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qbo2
Jan 21, 2019 7:49 PM UTC
Solved

Has QBO already fixed the unapplied Cash Payment Income-register-automatic, when we are using classes?

The problem is that the automatic register does not put the class in both legs of the register, so if I run a report by classes it appears. I think it is an error of the system.
IamjuViel
IamjuVielAnswer
Jan 23, 2019 5:45 PM UTC

Hello there, @qbo2.

 

I can share more information on why your Unapplied Cash Payment Income were classified under "Not Specified" in your PL by Class report.

 

If you have recorded the Unapplied Cash Payment Income through the Receive Payment page, you cannot add "Class" on it. Thus, when you run the PL by Class report, it will be classified under Not Specified. This will stay as is even if you have applied it to your invoices. 


On the other hand, if you use the Deposit page in recording the Unapplied Cash Payment Income but you didn't specify its class, it will still be classified under "Not Specified". 

To fix this, re-open your deposit transaction and classify Unapplied Cash Payment Income. Here's how:

  1. Go to Reports.
  2. Choose Profit and Loss by Class.
  3. Click on the amount under Not Specified.
  4. In the Transactions Report page, you'll see the details of the transactions.
  5. Click on the amount.
  6. Add your desired class.   
  7. Re-open PL by Class report.

That should do it!  Don't hesitate to click the Reply button if you have other questions about . I’m always here to help you manage your transactions and reports. Have a great ahead!

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16 replies

KarenEdithL
KarenEdithL
Jan 22, 2019 1:18 AM UTC

Hi @qbo2,

 

I am working on your other post https://quickbooks.intuit.com/community/Reports-and-accounting/When-I-apply-a-deposit-to-an-invoice-the-system-do-the-automatic/m-p/226938 which I believe is a duplicate.

 

Hope you can respond to me on that thread so we can work on this together. Thanks!

qbo2Author
Jan 23, 2019 2:14 PM UTC

Hi!!

Yes, I did write my question again in a different way, but still haven't get an answer that fix the problem... thanks

IamjuViel
IamjuVielAnswer
Jan 23, 2019 5:45 PM UTC

Hello there, @qbo2.

 

I can share more information on why your Unapplied Cash Payment Income were classified under "Not Specified" in your PL by Class report.

 

If you have recorded the Unapplied Cash Payment Income through the Receive Payment page, you cannot add "Class" on it. Thus, when you run the PL by Class report, it will be classified under Not Specified. This will stay as is even if you have applied it to your invoices. 


On the other hand, if you use the Deposit page in recording the Unapplied Cash Payment Income but you didn't specify its class, it will still be classified under "Not Specified". 

To fix this, re-open your deposit transaction and classify Unapplied Cash Payment Income. Here's how:

  1. Go to Reports.
  2. Choose Profit and Loss by Class.
  3. Click on the amount under Not Specified.
  4. In the Transactions Report page, you'll see the details of the transactions.
  5. Click on the amount.
  6. Add your desired class.   
  7. Re-open PL by Class report.

That should do it!  Don't hesitate to click the Reply button if you have other questions about . I’m always here to help you manage your transactions and reports. Have a great ahead!

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