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Bambrough
Level 2

In the payroll section of QBO I've created different reimbursement categories to pay employee back. Is there a report I can run by category? Eg. Total is for cell bills?

 
Solved
Best answer November 25, 2020

Best Answers
Lourdes-Fernandez
Level 6

In the payroll section of QBO I've created different reimbursement categories to pay employee back. Is there a report I can run by category? Eg. Total is for cell bills?

Hello Bambrough,
I hope you're having a great week so far! QuickBooks Online has alot of great Payroll Reports to pick from. I wanted to forward an article that goes over all the payroll reports with you:

Run Payroll Reports
https://quickbooks.intuit.com/learn-support/en-ca/reports/run-payroll-reports/00/436465

I hope you find one that targets what you are looking for, but don't hesitate to reach back out, I'd be more than happy to help.

I hope you have a great rest of the day!

Kindest Regards,
Lourdes Fernandez

View solution in original post

Bambrough
Level 2

In the payroll section of QBO I've created different reimbursement categories to pay employee back. Is there a report I can run by category? Eg. Total is for cell bills?

I don't see your other post here yet, but I do have those accounts to capture expenses however I don't want to have to write an expense check and a payroll cheque. I like that I can add these expenses to payroll for one payment. What I'm going to do is quarterly debit the Reimbursements account and credit the applicable expense accounts. I wish that QBO could combine them for me but I doubt they are linked that way, especially since I created the accounts. You can see how this would be helpful though, right?  

 

I do use that detail report as well because I pay some employees just expenses not related to payroll. My accountant wants all expenses reported at year-end and I want to capture all tax ITCs (credits) that I can. 

 

I'm okay with this solution and the Total Pay report gives me the totals.

 

Thanks for your help. 

View solution in original post

5 Comments 5
Lourdes-Fernandez
Level 6

In the payroll section of QBO I've created different reimbursement categories to pay employee back. Is there a report I can run by category? Eg. Total is for cell bills?

Hello Bambrough,
I hope you're having a great week so far! QuickBooks Online has alot of great Payroll Reports to pick from. I wanted to forward an article that goes over all the payroll reports with you:

Run Payroll Reports
https://quickbooks.intuit.com/learn-support/en-ca/reports/run-payroll-reports/00/436465

I hope you find one that targets what you are looking for, but don't hesitate to reach back out, I'd be more than happy to help.

I hope you have a great rest of the day!

Kindest Regards,
Lourdes Fernandez

View solution in original post

Bambrough
Level 2

In the payroll section of QBO I've created different reimbursement categories to pay employee back. Is there a report I can run by category? Eg. Total is for cell bills?

Thank you Lourdes but I did check those reports and I did not find anywhere I could sort by reimbursement type. For example how much did all employees spend on parking or cell phone or office supplies. I may have to export to excel and sort. 

 

What I'm trying to do is combine the totals for these categories that are captured in payroll with the ones I capture in other Employee Expenses accounts outside payroll. I don't know that this is possible. 

Bambrough
Level 2

In the payroll section of QBO I've created different reimbursement categories to pay employee back. Is there a report I can run by category? Eg. Total is for cell bills?

I found it. The totals by reimbursement type are in the Total Pay report. I had not tried that one! Thanks for redirecting me to these reports!

Lourdes-Fernandez
Level 6

In the payroll section of QBO I've created different reimbursement categories to pay employee back. Is there a report I can run by category? Eg. Total is for cell bills?

I'm so glad! It was nice to see you in the community! I hope you have a great rest of the day.

 

Kindest Regards,

Lourdes Fernandez

Bambrough
Level 2

In the payroll section of QBO I've created different reimbursement categories to pay employee back. Is there a report I can run by category? Eg. Total is for cell bills?

I don't see your other post here yet, but I do have those accounts to capture expenses however I don't want to have to write an expense check and a payroll cheque. I like that I can add these expenses to payroll for one payment. What I'm going to do is quarterly debit the Reimbursements account and credit the applicable expense accounts. I wish that QBO could combine them for me but I doubt they are linked that way, especially since I created the accounts. You can see how this would be helpful though, right?  

 

I do use that detail report as well because I pay some employees just expenses not related to payroll. My accountant wants all expenses reported at year-end and I want to capture all tax ITCs (credits) that I can. 

 

I'm okay with this solution and the Total Pay report gives me the totals.

 

Thanks for your help. 

View solution in original post

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