RIP Classic Reports, Long Live Modern (with Hector Garcia)
QuickBooks Online is retiring Classic Reports on May 22nd, and Hector Garcia is back to make sure Intuit is listening. He crowd-sourced a massive feedback thread from the accounting community and walks Alicia through what's still broken in Modern Reports — from PDF formatting and Excel export issues to drill-down behavior, column sorting, and features gated behind the Advanced SKU. Both hosts are rooting for Modern Reports to succeed, and this episode is their detailed, direct message to Intuit on what needs to get done before the deadline hits.
LINKS
Sponsors:
Fishbowl - http://uqb.promo/fishbowl
Fishbowl - http://uqb.promo/fishbowl
- (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
- (00:31) - Classic reports sunset
- (02:18) - Community feedback roundup
- (04:41) - Canny board and priorities
- (06:17) - PDF header order debate
- (09:54) - Shading and subtotal lines
- (14:46) - Advanced only report features
- (20:56) - Comparative columns control
- (22:34) - Excel export pain points
- (26:46) - Big data export limits
- (30:01) - UI UX drilldown quirks
- (34:42) - Bookmarking report URLs
- (37:02) - Fonts zoom and columns
- (39:09) - Scrolling and laptop reality
- (41:17) - Better Monitor Setup
- (41:59) - Default Columns Chaos
- (44:11) - Drilldown Workflow Fixes
- (48:29) - Missing Report Toggles
- (50:08) - Sorting and Grouping Bugs
- (54:01) - Reports We Still Need
- (56:24) - Transaction Totals Polarity
- (58:34) - May 22 Survival Plan
- (01:07:53) - Right Tool and Enterprise Suite
- (01:09:31) - Reframe Event and AI Reality
- (01:13:30) - Dates and Practical Takeaways
- (01:14:57) - Wrap Up and Next Steps
LINKS
- 4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=5393907
- 5/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=5393907
- 5/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=5393907
- 5/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907
- 6/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=5393907
- 6/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907
Hector's
RightTool.app best add-on for QuickBooks Online via a Chrome Extension, designed by Hector Garcia
(Use code ROYALWISE for a discount when you upgrade to PRO)
ReframeAccounting.com REFRAME 2026: Innovate Advisory (IA); flipping the AI narrative… join us in November 5-7, 2026 in Miami for the best event you will ever attend
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Host
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.