Paychecks Showing as Not Specified on Profit & Loss by Customer, Despite Having Customers Assigned on Timecards

Hi, mmoore25.

I appreciate you for contacting our phone team to fix the issue you encountered.

Another possibility why the transactions show as not specified on the report is the Class option. You may have turned on the Class tracking option and weren't able to add one on the in-question entries. To verify this, let's reopen the report.

Here's how:

1. From the Reports tab, select Reports.
2. Enter and select Profit and Loss by Customer.
3. Locate the entries manually.
4. On the Transaction Report page, select the paychecks.
5. Enter a CLASS.
6. Click Save and close.

If the same issue persists, I suggest reaching out to our phone experts again so we can create another urgent investigation about this matter.

Moreover, you can check this article if you want to add and remove some data on the report: Customize reports in QuickBooks Online.

You can always post in the forum whenever you have concerns about running reports.

We have class tracking turned off in our Payroll Settings. It does not even show an option to add a Class when I open the paychecks, and I would assume that is because it is not turned on. There is already a case/investigation open, and we have not heard anything back about it in over a week. Again, I have been told my multiple agents that this is (and has been for months) a known issue. I am looking for a workaround or fix in the hopes we don't have to change accounting systems again, but not very hopeful at this point.

I will note that Track classes is turned on in our non-payroll settings, and class does show on our weekly timesheets, but each and every time entry already has a class selected. It's also frustrating that when you open a paycheck none of that breakdown from the timesheets displays, like it's completely disconnected from the time data.

I understand the frustration and challenges you're facing with the issue, @mmoore25.

Currently, there is no concrete documented workaround available to fix the problem. However, our team is actively working on resolving this issue, and they will notify you by email as soon as a solution is implemented. If you would like to stay updated on the progress of the investigation, you can still reach out to the support team and inquire about any updates.

In the meantime, as a temporary workaround, you can export your Profit and Loss report and manually edit it in an Excel file. This will allow you to continue with your business tasks while we work towards a permanent resolution.

Additionally, I recommend exploring this link that provides a collection of informative articles on managing your reports in your QuickBooks account: Help Articles for Reports in QuickBooks Online.

We appreciate your patience and understanding as we work towards finding a solution. Feel free to reach out to me anytime you require assistance.

We have the same issue. We have entered the timecards, allocating to customers and jobs, in the same way as in the past but our last 2 payrolls have posted entirely to "Not Specified". We have "Class" turned off.

The only other thing we have done in the payroll area is to run the "Update Transactions" routine at the bottom of the Payroll Settings page. This was run to go back and reallocate some of the payroll transactions - 2 new employees had been added and their payroll costs were going to the QB default, which we changed to the account we use, and then ran the reallocation routine, which appeared to work properly.

We finally just gave up and went back to Quickbooks Desktop. Being able to run accurate job cost reports as a construction company is critical, and QBO had way too many flaws, did not let us control our all of our data directly, and on this specific issue, they sent it to development and we have gotten no solution for at least 6 months, which is unacceptable.

Are there any updates on this? I am having the same issue!! All of our hours are put into Quickbooks Time with a customer, then exported into QBO. Payroll is run as normal, but the last two payrolls have only a few employees wages going into the Not Specified column. 

Also had this issue in November 2023, where every single employee's wages were put under Not Specified. After 8+ hours on the phone with customer service, we gave up and completed a Journal Entry to route each employees wages to the 2-3 different customers they had worked for during that payroll period. 

It is very crucial to our construction business to have all of the wages under the correct customer. Please let me know if there are any updates or workarounds!

Thanks for getting involved with this thread, accountingonu.

To verify my understanding, are you in Canada?

If you are, there's an ongoing investigation about Profit and Loss by Customer reports showing "Not Specified". You can get in touch with our Canadian Customer Care team and reference the investigation's case number (INV-95810) to discuss it with them and be added as an affected user. This ensures you'll receive email notifications about any updates relating to it.

In the event you're located in the United States, there's currently no investigation about this topic. You can get in touch with our Customer Care team to research and troubleshoot the situation further. If they're unable to resolve or explain why it's doing this, they'll be able to create an investigation ticket if it appears to be a bug in our platform. This will enable Intuit's Product Investigations team to look further into the cause of your report showing paychecks as "Not Specified".

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
   
    
4. Select Start messaging or Get a call.
   
   

Be sure to review their support hours so you'll know when agents are available.

I'll be here to help if there's any additional questions. Have an awesome Tuesday!

Hi ZackE, 

Thank you for the response! Definitely seems to be some sort of bug, on the last payroll it seems this only affected salary people. 

No, I am in the United States. I have called customer service about 10+ times about the issue. On Tuesday (2/13/24) a rep let me know there is an investigation open for in under INV-98031. Is this the correct investigation for this issue? Also, are there any updates on it? 

Good afternoon accountingonu,

Yes, I was able to check the investigation and the status is still in progress.  I will continue to monitor this and update the thread as soon as possible. Thank you for your patience, 

I am located in the United States & am having the same issue. Any salaried employess wages are going to the "not specified" category, instead of where the customer or project that was entered. This is one of the main reasons my company uses quickbooks. If i have to go back & verify all the time was assigned to the correct project regardless if it was entered correctly will be a massive waste of time & resources. 

Welcome to Community space, @Mr_wright4. Let me direct you to our experts to assist you with entering the wages of salaried employees to the correct customer or project.

When there is no assigned customer for a transaction, you will see a Not Specified in the reports. You can update each transaction to make sure a customer is associated with it to fix this.

Please know the investigation mentioned above for the US is already closed. Since your employees' wages are recorded under the not specified category, I recommend contacting our Support Team for further assistance. I'll show you how:

1. Go to the Help icon and choose Search.
2. Select the Contact Us button and enter your concern.
3. Press Continue.

To ensure you can reach us promptly, check our operating hours here: Contact Payroll Support. It includes multiple ways to reach us.

In the meantime, you can edit the paycheck on the Enter hours screen instead of the Preview page. See this guide for more info: Run payroll reports.

If you have other QuickBooks concerns or questions about running reports, add them below. I'm more than happy to lend a helping hand.