Why do some transactions appear under "Not specified" in class-based reports, even though I've assigned a class to them, especially non-Journal entry?

Thank you for reaching out, dabbandaryl.

I appreciate your diligence in ensuring that your class assignments are accurate. I understand it can be a concern when transactions show up under "Not specified" in your class-based reports, and I'm here to help.

In QuickBooks Online, reports reflect the figures based on how you've assigned classes to your transactions. The way you categorize these transactions significantly impacts what is displayed in your class-based reports.

Currently, you have the option to assign a class either to the entire transaction or to each individual line item. If you assign a class to the entire invoice, the amounts posted to Accounts Receivable (A/R) and the income accounts will be reported under that class. On the other hand, if you assign a class to each line item, only the amounts posted to the income accounts will be classified accordingly, while the amounts posted to A/R will be listed under the "Not Specified" column. The same thing applies to bills, which uses Accounts Payable (A/P).

If classes were assigned to the entire transaction, we would expect that nothing appears under "Not Specified." Therefore, we can do the browser-troubleshooting steps to find out if you're just experiencing browser-related issues.
 

We can start by opening your account using a private window. To save you time, please use either of these shortcut keys:

• Mozilla Firefox: CTRL + Shift + P
• Microsoft Edge: CTRL + Shift + N
• Google Chrome: CTRL + Shift + N
• Safari: Command + Shift + N

Once you've logged in to your account, try to run the report again and see if it's still in the "Not Specified" column. If you can see it, clear your browser's cache so the system can start fresh. 

Moreover, you might want to check out this article to learn how to personalize your reports: Customize reports in QuickBooks Online

If you need any further assistance with your reports or have any additional questions, please don't hesitate to contact us again. Our team is here to help you manage your business finances accurately and efficiently, and we look forward to assisting you further.