HELP - All Class Expenses showing under Unspecified when running report!

Thank you for reaching out to us and sharing a screenshot of your concern, @MPP_Rentals.

May I know the type of report you're using to review your transactions? Any further info would help me in providing the right steps to address the issue. 

In case you're running the Profit and Loss by Class report, let's make sure that the class is filtered to (Select all). This way, it wouldn't show the Not Specified transactions.

Here's how:

1. Go to Reports and open the Profit and Loss by Class report.
2. Click Customize, then check the (Select all) box under the Filter drop-down list.
3. Select Run report.

If the report is still showing the unspecified transactions, let's run some basic troubleshooting steps to fix the issue. 

Sometimes too much cache build-up in a browser can cause unexpected behavior with the product. This can be the reason why your filters aren't working. 

To view the correct data, open your account using a private window. This won't save any search histories in your web browser and would help us in isolating the issue. You can access this by pressing the following keys:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

If you're able to alter your preferences, go back to your regular browser and clear its cache in your web browser or try using a different supported browser. It could be a temporary issue with QuickBooks and the current browser that you use.

Additionally, here are some articles that will help you in managing your reports in QuickBooks Online (QBO): 

• How to memorize reports in QBO.
• How to customize reports in QuickBooks. 

If there's anything else I can do for you, please let me know and I'll be there to help. Have a beautiful day!

Hi Customer, @MPP_Rentals.

Hope you’re doing great. I wanted to see how everything is going about the expense report concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

I am having the same issue, I am pulling the balance sheet and displaying columns by class. Expenses shows in the unspecified but when I go into them the are assigned a class. I have tried a new browser and it didn't work.

I am having the same issue when pulling the balance sheet. when I click on the expenses it shows its class but on the report it is listed unspecified. I tried a new browser and it did not work.

Allow me to step in for a moment and share additional information about the Non-specified transactions, ngpllc.

The amounts you see in the Unspecified column are those line items or transactions which doesn't have class or payee assignments.

You can verify which items are unassigned by drilling down the report. To do that, click on the unspecified amounts to open the Transaction Report. Next, click the Amount column of the Bill then assign the customer name.

I suggest visiting this website: Transactions Under Not Specified Category. This link provides you more information about the difference between classes and locations and how they affect the transactions on the reports. 

You can also visit this link: Run Reports. In this article, you'll find steps on how to run, customize, print, email, and export reports. 

I'll be right here to help if you need anything else. Have a good day, ngpllc.

See this is in unspecified and it has a payee and class.

Hello again, @ngpllc.

I appreciate you getting back confirming and providing a screenshot.

Since the transaction is associated with a Class and Payee, let's isolate the issue by checking if all the line items for the expense transactions are with a class. That could be the reason why the report shows as unspecified.

To know about running the Balance Sheet report by class or location, see this article: Run a balance sheet by class or location.

Please let me know how it goes by leaving a comment below. I'm just a post away should you need further help. Have a good one.

Hi, 

I'm also having the same issue. 

I have followed your instructions to isolate the issue and still no solution. I am still showing 'unspecified' for reports. 

Please advise. 

Thank you.

Thanks for keeping us updated, Orion90.

I can share another set of troubleshooting steps that can help fix this issue.

There are times that accumulated cache in the browser becomes corrupted causing unusual behaviors in the reports. To rule this out, you can open your financial reports in a private window. You may use these shortcut keys:

• Ctrl + Shift + N for Google Chrome
• Ctrl + Shift + P for Firefox & Microsoft Edge
• Command + Shift + N for Safari

If you're now able to see the classes, close the incognito window and then go back to your regular browser. Next, clear its cache to improve your browsing experience. You may also use other supported browsers as an alternative.

Lastly, I've included an article that will help you add, delete, or restore a class in QuickBooks Online: Create and manage classes.

Drop me a comment below if you need more help in running your other reports. Stay safe and have a great rest of the day.

I am also having the same problem. When I run a balance sheet report by class, I have "not specified" even though all my transactions have a class. Even more interesting is that when I try to see which transactions QBO thinks are unclassified, it brings up all the transactions for the month. If I run the balance sheet for two months, it shows the SAME amount in "not specified" and then clicking on that line item brings up all the transactions for those two months. I've tried clearing the cache or using a different browser but still have the same issue.

Hello, D-at-LL.

The uncategorized transactions are one of the reasons why some payments will show as Not specified on the report, like Balance Sheet.

We'll have to open the payment and make sure that you've entered a CLASS on the linked transaction of the payment. I'll show you how:

1. In the Balance Sheet report, click the total amount under Not specified hyperlink.
2. Open each transaction.
3. Make sure you've entered a CLASS.
4. Click Save and close.

I've also added these articles for more information when running a Balance Sheet report:

• Why does my Balance Sheet by Class report have unclassified amounts?
• What is a Balance Sheet report?
• Basic troubleshooting for balance sheets

If there's anything else I can do for you, please let me know and I'll be there to help. Have a beautiful day!

Every transaction has a class entered. I've double checked.

Hi D-at-LL,

Thank you for double-checking your transactions.

At this point, I recommend contacting our support team. They can use a screen-sharing tool to check why you still have unspecified transactions. You can find their phone number and schedule in this article: QuickBooks Online Support.

If you have other questions about unspecified amounts, feel free to go back to this thread. Take care and have a good one.

I contacted QBO support about this. After about an hour and a half, the "back end team" made it known that the program is written so that all transactions go to the Not Specified class on the balance sheet. There is no way to change that. If you are hoping to see balances broken down by class on the balance sheet, don't waste your time like I did setting up classes. It won't work. Classes are mostly useless in QBO. 

Finally...  I find an article that tells me what I figured was the case all along.  Why would Intuit bother creating the Class concept and then make a report that completely ignores that field?  Why even have a report called "Balance Sheet by Class" when it doesn't actually report by class, even if you've set one?  So FRUSTRATING!!!

I'm glad I found this article because I've been struggling with this in QBO Plus too.  I setup classes, started assigning them, and they work fine in the Profit and Loss by Class, but the Balance Sheet by Class is worthless.  MOST of them categorize, but some never do, despite setting them.

What blows me away is how many times you had to explain this and show screenshots, just to be told how to run a report or set a class, as if you hadn't done that already.  and then after spending hours of your time on support, only to be told that's not how it works.

Maybe next time Intuit increases their prices and offers us "improved experiences" like "Enhanced Reporting", maybe they'll actually fix their design mistakes.  You know, the ones they charge us more for but that don't really work?  Like Classes.

-Another horribly annoyed customer...

Not a solution, but when I am ready to produce a report and share it with the Board or customer, I am making a journal entry to cash:

Dr. 100 Checking  $500  Class: Operating

         Cr. 100 Checking $500 Class: (leave blank)

It then corrects it as of that date.

Not a solution, but for me, all my transactions are operating and not "with donor restrictions."  If I have a "with donor restrictions," I am doing a journal entry and it shows things correctly.

Very frustrating.  I've been researching for 2 days, called help and spent 1 hours with them and finally found this answer.  At least I'll stop looking.