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Create and assign employee classes in QuickBooks Online

SOLVEDby QuickBooks35Updated 1 month ago

Learn how to create and assign employee classes.

QuickBooks Online doesn't let you submit payroll unless your employees are assigned to a class. It's also a best practice for helping organize your business. In this article, we'll walk you through the steps to do this. 

Create a class

The first step is to create a class.

  1. Go to Settings ⚙, then select All lists.
  2. Under Lists select Classes.
  3. Select New.
  4. Enter Class name, check off the Is sub-class box (if applicable), then select Save.

Assign a class to an employee

The next step is to assign that class to an employee. Each employee must be assigned a class, otherwise you won't be able to run payroll.

  1. Select the Settings ⚙️ icon, then Payroll settings.
  2. Select the pencil icon for Accounting. The Accounting Preferences window opens.
  3. Select the pencil icon beside Class Tracking.
  4. If you use the same class for all employees, assign a class to all employees from the drop-down. If you use different classes assign a class to each employee from the drop-down.
  5. Select Save and then Done.

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