ClayJ
QuickBooks Team

Reports and accounting

Hey again, @Ashley65.

 

Thank you for getting back to me. I'm happy to clarify further on my previous post. 

 

"In order for class tracking to function properly in this manner, your payroll data will need to be within your company file. ...just simply something showing the breakdown of the checks per employee."

 

What I mean by this is a breakdown of the payroll checks (e.g. payee, tax allocation, etc...) from the third party program will need to show in QuickBooks; whether that be as a check or a journal entry. Some payroll companies can provide a file to you that has this information, so you can have a full and accurate record of your employees' payroll with the rest of your data. 

 

In this situation, I recommend reaching out to your payroll provider to see if they can give you a file with your payroll history. With this info in your company file, you can then apply classes to pull the data for your reports.

 

I hope this information helps dispell any questions. Should you have anything else you'd like to go over with me about this or anything else QuickBooks, don't hesitate to leave me a comment down below.