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Level 1

How do I setup class tracking in QBO?

I see where I can set up one WC Class per EE but our EE's work across classes on a daily basis.  Is there anyway to assign different classes and then different hours per pay period to each class?

12 Comments
Moderator

Re: How do I setup class tracking in QBO?

A warm welcome to the Community, @N2TRIS.

 

I'd be happy to lend a helping hand in setting up and assigning different classes to your employees.

 

Before you can set up and assign different classes to your employees, you'll need to turn on this feature in your QuickBooks Online Account. Please know that this feature is only available in QuickBooks Online Plus.

 

To turn on:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. In the navigational bar, click Advanced.
  4. Select Categories.
  5. Check off Track classes to turn on class tracking.
  6. Click Save and then Done.

Here's how to set up classes:

  1. Click the Gear icon and All Lists.
  2. Select Classes. ( You can also add locations by selecting Locations.)
  3. Click the New button.
  4. Add the name of the class or location and click Save.

To add class tracking to payroll:

  1. Click the Gear icon.
  2. Under Settings, select Payroll Settings.
  3. On the Setup Overview page, click on Accounting under Preferences.
  4. If prompted, Click Customize. If not, scroll down at the bottom of the screen to see the Classes section.
  5. Select the option that will best fit your preference for class tracking.

To know more about class tracking, here's a recommended article: Set up and work with class and location tracking.

 

Should you need further assistance, please let me know. Have a great day.

Level 1

Re: How do I setup class tracking in QBO?

Thank you for your reply but my question was how do I assign DIFFERENT class codes to the same EE?  They work across class lines. There is not one class that suits one EE.

Level 1

Re: How do I setup class tracking in QBO?

We added TSheets to QBO in order to track time worked in various workers comp classes. 

Level 2

How to track payroll by class in QBO?

Hello,

Our company is non-profit organization and every staff spend daily hours on different classes. Ex: today I spend 2 hours on class A, 2 hours on class B and 4 hours on Class C. And the following days may have different hours to different classes. How to add each staff's daily hours to different classes in payroll please? It is important to our payroll.

we just subscribed QBO Payroll and unfortunately, It shows that  QBO currently allows to add only ONE class to each employee.

 

Much appreciate your help.

Thanks

Anthony

 

QuickBooks Team

Re: How to track payroll by class in QBO?

You can use the timesheet feature, Anthony. This lets you set up different classes and add the hours.

 

I'll guide you how:

  1. Click the Plus sign (+) icon.
  2. Select Weekly timesheet.
  3. Select the employee and customer.
  4. Select the payroll item and class.
  5. Add the hours.
  6. Tick the Billable (/hr) box if applicable, then enter the rate.
  7. Click Save and close.

Here's how it looks like:

 

 

When you pull up the Time Activities by Employee Detail report, you'll see the hours spend on each class. Here's how:

  1. Click Reports.
  2. Enter Time Activities by Employee Detail in the Find report by name field.

Refer to my screenshot below.

 

 

I'll also add a reference about setting up timesheets for better guidance. 

 

Don't hesitate to drop a comment below if you need more help with tracking your payroll. 

Level 2

Re: How to track payroll by class in QBO?

Thank you very much for your tips.

 

My next question is: If hours cross various classes the way you advised, will payroll expenses (wages, taxes and benefits) proportionally cross various classes, too?

 

Thanks you very much

Anthony

Moderator

Re: How to track payroll by class in QBO?

That would be a great feature, Anthony.

 

As of now payroll expenses doesn't cross various classes. We're unable to add classes when running payroll.

 

I'll be sure to send this feedback to our product engineers. We want to improve the class tracking feature with your help.

 

We'd love to hear more feedback from you. Just let us know by leaving a reply on this thread.

Level 2

Re: How to track payroll by class in QBO?

Thank you for quick response. Please improve payroll expenses tracked by classes. It is very important to a non-profit organization like us.

 

For now, I have to manually enter a payroll entry by classes after processing payroll in QBO. It duplicated work, but no choice at the moment!

 

Look forward to your improvements

 

Thanks for your efforts

Anthony

 

 

Level 1

Re: How to track payroll by class in QBO?

Anthony,
We are a non-profit with the same issue. You said, "For now, I have to manually enter a payroll entry by classes after processing payroll in QBO. It duplicated work, but no choice at the moment!"
How are you doing this? We can't figure it out. Thanks

QuickBooks Team

Re: How to track payroll by class in QBO?

Hey, @CATNP.

 

I can show you how to manually enter a payroll entry by classes after processing payroll.

 

It’s just a few clicks away.

 

Here’s how:

  1. Select the Create icon.
  2. Under Other, choose Journal Entry.
  3. Add the paycheck date and entry no.
  4. Add the Debit and Credit accounts. ...
  5. Click Make Recurring.
  6. Enter a memorable Template Name, then set Template Type to Unscheduled.
  7. To save the template, push Save Template.
  8. To save the journal entry, hit Save.

I’m providing an article below about manually entering payroll:

https://quickbooks.intuit.com/learn-support/en-us/journal-entries/manually-enter-payroll-paychecks-i...

 

If you have any other questions, please comment below. I hope you have a great Thursday.

Level 2

Re: How to track payroll by class in QBO?

Thank you, Emily. 

 

That's what I am doing. I was hoping QBO will improve tracking payroll by classes soonest so that we don't have to do manually.

 

One important thing that you should emphasize with the others when you show them how to do manual entry is that they have to do a reverse entry to offset the payroll processed by QB before doing manual entry by classes.

 

Anyway, thank you very much

 

Best

Anthony

QuickBooks Team

Re: How to track payroll by class in QBO?

Thank you for reaching back out, @BookkeeperASK.

 

I’m going to submit feedback about tracking payroll by classes for you. Our Development Team regularly reviews our customer feedback and is always working on creating easy to use financial tools that will help you.

 

I’ll also provide a link below about reverse journal entry for others.

https://quickbooks.intuit.com/learn-support/en-us/journal-entries/reverse-or-delete-a-journal-entry/...

 

Just know that if you have other questions, feel free to come back to the Community anytime. I hope you have a wonderful weekend.

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