Can I search for all sales transactions (sales receipts and invoices) that do not have a class

Thanks for posting in the Community, @deejayef. 

In  QuickBooks Online, you have a couple of options to search for sales receipts and invoices that do not have a class assigned. You can either manually search for them or run a report without a class filter. Here's how you can proceed with each option:

• Manual Search:

  1. Log in to your QuickBooks Online.
  2. Navigate to the Sales menu and select All Sales. 
  3. Then search for the transactions under the Type dropdown.

• Running Reports without Class Filter:

  1. Log in to your QuickBooks Online.
  2. Go to the Reports menu.
  3. Select the Standard tab.
  4. Under the Sales and Customers section, explore different reports that might be relevant to your needs, such as Sales by Customer Detail, Sales by Product/Service Detail, or Sales by Invoice Detail.
  5. Run the desired report by clicking on it.
  6. Review the report results, and you should see sales receipts and invoices without a class assigned since these reports typically do not include a class filter by default.

To further assist about Running a report in QuickBooks Online you an check this article.
 

If you also want to customise a report you can check this article for more information.
 

Thank you for your prompt response!

Unfortunately, I didn't express myself clearly.

I'm looking to identify all sales transactions that have not been assigned a class. The only way I have been able to achieve this is by running a P&L report by class and clicking on the individual transactions in the "not specified" column and then assign a class to the transaction. Searching by type doesn't do it

Thank you for clarifying your concern, Deejayef. I recognize how important it is for you to use QuickBooks Online (QBO) with ease and run reports according to your preferences.

Although searching by type isn't available in QBO, I'm happy to guide you on how to pull up a report that shows all sales transactions without a class assigned.

Here are the steps to follow:

1. Go to the Reports menu on the left panel.
2. This will open a page that lists all reports available in QBO.
3. Choose the Standard tab and scroll to the Sales and Customers section
4. From there, double-click on Sales by Customer Detail.   
    
5. Click  Columns, select Class.
6. On the Filter menu, choose Class.
7. Select "is empty" under operation.
8. Click Run Report.   

If you want to learn more about how to customize a report, you can refer to this article: Customise Reports in QuickBooks Online.

Additionally, you may also read this reference to save the customization on a custom report and preserve the changes made: Memorise reports in QuickBooks Online.

If you have any questions or need additional support regarding QuickBooks, apart from running a report, please feel free to contact me anytime. I am always here to assist and ensure that all your concerns are addressed promptly and effectively.

Thanks for this response Jorgette G. I can't use the filter to identify those transactions without a class assigned. All the options are "greyed out". Does that mean I need to upgrade my version of QB?

Hi deejayef,

Hope you're doing well! Please allow me to join the thread and share with you some information about searching transactions that do not have an assigned class.

Class tracking feature is available in QuickBooks Online Plus and Advanced only. You can view your current QBO plan by going to the Gear icon and select Subscriptions and Billing. Aside from running Sales by Customer Detail report, you may also try to run Sales by Class Detail report.

Let me know if you have any other questions, we're here to help you. Have a great day! 

I'm subscribed to QB Plus. There's no "online" in the title of the subscription. I still can't use the filters. I attach a screenshot of the page. When I hover over the filters I get a no entry sign appear.

Hello deejayef,

Thanks for getting back to us. Can I ask how do you access your QuickBooks account? Do you log in using a web browser and go to qbo.intuit.com or do you click a QuickBooks Icon to access your file?

To run the report by Sales by Customer Detail:

1. Click on the Reports tab.
2. On the search bar type in Sales by Customer Detail.
3. Click on Switch to classic and then select a Report period.
4. Click on Customise to add Rows/Columns and Filters.
5. Under Filters select Class to show classes used in the transactions.
6. Click on Run report.

That's it. You've now run a report showing the class used in your sales transactions.

Send a reply if you require more information about running the report. I'll be around to help you.