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books6
Level 2

Can I create a Profit and Loss report filtering only transactions that have not been assigned a Class?

I need an easy way to find all transactions in my company that have not been assigned a Class. What is the best way to do that? I think it would be to create a P
2 Comments 2
MaryLurleenM
Moderator

Can I create a Profit and Loss report filtering only transactions that have not been assigned a Class?

Hello there, books6,

 

You can run the Profit and Loss report and filter it to transactions with no classes. Here's how:

  1. Open the P&L report.
  2. Select Classes from the Display columns by dropdown.
  3. Click on the amounts under the NOT SPECIFIED column.
  4. Open the transactions one by one to add class.

If you need more help customizing your Profit and Loss report, please check this article for a guide: Customize reports in QuickBooks Online.

 

You can always leave a reply if you have other questions.

MaryLurleenM
Moderator

Can I create a Profit and Loss report filtering only transactions that have not been assigned a Class?

Hi books6,


Hope you’re doing great. I wanted to see how everything is going about the customize report you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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