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payments-maratho
December 11, 2022
Question

How can Commerce Channel transactions (Amazon/Ebay clearing accounts) have a default Class associated with the transactions, instead of appearing under "Not Specified"?

  • December 11, 2022
  • 1 reply
  • 0 views
Our business uses Classes, which are set by Bank Rules for all transactions. However, the journal entries matched to our Channel-related bank account transactions all have blank Classes, and this results in Amazon and eBay income being listed as "Not Specified" on the Profit and Loss by Class report instead of under the correct class. Classes can be added manually to the Channel journal entries, but how can they be set automatically, or a default Class established for these entries?

1 reply

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CharleneMaeF
December 12, 2022

Adding default classes to your channel transactions is a great functionality, payments-maratho.

 

As of now, this feature is unavailable in QuickBooks Commerce. In the meantime, I'd suggest adding the classes manually to your transactions in QuickBooks Online. For detailed steps, please see this article: Track your Entries by Class.

 

To ensure the transactions don't show as not specified on the reports, customize them correctly. Here's how:

 

  1. Go to Business overview, then select Reports.
  2. Find and open a report.
  3. Select Customize.
  4. Choose all the necessary filters needed.
  5. Once done, click on Run report.

For more details, please see this article: Customize a Report.

 

Additionally, I've added these articles that'll help you learn more about managing and running reports in QuickBooks Online:

 

 

Please keep us posted if you need additional assistance assigning classes and running reports. We're always here to help you out.

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payments-marathoAuthor
December 12, 2022

Well, that's kind of terrible that such basic functionality as setting a default Class is still lacking from QuickBooks Commerce.

 

I'm unsure as to how I can even apply the Class manually to Commerce transactions. The Class is applied to all of the bank transactions automatically with a bank rule, and when I click through to the matched Commerce transaction/bank deposit and manually add the relevant class I still don't see any Commerce income / expenses being properly classed in the Reports section.

 

How do I get Commerce transactions to be reflected under a specific class?

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