How to categorize Payroll Reimbursement

Hello there, @cupidchan-pistevo. 

I'll provide some details on how you can properly categorize a payroll reimbursement in QuickBooks Online (QBO) Payroll.

You'll want to review first the accounting preferences you've set up for the reimbursement payroll item. Here's how:

1. Go to Settings ⚙, then Payroll settings.
2. Select Edit ✎ next to Accounting.
3. Locate the reimbursement item and check the account associated with it.

See this sample screenshot:

Check if it's assigned to the correct account you want them to track. Simply click Edit ✎ if necessary. Then, choose which account the transaction for the specific payroll item should go to. Once done, tap Continue.

After assigning the correct account to the reimbursement item, here's how you can include your past transactions in the current changes:

1. Scroll down to the Want to update existing transactions section, then select Edit ✎. 
2. Add a Start Date. We'll change all accounts except in the Bank Account section.
   

For more information about this process, see this article: Change your accounting preferences in QuickBooks Online Payroll.

Additionally, you can also pull up a variety of payroll reports in QBO. This will give you a closer look at your employee's total wages, deductions, and tax information for a certain period. For a complete list of available payroll reports and how to pull them up, visit this article: Run payroll reports.

Let me know if you have any other questions about categorizing a reimbursement in QuickBooks. I'll be happy to help you out. Take care!

This is very clear and detailed, @Kevin_C! I can follow your instruction to complete the task. But I have one more question: How can I attach a receipt to the training, just like what I can do if this is a standalone transaction? Thanks!

I appreciate you performing the step to categorize payroll reimbursement in QuickBooks. I'm here to help you attach receipt of your previous transaction, @cupidchan-pistevo.

We can attach the receipt by editing the transaction. Here's how:
 

1. Open the transaction.
2. Choose Attachments.
3. Browse and select the document you want to attach.
4. Tap Open, then Save and close.
   
   

For more details, please see this article: Add or delete attachments in QuickBooks Online.

Additionally, I would encourage you to reconcile your accounts. This will help you effectively monitor your transactions and detect any possible errors. For the step-by-step guide, you can check this article:  Reconcile an account in QuickBooks Online.

Don't hesitate to let me know if you have any other questions by dropping a comment below. I’m here whenever you need me. Take good care.

If it is a regular transaction, yes, your suggestion works and that's also what I used to do. However, this is the Reimbursement item under Payroll. Hence, there is no separated transaction which i can open and attach the receipt as I normally do. That's what I asked @Kevin_C and see if there is any trick to do that. @DebSheenD do you have any idea/

@Kevin_C, just want to check and see if you know how can I attach a receipt to the training, just like what I can do if this is a standalone transaction? Thanks!