Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
headwing88
Dec 30, 2018 11:49 PM UTC
Solved

Report for unclassified transaction

I have been using QuickBooks Pro desktop version for a couple of years for my daughter's bakery.  I have thousands of transactions without any class assigned.

She is opening a second location. I added class "Uptown location" for her second location.

I am able to create reports for Uptown location class.

 

Running my previous reports however also include Uptown location class.  Since my previous transactions have not been assigned a class, am I able to run my previous reports excluding Uptown location class?
Thanks

    qbteachmt
    qbteachmtAnswer
    Level 11
    Dec 31, 2018 9:23 PM UTC

    If you give your Pro file to someone with the Accountant Edition, they have a Reclassify tool which can be used to Classify all older existing transactions to Uptown.

    View in thread

    10 replies

    Rustler
    Rustler
    Level 15
    Dec 31, 2018 11:22 AM UTC

    bring up the report, click customize, click filters, scroll down to the class filter, in the criteria block select multiple classes and check mark only those you wan to see on the report.

    memorize the custom report to make it easier next time

    headwing88Author
    Dec 31, 2018 6:10 PM UTC

    Thanks for your response.  However since my first store location transactions do not have a class there is not an class to select in the Multiple classes filter????

      qbteachmt
      qbteachmtAnswer
      Level 11
      Dec 31, 2018 9:23 PM UTC

      If you give your Pro file to someone with the Accountant Edition, they have a Reclassify tool which can be used to Classify all older existing transactions to Uptown.

        headwing88Author
        Jan 1, 2019 1:26 AM UTC

        Thanks, I will look into that.  I appreciate your assistance

        mdojaquez
        Mar 27, 2019 12:28 AM UTC

        Go to Reports -> Company & Financial -> Profit & Loss Unclassified

          123146260285074
          Feb 9, 2021 8:51 PM UTC

          That is in desktop version correct - is there a similar option in Online version?

           

          ReyJohn_DModerator
          Moderator
          Feb 9, 2021 10:17 PM UTC

          Yes, the answers above are for QuickBooks Desktop, @123146260285074.

           

          I know a similar report you can run in QuickBooks Online. You'll want to pull up the Profit and Loss by Class report. Then, filter it to show only the unclassified transactions.

           

          First, you'll have to enable the class tracking feature on the settings page. I'll guide you how:

           

          1. Click the Gear icon, and then choose Account and settings.
          2. Select Advanced, and then go to the Categories section.
          3. Turn on the Track classes radio button.
          4. Choose other preferences from the drop-down.
          5. Click Save, and then Done.

           

          Once done, you can now create class lists. To get started, you can add test classes.

           

          After that, you're ready to run and customize the said report. Let me guide you how:

           

          1. Go to the Reports menu at the left pane.
          2. Enter the report name in the search bar and then select it.
          3. Click the Customize button.
          4. Go to the Filters section, and then choose Not Specified from the Class drop-down.
          5. Select other filters as needed.
          6. Click Run report.

           

          Also, you can save this report to keep a hard copy for future use.

           

          I'm still ready to answer any questions you may have with reports in QuickBooks. Just click the Reply button and I'll get back to you as quickly as I can.

          Need QuickBooks guidance?
          Log in to access expert advice and community support instantly.
          Terms & ConditionsAccessibility statement