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Level 1

Quick report class error

I am running a quick report for a credit card account. When I group by class, every transaction is under "Not Specified" even though every one of them should have a class.

 

Any idea what's going on here?

3 Comments
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QuickBooks Team

Quick report class error

Hey there, Qlmmy.

 

Thanks for reaching out to the Community regarding the transactions showing as Not Specified. I’m here to ensure you’re able to run the quick report for credit cards with the correct information.

 

To resolve the issue, make sure to select One to entire transaction when tracking classes. The setup affects how the transactions are displayed in the report.

Here’s how:

  1. Go to the Gear icon at the top.
  2. Select Account and Settings.
  3. Click on the Advanced tab on the left panel.
  4. Then click on the Pencil icon for Categories.
  5. Under Assign classes, make sure that One to entire transaction is selected.

If the setup is correct, I recommend you get in touch with our QuickBooks Online Customer Care Team. They have the tools to check the transactions while maintaining the safety of your account.

 

By giving them a call, I’m confident you’ll get back to business in no time. I want to ensure you're updated with the latest news and features about the product, so I'm including a link to our QuickBooks Blog website: https://quickbooks.intuit.com/blog/. 

 

Let me know if you have additional questions about QBO. I'm always ready to help. Wishing you continued success.

 

Highlighted
Level 1

Quick report class error

Your suggestion made no discernable difference. What is that option supposed to do anyway? I can still assign a class to each row. In the quick report, the class column is still empty for an expense I made after that change.

 

I made a call into support this morning. Apparently, this is a known issue and I got no solution, only a case number.

 

 

Highlighted
Moderator

Quick report class error

Hello, @Qlmmy.

 

Allow me to take over for a moment. I'm here to share some update about the issue you're getting when running a report and grouping it by class in QuickBooks Online (QBO).

 

This has been reported as an ongoing issue with QBO and our product developers are still working to fix this as soon as possible. I tried to check with our Support Team to see if there are any updates with this issue and there are no updates yet.

 

Since you already contacted them, rest assured that you'll receive an email notification once an update is available. I'll also update this post as soon as I get a message from them that this has been fixed.

 

Thank you for your patience while we work to resolve this issue for you. Don't hesitate to leave comment below if you have additional questions. I'm always here to answer them.

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