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Level 2

Discounts showing up as "Not Specified" on SALES BY PRODUCTSERVICE DETAIL report

On my SALES BY PRODUCT/SERVICE DETAIL report, I have some discounts showing up as "Not Specified." When I click through to each sales receipt, there is indeed a specified product showing up, but for some reason, the discount amount or percentage is showing as "Not Specified," and I do not know why or how to fix it.

Solved
Best answer 01-18-2019

Accepted Solutions
QuickBooks Team

Re: Discounts showing up as "Not Specified" on SALES BY PRODUCTSERVICE DETAIL report

Hello there, @chelsea340.

 

Allow me to join this thread and share some insights about the reporting function in QuickBooks.

 

A transaction falls under the Not Specified group when it's not set up into a particular filter. Which is also why the discounts are not showing on the Sales by Product/Detail report. Your request to specify the discounts is currently not available.

 

I hear you and realize the importance of the option to be available soon. Sending your feedback is a big help for our engineers to determine the features you want to be added to our product.

 

At this time, I'll do my part and raise this concern to our Product Developers. I advise you to do the same for this request to gather more votes. Just click the Gear icon and choose Feedback

 

You can also track your suggestion through this link: How do I submit feedback?

 

Let me know if there's anything else I can help you today. I'm willing to provide further help. Wishing you all the best!

View solution in original post

6 Comments
Moderator

Re: Discounts showing up as "Not Specified" on SALES BY PRODUCTSERVICE DETAIL report

This is what I know why there are Not Specified items in the Sales by Product/Service Detail report, Chelsea.

 

Not Specified shows in the report if there are line items that don't have PRODUCT/SERVICE. These items usually come from discounts and billable expenses (Markups, and Categories).

 

Here's how you can review the details:

  1. Open the Sales by Product/Service Detail report.
  2. Click the invoice under the Not Specified items.
  3. In the Invoice window, click 1 linked transaction under the customer name.
  4. Select the Billable expense.
  5. In the Billable Expense window, click the Check or Expense hyperlink.

From there, you'll be able to determine on how you can correct them. It's also best to reach out to your accountant because they know what's best for you and your books.

 

Let me know if you need anything else. I'll be around to further assist you.

Level 2

Re: Discounts showing up as "Not Specified" on SALES BY PRODUCTSERVICE DETAIL report

Hi James,

 

Thank you for your quick reply. All the sales receipts that are showing up as "Not Specified" are the sales that have a discount associated with them. The sold product on the receipt is specified, but the discount doesn't appear to be specified. The discount is not set up as a line item, but is applied via the Discount Value/Discount Percentage box. I am not sure how to specific the discount so that it is classified correctly.

 

Thanks,

Chelsea

Moderator

Re: Discounts showing up as "Not Specified" on SALES BY PRODUCTSERVICE DETAIL report

Thanks for getting back to me, Chelsea.

 

Since the Discount is not set up as a line item, the system tags it as Not Specified automatically. We can pull up a separate Sales by Product/Service Detail report and filter it for the discount alone.

  1. Open another Sales by Product/Service Detail report.
  2. Click the Customize button and go to the Filter section.
  3. Enter Discount in the Memo field.
  4. Click Run report.

If you want to add the discount as a line item, we'll need to create a product/service item for it. 

  1. Click the Gear icon and select Products and Services.
  2. Click the New button and select Service or Non-inventory.
  3. Enter Discount in the Name field and go to the Sales information section.
  4. In the Income account field, enter the Discounts given account. You can also ask your accountant about this.
  5. Click Save and close.

When using this item on the future invoices, you'll need to enter negative amount. If you want to have the percentage discount, you might need to calculate it manually.

 

For the existing invoices, here's how you can add the discount item:

  1. Open the existing invoice.
  2. Add the Discount item as one of the invoice line items.
  3. Enter the negative amount.
  4. Go to the Discount value/percent field and remove the amount.
  5. Click Save and close.
  6. Choose Yes to confirm the action.

Let me know if you need more assistance with this.

Level 2

Re: Discounts showing up as "Not Specified" on SALES BY PRODUCTSERVICE DETAIL report

Hi James,

 

Thanks for the detailed response. That all makes sense. When I talked to my accountant and looked at my books, we decided not to add the discount as a line item with a negative amount, because then the sale and the discount weren't showing up on my books correctly. That is why we were using the Discount Value/Discount Percentage checkbox option.

 

What I am trying to figure out now is if there is some setting somewhere that allows me to specify the discount(s) so it doesn't show up on my Sales by Product/Detail Report as Not Specified. I'd prefer to see it there as Discount or something along those lines. That might not be possible though but perhaps you know a way.

 

Thanks for your help,

Chelsea

QuickBooks Team

Re: Discounts showing up as "Not Specified" on SALES BY PRODUCTSERVICE DETAIL report

Hello there, @chelsea340.

 

Allow me to join this thread and share some insights about the reporting function in QuickBooks.

 

A transaction falls under the Not Specified group when it's not set up into a particular filter. Which is also why the discounts are not showing on the Sales by Product/Detail report. Your request to specify the discounts is currently not available.

 

I hear you and realize the importance of the option to be available soon. Sending your feedback is a big help for our engineers to determine the features you want to be added to our product.

 

At this time, I'll do my part and raise this concern to our Product Developers. I advise you to do the same for this request to gather more votes. Just click the Gear icon and choose Feedback

 

You can also track your suggestion through this link: How do I submit feedback?

 

Let me know if there's anything else I can help you today. I'm willing to provide further help. Wishing you all the best!

View solution in original post

Level 2

Re: Discounts showing up as "Not Specified" on SALES BY PRODUCTSERVICE DETAIL report

Thank you for the response! I will submit that as a functionality request.

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