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T
TaylorHeating
June 5, 2024
Question

Open Items Report

  • June 5, 2024
  • 1 reply
  • 0 views

1. Invoice is created

2. Payment is taken via an outside system

3. Create Open Items Report (preferably Old Version)

4. Click on the unpaid invoice, click a few times to receive payment

5. Apply the payment to the invoice

6. Click twice to save the information and exit the invoice.

After all of these clicks, I am now taken back to the main screen, where I need to re-create the report.

So much time lost in this process!

1 reply

G
GebelAlainaM
June 5, 2024

Hello there, Taylor.

 

I appreciate the effort you've made to pull up the report. Let me share some updates about the report system in QuickBooks Online (QBO).

 

It seems like you're using the modern view report. Please be aware that QBO is moving from Classic View to Modern View. 

 

We gradually made Modern View available for all Standard Reports and removed Classic View, which means that users are unable to switch between the two views.

 

With this, I suggest sending feedback about the new interface and process so they can review your suggestions and may include the feature enhancement in the following updates. Any suggestions will be highly appreciated.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then, click Next to submit feedback.

 

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

 

I'm leaving these articles for future reference in managing reports using the Modern view:

 

 

If you need future reference in exporting reports, check out this article: Export your reports to Excel from QuickBooks Online.

 

Please tag me in this post if you have follow-up concerns about managing invoices and reports in QuickBooks. I'm always here to help you.

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