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Level 2

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

Solved
Best answer December 31, 2018

Best Answers
Highlighted
Level 15

Report for unclassified transaction

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 solution in original post

5 Comments
Highlighted
Level 15

Report for unclassified transaction

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

Highlighted
Level 2

Report for unclassified transaction

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????

Highlighted
Level 15

Report for unclassified transaction

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 solution in original post

Highlighted
Level 2

Report for unclassified transaction

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

Highlighted
Level 1

Report for unclassified transaction

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

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