Question

HELP - All Class Expenses showing under Unspecified when running report!

Forum|Forum|5 years ago
May 25, 2021
5 replies
0 views

Hi,

I am new to quickbooks and having some troubles - we have about 50,000 under "unspecified" and that really isn't helping me to keep track of our costs. I have added the class to these transactions, and made sure I am running the report under "classes" and the costs are still showing under "unspecified." Please help.

I have attached a photo to show the class being there, but this expense is still showing as unspecified. I really want to have an accurate amount under each class to know how much we are spending and having 50,000 under unspecified really doesn't help.. Thank you in advance!

QuickBooks Online

R

ReymondO

Thank you for reaching out to us and sharing a screenshot of your concern, @MPP_Rentals.

May I know the type of report you're using to review your transactions? Any further info would help me in providing the right steps to address the issue.

In case you're running the Profit and Loss by Class report, let's make sure that the class is filtered to (Select all). This way, it wouldn't show the Not Specified transactions.

Here's how:

Go to Reports and open the Profit and Loss by Class report.
Click Customize, then check the (Select all) box under the Filter drop-down list.
Select Run report.

If the report is still showing the unspecified transactions, let's run some basic troubleshooting steps to fix the issue.

Sometimes too much cache build-up in a browser can cause unexpected behavior with the product. This can be the reason why your filters aren't working.

To view the correct data, open your account using a private window. This won't save any search histories in your web browser and would help us in isolating the issue. You can access this by pressing the following keys:

Press Ctrl + Shift + N (Google Chrome).
Ctrl + Shift + P (Firefox).
Control + Option + P (Safari).

If you're able to alter your preferences, go back to your regular browser and clear its cache in your web browser or try using a different supported browser. It could be a temporary issue with QuickBooks and the current browser that you use.

Additionally, here are some articles that will help you in managing your reports in QuickBooks Online (QBO):

If there's anything else I can do for you, please let me know and I'll be there to help. Have a beautiful day!

R

ReymondO

Hi Customer, @MPP_Rentals.

Hope you’re doing great. I wanted to see how everything is going about the expense report concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

N

ngpllc

I am having the same issue, I am pulling the balance sheet and displaying columns by class. Expenses shows in the unspecified but when I go into them the are assigned a class. I have tried a new browser and it didn't work.

T

TirzahC

Hello, D-at-LL.

The uncategorized transactions are one of the reasons why some payments will show as Not specified on the report, like Balance Sheet.

We'll have to open the payment and make sure that you've entered a CLASS on the linked transaction of the payment. I'll show you how:

In the Balance Sheet report, click the total amount under Not specified hyperlink.
Open each transaction.
Make sure you've entered a CLASS.
Click Save and close.

I've also added these articles for more information when running a Balance Sheet report:

If there's anything else I can do for you, please let me know and I'll be there to help. Have a beautiful day!

D

D-at-LL

Every transaction has a class entered. I've double checked.

JessT

Hi D-at-LL,

Thank you for double-checking your transactions.

At this point, I recommend contacting our support team. They can use a screen-sharing tool to check why you still have unspecified transactions. You can find their phone number and schedule in this article: QuickBooks Online Support.

If you have other questions about unspecified amounts, feel free to go back to this thread. Take care and have a good one.

J

Justin871

I contacted QBO support about this. After about an hour and a half, the "back end team" made it known that the program is written so that all transactions go to the Not Specified class on the balance sheet. There is no way to change that. If you are hoping to see balances broken down by class on the balance sheet, don't waste your time like I did setting up classes. It won't work. Classes are mostly useless in QBO.

M

MmmmJason

Finally... I find an article that tells me what I figured was the case all along. Why would Intuit bother creating the Class concept and then make a report that completely ignores that field? Why even have a report called "Balance Sheet by Class" when it doesn't actually report by class, even if you've set one? So FRUSTRATING!!!

I'm glad I found this article because I've been struggling with this in QBO Plus too. I setup classes, started assigning them, and they work fine in the Profit and Loss by Class, but the Balance Sheet by Class is worthless. MOST of them categorize, but some never do, despite setting them.

What blows me away is how many times you had to explain this and show screenshots, just to be told how to run a report or set a class, as if you hadn't done that already. and then after spending hours of your time on support, only to be told that's not how it works.

Maybe next time Intuit increases their prices and offers us "improved experiences" like "Enhanced Reporting", maybe they'll actually fix their design mistakes. You know, the ones they charge us more for but that don't really work? Like Classes.

-Another horribly annoyed customer...

J

jestarkey

Not a solution, but when I am ready to produce a report and share it with the Board or customer, I am making a journal entry to cash:

Dr. 100 Checking $500 Class: Operating

Cr. 100 Checking $500 Class: (leave blank)

It then corrects it as of that date.

Not a solution, but for me, all my transactions are operating and not "with donor restrictions." If I have a "with donor restrictions," I am doing a journal entry and it shows things correctly.

Very frustrating. I've been researching for 2 days, called help and spent 1 hours with them and finally found this answer. At least I'll stop looking.

T

trading

This problem has only just started since QB did updates, please refer back to the old QB I never had this problem, if this persists we are moving from QB.

I can see my salaries in un specified when I click on it takes me to payroll but there is nothing in there for me to edit and assign the proper class for salaries, everyone of our staff have a different class.

O

Okie129

I am having the same issue except it is for two payrolls showing as unspecified instead of going to their class. This was for two payrolls back to back and all payrolls since then are posting to their correct classes. It appears the issue was for two specific pay dates and that's all. I've tried everything!

Tori B

Thanks for taking the time to follow along with the thread and sharing your concerns, @Okie129.

I recommend contacting our Customer Care Team. This way, one of our agents can review your account in a secure environment and investigate this matter further. You can use the link I'm including below to connect with our team directly.

QuickBooks Online Support

Please don't hesitate to let me know if there is anything else I can assist you with. Have a good one!

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