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Level 1

Classing 'Other Payroll Items'

So far I've been able to add classes to everything on my P&L, except anything listed as an Other Payroll Item in the payroll module.

 

Things like phone reimbursements, mileage reimbursements, etc, are not getting a class.

 

Some employees only have one class, but some have multiple classes. I need to know how to assign a class to these reimbursement items as I'm doing payroll. I do not currently see a way to do that.

 

8 Comments
Highlighted
QuickBooks Team

Classing 'Other Payroll Items'

It seems that you have already set up the class option as Earnings item in the payroll preferences, Daennera.

 

Here's how to review the preferences:

  1. Go to Edit located at the top, and select Preferences.
  2. On the left panel, select Payroll & Employees.
  3. Click the Company Preferences tab.
  4. Choose between Entire paycheck or Earnings item.
  5. Click the OK button.

 

When you create payroll, you can select different classes per line item. With regard to some employees that only have one class, it's possible that the class is set as default in the Payroll Info section. Even though they are set to default, you can still change the class manually.

 

Here are the steps on how you can check the class assigned to an employee:

  1. Go to Employees, and select Employee Center.
  2. Double-click the employee's name, and select Payroll Info on the left panel.
  3. Check to see if a class is assigned from the Class drop-down menu. You can remove it if you decide not to add a default class.
  4. Click the OK button.

 

Here's what it would look like when you create paychecks that includes multiple items with different classes:

 

 

For more information about class tracking in QuickBooks Desktop, please see this article: Tracking payroll expenses by class, department, or location.

 

If you need more help, just leave a comment below and we will get back to you. Thanks.

Highlighted
Level 1

Classing 'Other Payroll Items'

This absolutely in no way solves my problem.

 

As my post says, I am already successfully using classes on all payroll items (hours, salaries, taxes, etc) EXCEPT for the "Other Payroll Items" which includes things like reimbursements.

 

Your explanation does not in any way, shape, or form show me what I need to know about those items.

 

You see that box on the left labeled "Other Payroll Items" on the middle left of the employee payroll screen? THOSE are the items I need to know how to attach a class to.

 

 

Highlighted
QuickBooks Team

Classing 'Other Payroll Items'

Thanks for the clarification, @Daennera.

 

You can only add a class to the payroll item when creating a Payroll Liabilities check. Let me guide you how.

 

In your QuickBooks (QBDT):

  1. Go to the Employees menu, then select the Employee Center.
  2. Select the Payroll tab and choose the Pay Liabilities tab.
  3. Click Manage Payment Methods under the Other Activities section. 1.PNG
  4. Select Benefit & Other Payments then click Schedule Payments.
  5. Select the Other Payroll Item and click Edit.
  6. Set up a payment frequency and click Finish2.PNG
  7. Click Finish.

It'll prompt you back to the Pay Liabilities tab. From there:

  1. Select Create Custom Payments under the Other Activities section.
  2. Create a date range and click OK3.PNG
  3. Select the Payroll Item you've set up a payment frequency and change the amount.
  4. Select Create4.PNG
  5. Then enter a class in the Class column under the Payroll Liabilities tab.
  6. Once done, click Save & Close5.PNG

You can also check this article for additional reference: Tracking payroll expenses by class, department, or location.

 

Feel free to contact us again if you need further help. We're always here to help.

Highlighted
Level 1

Classing 'Other Payroll Items'

There are no liabilities to pay. I already know how to class money I'm noting on a paycheck and then remitting elsewhere, like 401k matches.

 

I am simply giving people a reimbursement for using their personal cell phone for business purposes. I'm not taking the money from their check and then remitting it elsewhere. I'm literally just giving them an extra $50 as a nontaxable reimbursement. 

 

If I specifically have a nontaxable phone reimbursement line item in that section. How do I assign it a class?

Highlighted
Moderator

Classing 'Other Payroll Items'

Hello Daennera,

 

When you set your Preferences to Assign one class per Earnings item, you can only assign classes in the Earnings section. Instead, you can toggle your Preferences setup to Entire paychecks. This'll only assign a single class for all the payroll items in the paycheck including the ones under the Other Payroll Items section. 

You can follow the steps provided by RenjolynC and toggle it to Entire paychecks.

 

If you want to assign a different class for the Other Payroll Items, I'd recommend creating a separate paycheck and assign the correct one.

It also applies if you want to assign different classes per Earnings items.

 

Classes associated to the payroll items will show when you pull up payroll reports such as Payroll Item Detail. You can customize those reports if necessary.

 

That's how we do it in QuickBooks Desktop when associating classes to payroll items. You have us if you have more questions.

Highlighted
Level 1

Classing 'Other Payroll Items'

We have multiple employees who have to have multiple classes assigned to each paycheck. 

 

Currently I am doing that by splitting hours or salaries on multiple lines and dictating the class on each line.  For this reason, using 'whole paycheck' as a system wide preference will not work.

 

I just want to know how when I enter the phone reimbursement number, I can give it a class on that particular line just like I can do with their wages up top. I just want to know how to add the Class column to the Other Payroll Items section just like it already exits in the wages section. You cannot seriously be telling me Quickbooks cannot do this very simple thing it already does in another area.

Highlighted
QuickBooks Team

Classing 'Other Payroll Items'

Hi @Daennera,

 

As mentioned by my peer @JamesDuanT above, if you selected Assign one class per Earnings item, then you'll have the option to assign classes exclusively to the Earnings section. 

 

There isn't an option to assign a different class for each item on the entire paycheck. You can follow the workaround he provided as well, and that's to create a separate paycheck to assign a different class for Other Payroll Items

 

Feel free to post a comment below in case you have additional questions. I'll be sure to get back to you.

Highlighted
Level 1

Classing 'Other Payroll Items'

Daennera, 

 

I have been struggling with the same issue, trying to get other payroll items (per diem) to tie to the appropriate job. QB support was not able to offer any solutions, but I think I have come up with a workaround that may work for you as well. 

 

After posting payroll items, I created a journal entry that credits and debits the same account, leaving the accounting right as it was, but the journal entry screen allows me to tie one side of it to a particular customer/job so it will show up on my job profitability reports. 

 

Previously we had the per diem payroll item set to be tracked by job. When you select this, QB spreads it out between all of the jobs that are on that paycheck, which isn't what we wanted. So I went in and shut that off. Doing it manually with a journal entry is more steps, but allows me to put those costs to exactly the right job. Hope this helps you. 

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