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December 18, 2018
Solved

Payroll

  • December 18, 2018
  • 3 replies
  • 5 views

I have an employee who works for a child development center overseen by the church as well on Sunday for the church.  She is salaried with her total amount paid a set amount annually and one payroll check per pay period.  However, we need to apply a portion of her annual salary to one class and another portion to a different class.  How do I do this?

Best answer by Faefave

I don't know if 2019 Premier plus Non Profit edition is different but no matter what you are saying, 

when I go to a new employee for example and I set up payroll I set up as bi weekly and choose

class and then enter under earnings salary and the amount...

Then I go into payroll, open payroll detail for the individual,   and it shows the item name salary, and rate based on 26 payroll checks.  I click on item and choose salary again under item name and it

automatically split the check one half...if I do a third line it splits into 1/3 each line item.  

I just did it with just two lines that were split one half and I attempted top change the first line to the portion CDC would be paying and it takes the amount but pops up with error message "you cannot change because there are no hours attached to it..." so I put in 1 hour on each line and then go and change the amounts and it takes the first amount correctly but then when I go down to the next line and put a different number it changes the top number to that amount and the individual would not be paid the correct total amount.

I am sorry that I cannot get it to look the way your example shows but it will not work.  Any further explanation or solution?  I promise you I have set up as indicated above.


I should have said that I cannot get it where it will breakdown the total paid in the amounts

I try no matter what I enter.  I did not explain that I understood that I could enter under "hour" an estimate of say 30.52 and it would get close to how I wanted it to break the class amounts.  You are correct that can be done and you were a very patient individual to see me through until I

understood about adding the "hour" column and it would accept two or more payroll line items. 

For most people this would probably work but I would hate to have to do two line items each

payroll check for fear I would forget.  I do nearly 34 payroll checks every other week and most are not a problem on class; they are one or the other.  Hope your insight helps others who might be able to use this more simply.  

3 replies

December 18, 2018

I think you can only post to one class when you create the paycheck.  I would do a JE to move the salary from one class to the other.   

 

You would credit the class that her paycheck goes to and debit the class for the portion that needs to be moved to the other class.

 

For example:  Her paycheck is $500 which is recorded to Admin class but $200 needs to be moved to Production class.  The date of the JE should be the date on the paycheck you would simply credit Admin class $200.00 (the class the paycheck is recorded to when created) and debit production class $200.00 (the account it needs to be moved to). 

 

The only other option would be to create two separate paychecks and classify each one to the correct class.

qbteachmt
Level 11
December 18, 2018

Never use a JE for QB payroll.

 

The function is in Edit menu > Preferences, Payroll & Employees, click on the Company Preferences tab. Select Job and Class Tracking Per Earnings item.

 

Now for the paycheck you reiterate the Salary Pay item = post it in allocated lines, to class track each allocation.

 

Please see my attachment.

FaefaveAuthor
December 20, 2018

I will see if this works but I tried to download the attachment and cannot do so in the format

submitted.  Thank you for the information and I hope it works.

FaefaveAuthor
December 20, 2018
I saw your attachment and I am asking since I set up the employee at a specific annual rate and the check is created when I enter biweekly, do I edit the paycheck at the time I am entering hours, etc, 
 In other words, would I edit and breakdown two salaries thus overriding QB's automatic one line  and the appropriate amount for each class?  I would need to do this every paycheck? 
 
The "class" is actually set up when entering new employees of the child development versus church under the employees earnings section  under item name and hourly rate or item name salary and that is where is will only allow me to have two items, i.e., CDC or church salaried.  It would seem like the JE would make more sense and yet one suggestion says that I should never to a JE for salary.  I may have to go direct to Quickbooks support since I have two opinions/suggestions.  Thanks!
qbteachmt
Level 11
December 20, 2018

I have a book that I recommend: Running QB for Not For Profits, by Kathy Ivens. That book will help you learn more about Class Tracking allocations.