Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
fortunelending01
Level 1

Expenses being categorized as "Not Specified"

Why are some expenses categorized as "Not Specified"? When reviewing my expense reports, some expenses, checks written, have been placed in an expense bucket categorized as "Not Specified". When clicking on the Not Specified expenses it reflects several checks that were written from January 2022 thru current date. I have used QB's for 10+ years, and have not changed anything regarding how I enter the information when writing checks. Also, I could write 10 checks today, all for the same expense type, and all to 10 different people/vendors, 9 would be categorized correctly, and one would be placed under "Not Specified". 1) Can anyone tell me what I am doing to cause this. 2) How do I insure the expenses that are in the Not Specified bucket, are edited to insure they are expensed accurately?

Thank you

1 Comment 1
CharleneMaeF
QuickBooks Team

Expenses being categorized as "Not Specified"

Let's review your expenses and ensure they won't show as Not Specified, fortunelending01.

 

The report may show a non-specified transaction if you have created expenses without a payee. To rectify this, you can open them and enter a vendor.

 

Here's how:

  1. Go to Business overview, then select Reports, or go to Reports.
  2. Type in the report's name in the search field.
  3. Select Customize to personalize the report.
  4. Click on the dollar amount in the Not Specified section.
  5. Then, open each transaction and enter a payee.
  6. Once done, click on Save and close.

 

After following these steps, the Not Specified section won't show up in the report.

 

Additionally, I've added an article that'll guide you in saving your reports' current customized settings. This helps you easily access them in the future: Memorize Reports in QuickBooks Online.

 

Also, may I know the specific report you're using to review your transactions? Any additional info would help me to further investigate this.

 

Please ping me if you need more assistance in running reports. I'm always here to help you out. Keep safe!

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us