I just assigned classes to payroll in QBO Plus - but need to retroactively assign classes to payroll already run January - March. How do I do that?
There's a way to retroactively assign classes to your previous paychecks. Here's how:
Please let us know if you have any questions. Thanks!
Thank you for your reply. But I am not getting the option of updating existing transactions. I chose "I use different classes for different employees" and it asked me to assign each employee a class; but it did not ask if I wanted to update existing transactions. How can I do that? Thanks!
Thanks for posting a follow-up, @habitatboonecounty. I can show you where the option to update existing transactions is.
After selecting Ok on the Preferences- Employee Classes page, the option to Want to update existing transactions, too? will be at the bottom of the page. From here, you would just to select the date, which would be January in this instance, and click Update and then Ok.
I've included a brief video to serve as an example of this:
For additional information on using classes, I recommend the following article: How to Set Up and Use Class and Location Tracking.
I'm confident that this information will have you on the right path.
Should you have any questions on assigning classes, or anything else, please let me know. Best regards.