When I run our Sales report, I see a large amount of sales under "non specified". How can I determine which services are being recorded as "non specified" sales?

Hi stationhillmarin,

Thanks for joining us! With QuickBooks Online, you can easily access various financial reports to view important information about your business. Knowing how to analyze each of these reports is essential to obtain specific details about your company. I'll be happy to assist you with this.

After running a report in QuickBooks Online, you can select a desired Amount in that report to analyze it further. Selecting the amount under "non-specified sales" in your sales report will open up an extension report where you'd be able to view the transaction types, customers, and other details associated with that amount. You can also select the Transaction type in that new report to open up your transaction and edit it if needed. If you're unable to select an amount or transaction type in the Sales report, it could be due to a browser issue. Temporary internet files that accumulate in your browser can sometimes cause bugs in the software. To ensure your app or browser is running the program as designed, I recommend following the troubleshooting steps in this article: Clear cache and cookies to fix issues when using QuickBooks Online

In case you're still having trouble selecting a transaction type or amount, please reach out to our tech support team so we can investigate this further. Here's how to get in touch.

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Have a great weekend!

I can see the transactions and most of them appear to be credits for returned merchandise and payments from 2020.

How do I clear these

Hello roxy6,

I'm glad to see you've narrowed down the transactions that are throwing things off in your QuickBooks Online account, and now it's just a matter of dealing with them. I want to make sure you have the best direction for this so that you don't negatively impact your books since these transactions are from 2020.

Since the transactions are from last year and you may have had many since, the best way to find out how to resolve these credits and any related payments or other transactions is to connect with an accountant. There may need to be some sort of adjustment entry made depending on the state of your books, and it'll be helpful to have them go through your data so they can see how any changes will impact prior data as well as current data.

The My Accountant tab in QuickBooks Online is up for the job. The tab gives you a field where you can invite your accountant as a user to your books, which gives them the chance and tools needed to make changes to your books. If you don't have an accountant, don't worry! That's where the Find a pro to help button comes in. This links to our directory of QuickBooks-certified accountants near you that can lend a hand.

I wish the best for you and your business! Enjoy the rest of your day.