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co-88
Level 3

employees by class

How do I easily view employees by class? Could easily do in QB Desktop.

9 Comments 9
jeanbiverly_
QuickBooks Team

employees by class

I can help you display your employees by class, @co-88.

 

You can run the Payroll Summary by Employee report and customize it to focus only on the names of your employees and their respective classes.

 

Here are the steps to follow:

 

1. Navigate to the Reports menu.

2. Type in Payroll Summary by Employee in the Find report by name search field and select it.

 

 

3. Click the Customize button.

 

 

4. Review all filters. To highlight the employees' names and classes, untick all checkboxes under the What to include dropdown except Class.

5. Hit Run report.

 

 

Here's an article that you can use as a reference in personalizing your reports: Customize reports in QuickBooks Online.

 

In case you want to save a report with its current settings, check out this article for more guidance: Memorize reports in QuickBooks Online.

 

I'm still ready to back you up if you've got other concerns with viewing your employees by class. Just leave a reply below, and I'll be around to assist. Have a great day!

co-88
Level 3

employees by class

ok - I ran the report but can find no way to save the custom report.

 

This task would be a heck of a lot easier if in the Employee Center I could go to Gear, "Show Columns" and choose "Class"! No extra report creation necessary - all viewable where it should be.

 

QBO is exhausting!

 

MirriamM
Moderator

employees by class

I know the importance of saving the customized report, co-88.

 

At this time, the option to save the customized report for the Payroll Summary by Employee is currently unavailable. In the meantime, you can export the report to Excel to create a copy.

 

To export the report, follow these steps:

 

  1. Open the Payroll Summary by Employee report.
  2. Set the necessary filters.
  3. Click the Export button in the upper right-hand.
  4. Choose Export to Excel.

 

We are committed to ensuring a seamless experience while running reports and continuously strive to enhance your experience with QuickBooks Online (QBO). We suggest to submit your feedback requests to our product developers within your QBO account. This will help our team better understand your concerns and suggestions, ultimately improving your experience while using the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

For future reference, here's a great resource about the best practices when reconciling: Reconcile an account in QuickBooks Online.

 

If you need further assistance when running a report, co-88, feel free to reach out. I'm here to help. Have a great day!

co-88
Level 3

employees by class

This is an unacceptable workaround!

 

Can't you all forward these issues to product developers?

 

This task would be a heck of a lot easier if in the Employee Center I could go to Gear, "Show Columns" and choose "Class"! No extra report creation necessary - all viewable where it should be and where it was accessible in QB Desktop.

 

You all have ruined a perfectly good and functional program (QB Desktop) for an experimental program (QB Online) with customers as your guinea pigs.

 

Using QB Online is a daily frustration!

SafeAlaskans
Level 1

employees by class

What if Class is not included in my list for "What to Include" How can that be fixed? 

Candice C
QuickBooks Team

employees by class

Good afternoon, @SafeAlaskans.

 

Welcome to the Community! Let's work together to get this report working properly for you. 

 

Answer the following questions and provide some additional details, so that we can determine the next step or narrow down the cause of the problem: 

 

  • What version of QuickBooks Online are you using? 
  • Can provide a screenshot of the options you do have? 

 

In the meantime, you can review this guides: 

 

 

I'll be waiting for your response! 

SafeAlaskans
Level 1

employees by class

I'm using QBO

I am unable to attach a screen shot. Here are my options under what to include:

Gross Pay

Other Pay

Employer taxes & contributions

Employee taxes & deducatins

Net pay

Hours

Total payroll Cost 

Kurt_M
QuickBooks Team

employees by class

Hi, and thank you for responding in the thread, @SafeAlaskans. Additional inputs provided did help us identify why Class doesn't show in the What to Include section when running Payroll Summary by employee report. I've got details to share to fix this.

 

In QBO, if the Class feature is disabled in your Account and Payroll Settings, it won't appear in the What to Include section when customizing reports. Also, the Class Tracking is only available in the Plus and Advanced versions. For more details, see this article. Get started with class tracking in QuickBooks Online.

 

Thus, I recommend ensuring the Class feature in your company file is Active so QBO can recognize the command when gathering data using a report. Below are the steps, along with a screenshot for reference:

 

  1. Access your QuickBooks Online company.
  2. On the top right corner, click the Gear icon and select Account and settings.
  3. Go to Advanced and then select the Pencil icon in the Categories section.
  4. Toggle the Slider icon for Track Classes to turn on the Class option.
  5. Click the Save and then Done.

 

 

 

Your next move would be to double check your Payroll settings and make sure the Class Tracking is programmed properly. Refer to the image provided.

 

 

Additionally, checkout this article to save the customized report and have it ready for future usage: Save a customized report in Quickbooks Online.

 

I hope you're doing well today, and feel free to communicate in the comment section if you're seeking assistance addressing QuickBooks-related questions. I'm ready to step in and provide guidance. Stay safe, and have a good one.

co-88
Level 3

employees by class

Still useless!

 

In Employee Center, please add to Gear, Show Columns, "CLASS" option - how simple is that and still not done. Shaking my head.

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