cancel
Showing results for 
Search instead for 
Did you mean: 
Experienced Member

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?

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?

3 Comments
Highlighted
Community Manager

Re: I just assigned classes to payroll in QBO Plus - but need to retroactively assign classes to ...

Hello habitatboonecounty,


There's a way to retroactively assign classes to your previous paychecks. Here's how:

  1. Click on the Gear icon.
  2. Choose Payroll Settings.
  3. Click on Accounting.
  4. In the Classes section, choose I use different classes for different employees.
  5. Click on OK and click on OK.
  6. In the Want to update existing transactions, too? section, choose the Starting Date and click on Update.
  7. Click on OK.

Please let us know if you have any questions. Thanks! 

Experienced Member

Re: I just assigned classes to payroll in QBO Plus - but need to retroactively assign classes to ...

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!

QuickBooks Team

Re: I just assigned classes to payroll in QBO Plus - but need to retroactively assign classes to ...

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.