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headwing88
December 30, 2018
Solved

Report for unclassified transaction

  • December 30, 2018
  • 3 replies
  • 0 views

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

    Best answer by qbteachmt

    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.

    3 replies

    Rustler
    Rustler
    December 31, 2018

    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

    H
    headwing88Author
    December 31, 2018

    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????

      qbteachmt
      qbteachmtAnswer
      December 31, 2018

      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.

        H
        headwing88Author
        January 1, 2019

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

        M
        mdojaquez
        March 27, 2019

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

          1
          123146260285074
          February 9, 2021

          That is in desktop version correct - is there a similar option in Online version?

           

          R
          ReyJohn_D
          February 9, 2021

          Yes, the answers above are for QuickBooks Desktop, @123146260285074.

           

          I know a similar report you can run in QuickBooks Online. You'll want to pull up the Profit and Loss by Class report. Then, filter it to show only the unclassified transactions.

           

          First, you'll have to enable the class tracking feature on the settings page. I'll guide you how:

           

          1. Click the Gear icon, and then choose Account and settings.
          2. Select Advanced, and then go to the Categories section.
          3. Turn on the Track classes radio button.
          4. Choose other preferences from the drop-down.
          5. Click Save, and then Done.

           

          Once done, you can now create class lists. To get started, you can add test classes.

           

          After that, you're ready to run and customize the said report. Let me guide you how:

           

          1. Go to the Reports menu at the left pane.
          2. Enter the report name in the search bar and then select it.
          3. Click the Customize button.
          4. Go to the Filters section, and then choose Not Specified from the Class drop-down.
          5. Select other filters as needed.
          6. Click Run report.

           

          Also, you can save this report to keep a hard copy for future use.

           

          I'm still ready to answer any questions you may have with reports in QuickBooks. Just click the Reply button and I'll get back to you as quickly as I can.

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