Overview
The Entries Without Class and Location reviews help you identify transactions in QuickBooks that are missing a class or location. These review points make it easy to assign the required values in bulk or individually, ensuring accurate reporting when class or location tracking is enabled.
Enable the Review Point
If the review point is not already added:
1. Click New
2. Click Task/review Point and Select Entries w/o Class/Location from the library
3. Click Add
If it is already added, simply click on the review point to open it.
How to Interpret the Review Results
When you open either review:
You’ll see a list of transactions that are missing a class or location
Transactions are grouped by vendor to simplify review
If a transaction appears here, it means the class or location is required but not yet assigned
Recommended Actions
Based on the review results, you can:
Assign a class or location to all transactions for a vendor in one action
Assign a class or location to individual transactions when needed
Exclude accounts where class or location tracking is not required
How the Review Works
Step 1: Open the Review Point
If you are using Class or Location tracking in QuickBooks, you’ll see the following review points:
Entries Without Class
Entries Without Location
Click on the relevant review point to see transactions missing the required value.
Step 2: Assign Class or Location
Select a vendor block (for example, Uber)
Choose the appropriate class or location
Click Save
Whether there are 2 transactions or 20, all transactions in the block are updated at once.
Step 3: Assign Individually (Optional)
If needed, you can also:
Assign a class or location to a single transaction from the right-side panel
Save changes automatically per transaction
Step 4: Configure Account Exclusions
Click Config to customize which accounts are included:
Exclude accounts where class or location tracking is not required
Common examples include balance sheet accounts
Transactions posted to excluded accounts will not appear in the review.
Explainer Video