Why do the payroll taxes and expenses show a class of NOT SPECIFIED?

Hello there, jasuter.

I'm here to provide insights and reasons behind why payroll taxes and expenses may display as "Not Specified" when running the Profit and Loss by Class report.

When the transactions don't have a class assigned upon creation, the report will automatically place them under the Not Specified column. 

You can click on the transaction amount listed under the Non-Specified column. Upon opening the transaction, locate the Class column and allocate it to the appropriate class. Here's how:

1. Navigate to the Reports menu and locate the Profit and Loss by Class report.
2. Select the amount.
3. Within the Transaction report, click on the amount once more.
4. Locate the Class column and assign the appropriate classification.
5. Click Save the changes to ensure they are reflected.

Here are some articles you can visit for tips about personalizing reports:

• Customize reports in QuickBooks Online using modern view.
• Learn how to get the most out of your financial reports. 

Visit again if you have more concerns about QuickBooks reports and anything related to the Class feature. I'll be around!

That works for most transactions but NOT the expense transactions created from QB payroll. When I click on that transaction it takes me to the payroll check stubs. No place to change the class.

Joe Suter

We can review the class tracking for your employee, jasuter. This way, we can figure out why payroll taxes and expenses are not specified.

Since there's no place to change the class when you select the transaction, I need more information. Can you share a screenshot of the report where you click the check and route to the payroll check stubs? Did you manually create an expense? Do these expenses come from running payroll? Please know that any additional information will help me get on the same page.

In the meantime, let's review if you have assigned classes to your employees. Follow the steps below: 

1. From the Gear icon at the top, choose Payroll Settings. 
2. Scroll down to Accounting and click the pencil icon.
3. Navigate to Class Tracking and check if you picked up a class inside the boxes under employee names.
4. Tap Save.

Additionally, these references will supply you with more information on how class tracking works as well as tips on how to manage your payroll preferences:

• Set up Payroll account preferences
• Get started with class tracking in QuickBooks Online

Furthermore, save this article to learn how to tailor reports according to your needs: Customize reports in QuickBooks Online.

Kindly update me on how things go by adding another comment below. I'm still here if you need further guidance on handling pay stubs or other payroll-related tasks. Take care.