Can I put payroll under a division?

Hey there, @shermizzle.

Location tracking is made to categorize data from different offices, regions, departments, locations, and outlets of the same company. (Tracking sales, purchases, and profitability by locations) Note: This could be one of the reasons why the payroll entries are not automatically associated with those divisions. Class tracking is used to track your transactions by departments, product lines, or other segments in your business.

Note: These features are only available in QuickBooks Online Plus and Advanced.

I'd also recommend reaching out to your accountant to see what option would be best for your unique business.

Let me know if this information helps you. If you have any other questions, please feel free to ask. I want to make sure your concerns are addressed. Have a wonderful weekend!

Hi Candice,

This doesn't answer my question, and I AM the accountant.   I don't have a question as to whether to use class vs location.  We are well past that stage.  Perhaps my question wasn't clear.

We use Location Tracking (named 'division').  We want to track the sales, purchases, and profitability of a department.  Per your response, Location would accomplish this.  Part of tracking profitability would be to include both income and expenses.  Payroll is an expense.  How do I include the Location on payroll?

thanks

Thanks for getting back to us, @shermizzle.

At this time, the location tracking to be included in payroll is not yet associated with QuickBooks only the Class tracking.

Having the option to include location tracking in payroll is a great idea to add to our program.

Rest assured that I'll send your suggestion directly to our Product Engineers. They are implementing new features based on the functionality that works best for most users. 

You can visit our QuickBooks Blog to know the recent updates that our product engineers are working on.

If you have other questions while working in QuickBooks, please comment below. I'm here to help. Take good care.

Hi Joesem,

Thanks for the clarification.  The documentation on using location states it can be used to track profitability.  How is the appropriate way to track profitability if all expenses aren't included?

thanks

Thanks for getting back to us, @shermizzle.

As previously shared, the Location Tracking feature does not apply to payroll transactions. However, you'll want to indicate the division details in the paycheck's Memo field. Then, run a report and customize it to add a Memo column.

Let me show you how:

1. Simply open the paycheck and go to the bottom section.
2. In the paycheck's Memo field, enter the division details.
3. Once done, go to Reports and run the Recent Transactions report.
4. Click Customize, then filter the Rows/Column by Date, Transaction Type, Name, Memo/Description and Amount.
5. Also, in the Filter drop-down, select the Payroll check in the Transaction Type drop-down.
6. Click Run Report.

I'll add another set of requests to our developers to make sure they can review this function. They're always keen on new ideas from users like you to improve our product.

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features

Please know that you're always welcome to comment anytime if you have other concerns.

Hello, 

Any update on the this enhancement? Any company with more than a few employees may need to classify the employees by department, division, or some other classifications. 

Currently there is no option whatsoever to group the employees. 

Thanks.

Tony

Thank you for joining the thread, @TW_Tampa. I'll answer this query for you. 

The feature stated above is unavailable. I suggest you follow the workaround provided by my peer @ReymondO right before your post. 

If you have other questions about the payroll feature in QuickBooks Online (QBO), take a look at this article: Payroll tasks: Resource hub. It includes links for all payroll-related articles. 

Feel free to post a reply below if you have other questions about payroll in QBO. I'll be sure to get back to you as soon as I can. Have a nice day!

I have the same problem and it is a serious problem. I need to have Divisions assigned to Payroll transactions. Is there any way for you to tell me how long this basic feature will take to be added to OuickBooks/Payroll Online? Can this be accomplished with journal entries in the meantime? If so how?

Thank you

Thanks for checking this with us, PeteG1.

While we don't have an exact time frame as to when will the option to add divisions to payroll transactions be available, you can try ReymondO's suggestion. For the instructions, you can refer to his answer which was stated in the above thread.

If you wish to use Journal Entries as an alternative, I recommend reaching out to your accountant for further guidance. 

I'm also sharing with you this article for some links about the payroll tasks in QuickBooks Online: QuickBooks Payroll help article hub.

Be sure to get back to me if you have additional payroll concerns. It would be my pleasure to help. Have a good one

Checking back in to see if there is a resolution for this problem? I also need to assign locations to employees. I can't imagine there are not many people using this that would need the same functionality.

I appreciate you dropping by this thread, @dphayden,

It would be nice to have the location field option. But, it is still unavailable in QuickBooks Online Payroll (QBOP). 

However, you have the option to set up and manage your employee's work location.

As a workaround, we can utilize the class tracking feature in QBO. With this, we're able to have a clear picture of each segment’s financial health. Then, you can use this info to set a budget goal for each class. Make sure to turn on class tracking first. 

Follow these steps how:

1. In your QBO Payroll account, click the Gear icon.
2. Select Account and Settings, then choose the Advanced tab.
3. In the Advanced tab, locate the Categories.
4. Click the pencil icon to edit. In the Assign classes dropdown, choose One to entire transaction.



5. Once ready, click Save.

I'll also share this article you can use if you want to learn more about payroll tasks in QBO: QuickBooks Payroll help article hub

Feel free to leave a reply if you have more payroll concerns. The Community team has your back. Have a blessed year!

So here we are two years later and the location/division feature remains "not ready for prime time". Unbelievable.

JE's, once again, to resolve.