Items not assigned to projects/customers Report

Hi!

1) You could run a BS or P&L by class. 

2) Then, you look for a column called UNASSIGNED. 

That column will show you all the accounts that have transactions that have NO class. 

Same thing for Customers but you would have to run a report by Customer instead of by Class.

Hope this helps!

I'll ensure that you'll be able to get the data that you're looking for, @dendoa. Allow me to help and provide some additional information about your report.

To find a report in QuickBooks Desktop that displays all items not assigned to a customer: job, you can follow these steps:

1. Open QuickBooks Desktop and go to the Reports menu.
2. Select Custom Reports and then choose Transaction Detail from the list.
3. In the Display tab, set the date range for the report as desired.
4. Go to the Filters tab and click on the Account filter.
5. Choose the specific account or accounts that you want to include in the report.
6. Next, click on the Customer: Job filter and select Multiple Names from the drop-down menu.
7. In the Name field, select the Not Selected to exclude any customer: job assignments.
8. Click on the "OK" button to generate the report.

I also encourage you to visit these links to manage reports in QuickBooks:

• Customize Reports in QuickBooks Desktop.
• Export reports as Excel workbooks in QuickBooks Desktop.

Lastly, you may refer to this article to view information on how to memorize reports in QuickBooks: Create, access, and modify memorized reports.

Feel free to leave a comment below if you have any further questions regarding managing your reports in QuickBooks. I am always here to help. Take care!

Thank you.  However, do NOT have the option to click on Customer:Job filter and Name field do NO have the option to select Not Selected.

I appreciate you for getting back to us, @DOA1. Allow me to address your concern about running a report displaying the items unassigned to a customer or job in QuickBooks Desktop (QBDT).

As I have replicated the steps above, it appears that those options are unavailable when customizing the Custom Transaction Detail report. 

I understand how this report streamlines your inventory process. However, it is currently inaccessible in the program. Your input is valuable to us, and we want to enhance your QBDT experience. That said, let me help you share your suggestion with our software engineers so they can consider incorporating it in our future product developments. To do that:

1. Go to Help and click Send Feedback Online.
2. Select Product Suggestion.
3. Enter your feature request, then Send Feedback.

Furthermore, you may want to take your reports out of QBDT to analyze them in Excel. Doing so allows you the flexibility to include information relevant to generating business insights.

Please know that the Community is available around the clock to provide additional assistance concerning item reports. Just leave a response below, and we'll chime in right away to address your question. Keep safe and have a great rest of the day.

I am looking for a report that will accomplish this in QBO -- all transactions in a given period not assigned to a project.

Never mind, figured it out.

Transaction detail by account report

Change columns - check donor (I'm in a nonprofit file)

Filter for Donor Not Specified

I appreciate you letting us know which report you have pulled up, budgie315. This information will be valuable for other users who require similar data.

Please don't hesitate to let us know if there's anything else you need to manage your business's growth using QuickBooks Online (QBO). Take care, and I wish you continued success.

Actually turns out that a P&L detail is more useful. FYI.

Hello budgie315,

Thank you for sharing this! We appreciate you. Don't hesitate to let us know if you have any questions. See you later.