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Experienced Member
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How to assign class to payroll expenses?

 
Best answer 03-19-2019 07:03 AM

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Community Manager

Re: How to assign class to payroll expenses?

Hello cindyherrmann1,

 

In QuickBooks Online Payroll, you have the option to assign a class for each employee. For now, I'll take note of your question as a product feature request. I'll personally send it to our engineers.

 

Let me share the steps how to assign a class for each employee:

  1. Click on the Gear icon.
  2. Select Payroll Settings.
  3. Choose Accounting.
  4. In the Classes section, select I use different classes for different employees.
  5. Click on OK.
  6. In the Preferences - Employee Classes section, assign a class for each employee. 
  7. Click on OK.

If you have any questions, please let us know. We'll be right here to help. 

5 Comments
Community Manager

Re: How to assign class to payroll expenses?

Hello cindyherrmann1,

 

In QuickBooks Online Payroll, you have the option to assign a class for each employee. For now, I'll take note of your question as a product feature request. I'll personally send it to our engineers.

 

Let me share the steps how to assign a class for each employee:

  1. Click on the Gear icon.
  2. Select Payroll Settings.
  3. Choose Accounting.
  4. In the Classes section, select I use different classes for different employees.
  5. Click on OK.
  6. In the Preferences - Employee Classes section, assign a class for each employee. 
  7. Click on OK.

If you have any questions, please let us know. We'll be right here to help. 

Experienced Member

Re: How to assign class to payroll expenses?

Thank you.  I did that and it did not work the first time.  I went back in a couple of days later as I needed to run payroll and did it again and this time it worked.  Thank you!

Highlighted
QuickBooks Team

Re: How to assign class to payroll expenses?

Hi there, @cindyherrmann1.

 

Happy to know that the steps provided by my colleague GarlynGay worked on your end and was able to assign a class to each employee successfully.

 

For more information about class tracking in QuickBooks Online, you may check this article: How to set up and use class and location tracking.

 

Please know that I'm always here to help you if you have any other payroll concerns, just add a post/comment below. Have a great day ahead!

Experienced Member

Re: How to assign class to payroll expenses?

Our company manufactures products.  We use QB Enterprise and assemblies. 

 

When the production workers are making the products we do not know the class in which they will be used; medical, household, commercial, government, etc.  We only know the class upon sale.  I'd like the production labor to show up properly in the P/L by Class Report, but I cannot figure out how to make that happen.  I put labor in the BOM for the assembly items and then assign a class on the invoice, but the underlying labor remains unclassified.

 

I use a service item called "Production" on the timesheet (and assembly BOM), and report expenses under "Production Wages" in the CofA.  But they remain unclassified.   

QuickBooks Team

Re: How to assign class to payroll expenses?

Thanks for joining us here, RenoDavid.

 

It's possible that the assembly item (that includes the underlying labor) wasn't assigned to a class in the Class column when the invoice was created. 

 

Let's open each invoices and make sure to assign a class beside the assembly item (see attached screenshot). Once done, run your Profit and Loss by Class again and check if the amounts are moved from Unclassified to the appropriate class. 

 

I'll be around if you have other questions. 

 

class.PNG