I ran a report that shows sales by Class
There is an unspecified Class section with data. However, when I click on one of the transactions that appear as "unspecified" (an invoice), I see that every line on the invoice does, in fact, have a class assigned to it. So why is this invoice showing as unspecified in the report. Please help! Thanks in advance
Hi there, @haskenazi1.
I'm here to help ensure that you'll be able to run the Sales by Class report correctly.
The transaction/s will reflect under the Unspecified or Not Specified section on the report if transaction/s don't have an assigned class. In addition, line items without a class assigned will show up under Not Specified section. You may need to check each line item on the invoice if there's a class assigned to each.
You can see attached screenshots for the detailed reference.
To learn more about using classes in QuickBooks Online (QBO), you may check this article:
Please stay posted if you have any other questions about classes, I'll be always here to help you. Have a great day ahead!
Thanks however my original post stated
I see that every line on the invoice does, in fact, have a class assigned to it
So your reply unfortunately doesn't resolve my issue. I welcome any other thoughts though.
I appreciate you for getting back in the Community. Let me get the help you need in pulling up reports in QuickBooks Online (QBO).
I have checked this issue here in our system, and we have received no reports from other users getting the same challenges.
To further isolate the issue, try to delete and recreate the transaction. Once done, pull up the report again.
I'd appreciate if you can update me on how it goes. I'll be on the lookout for your reply and waiting on standby.
I have the same issue going back several years. And like the original poster, there is a class assigned to the transaction already.
You'll want to pull up the Sales by Class Detail report to see the correct class. Let me guide you through how.
If a transaction has multiple items and some have class (some doesn't have), it'll be posted in the Not Specified section of your report. Make sure to assigned a class to an item correctly.
Feel free to read this article for more information: Using Classes and Locations in QuickBooks Online.
You might also want to check our page for your reference: Income and expenses.
Please leave a comment anytime if you have additional questions.