Podcast Episode Overview
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.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Hector Garcia, CPA
Sponsors
Podcast Highlights
(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
(19:24) – Comparative columns control
(21:02) – Excel export pain points
(25:14) – Big data export limits
(28:29) – UI UX drilldown quirks
(33:10) – Bookmarking report URLs
(35:30) – Fonts zoom and columns
(37:37) – Scrolling and laptop reality
(39:45) – Better Monitor Setup
(40:27) – Default Columns Chaos
(42:39) – Drilldown Workflow Fixes
(46:57) – Missing Report Toggles
(48:36) – Sorting and Grouping Bugs
(52:29) – Reports We Still Need
(54:52) – Transaction Totals Polarity
(57:02) – May 22 Survival Plan
(01:06:21) – Right Tool and Enterprise Suite
(01:07:59) – Reframe Event and AI Reality
(01:11:58) – Dates and Practical Takeaways
(01:13:25) – 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
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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
