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Michelle- Product Champion
Level 2

Export Payroll Journal with classes and Locations.

How can I export a journal from Payroll with classes and locations?

Solved
Best answer May 07, 2020

Best Answers
Michelle- Product Champion
Level 2

Export Payroll Journal with classes and Locations.

A. You can import locations into the system by following these steps:


1. Log into QuickBooks Online and go to the "Employees" tab.
2. Click on "Payroll Settings" and then "Locations".
3. From the locations screen, click the "Import QuickBooks Locations" option on the top right hand side of the page.


Your QuickBooks locations will now be available.

 

B. You then need to ensure that classes are assigned to the locations.


1. Log into QuickBooks Online and click on the "Employees" tab.
2. Click on the "Settings" tab and select "Locations".
3. Click on the location to which you want to assign a class.
4. From the "Classes" drop down, choose the class you want to assign to the location
5. Click "Save".


C. Exporting Payroll Journals using Locations and Classes:

 

1. Go to 'Employees' tab, click on Payroll Settings then click Chart of Accounts.
2. From the Chart of Account, click the Defaults Chart of account.
3. For each journal transaction type that you want classes and locations to be assigned to, click the 'Split by location' option against each transaction type. In this case, we're going to split the wages expenses by location.
4. Click 'Save'

 

D. The final step is to process a pay run. Ensure that your earnings lines for your employees are allocated to the correct locations.

Once you have allocated the locations to the earnings lines in the pay run, you can finalise the pay run and the journal will be posted with transaction lines created for each location / class.

 

Note: The employee's primary location will be the location used to assign the leave provisions, not the location where the employee worked.

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3 Comments 3
Michelle- Product Champion
Level 2

Export Payroll Journal with classes and Locations.

A. You can import locations into the system by following these steps:


1. Log into QuickBooks Online and go to the "Employees" tab.
2. Click on "Payroll Settings" and then "Locations".
3. From the locations screen, click the "Import QuickBooks Locations" option on the top right hand side of the page.


Your QuickBooks locations will now be available.

 

B. You then need to ensure that classes are assigned to the locations.


1. Log into QuickBooks Online and click on the "Employees" tab.
2. Click on the "Settings" tab and select "Locations".
3. Click on the location to which you want to assign a class.
4. From the "Classes" drop down, choose the class you want to assign to the location
5. Click "Save".


C. Exporting Payroll Journals using Locations and Classes:

 

1. Go to 'Employees' tab, click on Payroll Settings then click Chart of Accounts.
2. From the Chart of Account, click the Defaults Chart of account.
3. For each journal transaction type that you want classes and locations to be assigned to, click the 'Split by location' option against each transaction type. In this case, we're going to split the wages expenses by location.
4. Click 'Save'

 

D. The final step is to process a pay run. Ensure that your earnings lines for your employees are allocated to the correct locations.

Once you have allocated the locations to the earnings lines in the pay run, you can finalise the pay run and the journal will be posted with transaction lines created for each location / class.

 

Note: The employee's primary location will be the location used to assign the leave provisions, not the location where the employee worked.

Morgan05
Level 1

Export Payroll Journal with classes and Locations.

Can you describe these same steps but with the new 2021 changes in mind.

MaryLandT
Moderator

Export Payroll Journal with classes and Locations.

The steps of exporting payroll journals with classes and locations are the same, Morgan05.

 

You can follow the steps provided by Michelle- Product Champion to export payroll journal with classes and locations.

 

In case you need to import, here are the steps:

 

  1. Select the Employees tab, then Payroll Settings.
  2. Click on the Locations menu (under the Pay Run Settings heading).
  3. From the Locations screen, click the "Import QuickBooks Locations" option on the top right hand side of the page.
  4. Your QuickBooks locations will now be available.

To export other payroll data, please browse this link: How to export payroll data.

 

I'm adding this link to how to track income, expenses, or profitability by business segment: Get started with class tracking in QuickBooks Online.

 

You can also consider pulling up reports with class and locations. Then, export them to an Excel file.

 

Let me know if there are other data that you need to export. Just leave a comment below, and I'll get back to you.