Let me address your concerns about classification reporting, @Valerie. This way, I can guide you accordingly.

I'll make sure that you can categorize your transaction to the appropriate classes in QuickBooks Desktop (QBDT). 

Normally, you can select any dates of your transactions. QuickBooks uses the class you add to an invoice to sort customer payments and deposits. So, if you enter a pre-payment without an invoice, QuickBooks can’t classify the payment and deposit amounts. It shows as unclassified on the report.

But, once you apply pre-payment to an invoice, QuickBooks classifies the payment amount. Most transaction workflows work this way in QBDT.

Additionally, ensure that you set the class preferences to Items and the invoice has an associated class. This way, the transactions will show in the Classified section. 

To check the preferences, here's how: 

1. Go to the Edit and choose Preferences. 
2. Select Accounting, then Company Preferences. 
3. Review the Assign class to the field if you choose Items. 
4. Click Save and close. 

Also, see the sample screenshots below how the transaction works in QuickBooks: 

Check out this article for more information: Why does my report have unclassified amounts?

Furthermore, visit this link to know how to customize class reports in QuickBooks: Filter, sort, or total reports by Class.

Feel free to tag me in your comment if you need further assistance. I'll keep my notifications open. Keep safe, Valerie.