports are not sharing at all
Modern View of Reports
Trial Balance Report is scrambled
Modern View of Reports