Transactions with no Customer:Job allocated

Thanks for checking in with us, FC Matt.

In QuickBooks Desktop, we can customize the report as to Job-status that gives you a way to keep track of each job. When creating a customer list report, QuickBooks includes the status of each job on the report. You can also see the status of a job by clicking a job in the Customers & Jobs list and looking at the Job Info tab. We can run a Customer:Job report and choose the status to None to see transactions that have not been allocated to a job. Just follow the steps below:

1. Go to Reports on the top menu.
2. Choose Company & Financial.
3. Select Profit & Loss by Job.
4. Click Customize Report tab.
5. Choose Customer:Job in the Display columns by section.
6. Tick Filters.
7. Enter Job Status in the Choose Filter field.
8. Select None in the Job Status field.
9. Enter Transaction Type in the Choose Filter field.
10. Choose the transaction in the Transaction Type field. 
11. Press OK and OK.

To learn more about customizing customer or job reports, see the Customize customer, job, and sales reports in the QuickBooks Desktop article. Feel free to visit our Reports page for more insights about creating and managing reports.

You can always update us on the result of this troubleshooting in the comment below. I'd like to ensure this is resolved for you. You have a good one.

I finally found a workaround, although it requires a bit of knowledge in excel if/then functions.  I created a find report of all of my transactions that had the accounts that I normally assign "customer:jobs" to, mostly my cost of goods sold jobs, 

1. I then customized it to show the name and source name - THIS IS IMPORTANT TO SELECT THESE TWO
2. I only included transaction types of bills, checks, credits, credit card charges, etc.
3. I then chose a date range
4. I chose to sort by name - A/Z
5. I filtered out the irrelevant columns, added the billing status column - to show if it had already been billed
6. I changed the header to Transactions with no Job Name
7. I memorized that bad boy
8. I exported my report to a new excel spreadsheet
9. I added a column to the left of the name column & formatted it to general formatting
10. Finally I created this if/then function:  =IF(G3=H3," ",G3)
    1. If a bill or any of the transaction types doesn't have a job name the vendor will show in both columns which is the g3=h3 portion of the formula
    2. but we want that to be blank so that the transaction type that don't have a job name will show up blank, which is the middle portion of the formula " "
    3. And finally if the name DOESN'T equal the source name, that means that that transaction type DOES have a customer job name.  
11. Then I named the column that I created the function in to "job name"
12. Sort the spreadsheet by the "job name" column 
13. all of your transactions that don't have a job name (the blank ones) - will be sorted at top - normally blanks sort at the bottom, but since this has a formula in it, it's technically not blank. 
14. Delete all the transaction rows that AREN'T blank, and there you go. 

I know this is cumbersome, but it works better than what Quickbooks came up with...which is nothing. 

I was looking for the exact same thing,

on the next update, the same as when Class tracking is used

"Unclassified" "Unassigned Jobs" or whatever name should be added in a column automatically

just as it does for class tracking.

I may have found a report that is helpful to at least show items that are not allocated to jobs (expenses not allocated to jobs will show in the other reports mentioned elsewhere in this thread so you'll have to look at two separate reports each week to pick up expenses versus items), but try this:

Purchases by Product/Service Detail Report

Customize to add customer column

Hope this helps!