Other questions
I know how it feels not being able to fully utilize a report's functions just like the others, Big. I agree that fully operational reports are crucial for efficient business management. I'll provide more insights on this below.
Currently, the Open Sales Order by Customer and Open Sales Order by Item reports in QuickBooks Online (QBO) are in their Beta phase, which is why you cannot open transactions directly from the report.
This stage involves a select group of users and allows us to test features, gather feedback, and solve any problems. This way, we can ensure the functionality meets user needs before a full release.
In the meantime, please refer to the instructions previously given by my colleague to make temporary edits to your sales order. You can refer to this article for a detailed guide: Create and manage sales orders in QuickBooks Online.
Additionally, I'll also include these guidelines to assist you with future tasks:
- Set report preferences
- Save a customized report in QuickBooks Online
- Create, access, and modify memorized reports
We appreciate your patience and input as we work to improve this aspect of our service. As always, you can visit our Community Forum for more questions or queries about editing your reports in QuickBooks. You can tag us along with your post or circle us back by clicking the Reply button below, and I will be here to offer assistance.
