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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
Ben161
Level 1

Issue with Class Allocation from TSheets to QuickBooks Payroll

We're correctly entering time in TSheets, and it syncs over to QuickBooks without issue. However, when we run payroll, the time is often allocated to the default class listed in the employee's profile, rather than being split across the multiple classes the employee actually worked in (as recorded in TSheets).

In QuickBooks, under Edit > Preferences > Payroll & Employees > Company Preferences, we have the following options checked:

- Job Costing, Class and Item tracking for paycheck expenses

- Earnings item

Despite this, the class tracking doesn't seem to carry over correctly from TSheets to QuickBooks during payroll processing.

Are there any solutions or a workaround to ensure class allocations from TSheets are properly carried over into QuickBooks Desktop payroll?

3 Comments 3
Rea_M
Moderator

Issue with Class Allocation from TSheets to QuickBooks Payroll

You'll need to remove the default class that's currently assigned both in the employee's profile and within the Employee Defaults section under your Payroll & Employees preferences in QuickBooks Desktop (QBDT), Ben161.

 

The class setup in QuickBooks Time and QBDT needs to match for everything to sync correctly. Assigning classes through the Earnings item is the correct approach. However, to ensure the data syncs seamlessly from QuickBooks Time (formerly TSheets), you’ll need to remove the default class information both from each employee’s profile and from the Payroll & Employees settings in QBDT.

 

To remove the default class in the employee's profile, here's how:

 

  1. Go to the Employees menu and select Employee Center.
  2. Double-click the name of your employee to open its profile.
  3. Choose the Payroll Info tab.
  4. Delete the default class in the Class field.
  5. Click OK. Repeat as necessary. 80.png

 

After that, go to the Payroll & Employees tab from your Preferences to detach the default Employee Defaults. Please see the screenshot below for your reference.

 

81.png

 

Once you're done, you can seamlessly sync data at any time to import data into QuickBooks Time or export timesheets to QBDT. 

 

If you have any follow-up questions, please feel free to ask in the comments. We'll get back to you.

Ben161
Level 1

Issue with Class Allocation from TSheets to QuickBooks Payroll

Thank you for your response, this is super helpful. I have a few follow-up questions: Can we remove the classes for hourly employees only, while keeping the default classes for salaried employees who aren't using QuickBooks Time, since they're not clocking into jobs? If we got his route, should I still detach the Employee Defaults in the company preferences, or would that prevent the defaults from applying to the salaried employees who only need the default class?

Candice C
QuickBooks Team

Issue with Class Allocation from TSheets to QuickBooks Payroll

Good evening, @Ben161

 

Thanks for coming back on this thread. 

 

Answer to the first question: You wouldn't remove classes, you would deactivate them with the steps below. 

 

  1. Navigate to Edit > Preferences > Accounting > Company Preferences
  2. Uncheck the box next to "Use class tracking for transactions." 
  3. Press OK to save the changes. 

 

Answer to the second question: We don't recommend detaching the "Employee Defaults" in the company preferences. This will prevent the default class from automatically applying to your salaried employees and you would need to manually assign it every time. 

 

Feel free to come back if you have any other questions. We're always here to help! 

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