Categorizing employees in departments

Imavintageguy · ‎December 19, 2022

Hi there,

First time poster.

Is there a way to categorize employees into different departments for reporting purposes in QBO?

Thanks for your help.

Roy

JamesM4 · ‎December 19, 2022

Hi Roy,

Glad to have you connect with us in the QuickBooks Community. I'll be happy to share more info so you can continue to manage your work with peace of mind. QuickBooks offers a dynamic payroll module that simplifies the way you manage your transactions.

The program also provides the ability to assign a class, such as a department, to an employee. Here's how:

Go to Settings ⚙ and select All Lists.
Select Classes.
Select New. Give this class a name.
To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes.
Select Save.

For mor info about using the Classed feature, I recommend checking out this article here as it provides in-depth details. Let me know if this info helps, I'll be a message away in case you need anything else. Otherwise, I wish you a great rest of the year!

View solution in original post

JamesM4 · ‎December 19, 2022

Hi Roy,

Glad to have you connect with us in the QuickBooks Community. I'll be happy to share more info so you can continue to manage your work with peace of mind. QuickBooks offers a dynamic payroll module that simplifies the way you manage your transactions.

The program also provides the ability to assign a class, such as a department, to an employee. Here's how:

Go to Settings ⚙ and select All Lists.
Select Classes.
Select New. Give this class a name.
To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes.
Select Save.

For mor info about using the Classed feature, I recommend checking out this article here as it provides in-depth details. Let me know if this info helps, I'll be a message away in case you need anything else. Otherwise, I wish you a great rest of the year!

Imavintageguy · ‎December 20, 2022

Thanks, JamesM4.

It would appear as though I do not have the QBO subscription level that enables "Classes". Sadly, it is not offered as a choice in "All Lists" in my account. I have full privileges from my Accountant, but do you know if they can enable it without having to upgrade my subscription?

I appreciate the info.

Thanks.

Trish_T · ‎December 20, 2022

Hi Imavintageguy,

Thanks for getting back to us here. I can see how you'd benefit from class tracking. However, this feature is only available in QuickBooks Online Plus and Advanced. There isn't an alternate way for turning this feature on and upgrading your subscription would be the best course of action.

Let us know if you have other questions or concerns. We're here for you!

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Categorizing employees in departments