Other questions
The Sales Order Reports is currently in beta and I agree that it won't route you to the sales order page, Big. To do the edits, please go to the Sales tab and here's how:
- Go to the Sales section on the left sidebar.
- Select All Sales or navigate to the Sales Orders tab.
- Find and click on the order you’d like to edit.
Once done with the changes, click the Edit dropdown to Convert to Invoice, then refer to this article for the next steps: Create invoices in QuickBooks Online.
Moreover, to enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These financial professionals specialize in streamlining the reclassification process and providing guidance to keep your books accurate.
Furthermore, I'll add these articles to guide you when you're about to manage your payments and deposits:
If you need further assistance managing your sales transactions, please don't hesitate to reach out again. We're always here to help. Have a nice day.
