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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?

 
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Best answer November 25, 2020

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Community Champion

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

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
Community Champion

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

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. 

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!

Community Champion

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

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