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Ryan2461
Level 1

Is there a way to filter out ONE class in reports w/o excluding ALL "Not Specified" transactions?

 I don't get why you can't check Not Specified AND the Classes you want. This is a basic feature in Xero and every other bookkeeping platform I've ever used.
1 Comment 1
Jelayca V
QuickBooks Team

Is there a way to filter out ONE class in reports w/o excluding ALL "Not Specified" transactions?

I understand the importance of filtering classes in QuickBooks Online (QBO), Ryan. 

 

When you need to filter one specific class in reports in QuickBooks Online (QBO), you can do so by customizing the report and selecting the desired class in the Filter section. However, please note that when you choose a specific class to filter in reports, the Not Specified transactions will not be shown, as only the transactions assigned to that particular class will be displayed. 

 

As a workaround for this, you can export your report to Excel so that in there you can filter the data according to your preference

 

We recognize the importance of this feature in simplifying your reporting processes and ensuring accurate data representation. Your suggestion is in line with our commitment to improving user experience and enhancing functionality within the platform. 

 

To add this feature to the program, I recommend sending your valuable feedback to our product developers. This will help us enhance our services and further improve your experience with QBO. To submit your request, follow the steps below.

 

  1. Select Settings, then click Feedback.
  2. Enter your comments or product suggestions. 
  3. Hit Next to submit Feedback.

 

We value your input and it is shared with our Product Development team to help improve your experience in QBO. To track your feature requests, you can visit the QuickBooks Online Feature Requests website.

 

Additionally, you can check this article to know how memorizing a report allows you to save it with its current customization settings in QBO: Memorize reports in QuickBooks Online

 

 Feel free to reach out to us if you have further questions about reports in QBO. The Community is always available to help. Best regards. 

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