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Level 2

Payroll

I have an employee who works for a child development center overseen by the church as well on Sunday for the church.  She is salaried with her total amount paid a set amount annually and one payroll check per pay period.  However, we need to apply a portion of her annual salary to one class and another portion to a different class.  How do I do this?

Solved
Best answer 12-21-2018

Accepted Solutions
Level 2

Re: Payroll

I should have said that I cannot get it where it will breakdown the total paid in the amounts

I try no matter what I enter.  I did not explain that I understood that I could enter under "hour" an estimate of say 30.52 and it would get close to how I wanted it to break the class amounts.  You are correct that can be done and you were a very patient individual to see me through until I

understood about adding the "hour" column and it would accept two or more payroll line items. 

For most people this would probably work but I would hate to have to do two line items each

payroll check for fear I would forget.  I do nearly 34 payroll checks every other week and most are not a problem on class; they are one or the other.  Hope your insight helps others who might be able to use this more simply.  

View solution in original post

12 Comments
Level 2

Re: Payroll

I think you can only post to one class when you create the paycheck.  I would do a JE to move the salary from one class to the other.   

 

You would credit the class that her paycheck goes to and debit the class for the portion that needs to be moved to the other class.

 

For example:  Her paycheck is $500 which is recorded to Admin class but $200 needs to be moved to Production class.  The date of the JE should be the date on the paycheck you would simply credit Admin class $200.00 (the class the paycheck is recorded to when created) and debit production class $200.00 (the account it needs to be moved to). 

 

The only other option would be to create two separate paychecks and classify each one to the correct class.

Level 15

Re: Payroll

Never use a JE for QB payroll.

 

The function is in Edit menu > Preferences, Payroll & Employees, click on the Company Preferences tab. Select Job and Class Tracking Per Earnings item.

 

Now for the paycheck you reiterate the Salary Pay item = post it in allocated lines, to class track each allocation.

 

Please see my attachment.

Level 2

Re: Payroll

I will see if this works but I tried to download the attachment and cannot do so in the format

submitted.  Thank you for the information and I hope it works.

Level 2

Re: Payroll

I saw your attachment and I am asking since I set up the employee at a specific annual rate and the check is created when I enter biweekly, do I edit the paycheck at the time I am entering hours, etc, 
 In other words, would I edit and breakdown two salaries thus overriding QB's automatic one line  and the appropriate amount for each class?  I would need to do this every paycheck? 
 
The "class" is actually set up when entering new employees of the child development versus church under the employees earnings section  under item name and hourly rate or item name salary and that is where is will only allow me to have two items, i.e., CDC or church salaried.  It would seem like the JE would make more sense and yet one suggestion says that I should never to a JE for salary.  I may have to go direct to Quickbooks support since I have two opinions/suggestions.  Thanks!
Level 15

Re: Payroll

The Preference needs to be set for "Class Tracking Per Earnings Item." You see in my attachment (which you can view and do not need to download) that the Salary Item then is Reiterated = put on multiple lines, to split and allocate Amount per Class. It is not Two Salaries. It is that One Person, their salary allocated.

 

QB does not have an automatic one line. Your Settings and how you use the function controls how many lines it is. Nothing about this is Automatic; it is up to you to set up and use what you need.

 

Stop using Class for the Employee Name. Change your preference to Class per Earnings item.

 

A JE makes No Sense; you just bypassed Payroll functions and made a brute force accounting entry. And you handled the data more than once. Why would anyone want to do all the work once, then make More Work because you simply didn't bother to set up the functions that would have already handled this for you? Handling the data more than once never makes sense, and leads to potential errors. And if you Change your Preferences to Job and Class Track Per Earnings Item and select to Job and Class Track Expenses in that same Preferences scree, the employer's share of taxes are also already split and allocated by class. Why try to do all of that manually, after you already ran payroll, when payroll could be doing all of it for you?

 

You can "got to support" if you want to, but I have been teaching QB Fundamentals, including a specific class named "QB and Payroll" since 2008. I have been a year end panelist for Intuit regarding Payroll. The Support people don't know as much as I do, which is why I volunteer to answer, and that is why there are some of us labeled All Stars.

 

Good Luck.

Level 15

Re: Payroll

I have a book that I recommend: Running QB for Not For Profits, by Kathy Ivens. That book will help you learn more about Class Tracking allocations.

Level 2

Re: Payroll

My class is and was set as assign one class per earnings item...but when I go in and try to have a earnings line cdc annual salary a certain amount and then a second line item Salary and try to put that portion in it comes back with an error message that "you can only have one salary line item per employee.....
 
Also if I just put in the full salary and then go to create paycheck and split there it splits equally and will not let me set it up the way I want to....
Level 15

Re: Payroll

I showed what this looks like. Example:

The Salary is $52,000 in Edit Employee.

 

In the Timesheet or paycheck details, I list the same Salary Item more than once, to Split and Allocate that $52,000 each paycheck. Example:

 

We pay weekly, so I want to Split the time as 1/4 and 3/4. I can use 10 and 30, as Unit, or even simply put 1 and 3 = 4 is the computation.

 

Salary 1 Class A = 1/4 is allocated here

Salary 3 Class b = 3/4 just got allocated here

 

I showed it in the previous paycheck detail attachment.

Level 2

Re: Payroll

I don't know if 2019 Premier plus Non Profit edition is different but no matter what you are saying, 

when I go to a new employee for example and I set up payroll I set up as bi weekly and choose

class and then enter under earnings salary and the amount...

Then I go into payroll, open payroll detail for the individual,   and it shows the item name salary, and rate based on 26 payroll checks.  I click on item and choose salary again under item name and it

automatically split the check one half...if I do a third line it splits into 1/3 each line item.  

I just did it with just two lines that were split one half and I attempted top change the first line to the portion CDC would be paying and it takes the amount but pops up with error message "you cannot change because there are no hours attached to it..." so I put in 1 hour on each line and then go and change the amounts and it takes the first amount correctly but then when I go down to the next line and put a different number it changes the top number to that amount and the individual would not be paid the correct total amount.

I am sorry that I cannot get it to look the way your example shows but it will not work.  Any further explanation or solution?  I promise you I have set up as indicated above.

Level 2

Re: Payroll

I should have said that I cannot get it where it will breakdown the total paid in the amounts

I try no matter what I enter.  I did not explain that I understood that I could enter under "hour" an estimate of say 30.52 and it would get close to how I wanted it to break the class amounts.  You are correct that can be done and you were a very patient individual to see me through until I

understood about adding the "hour" column and it would accept two or more payroll line items. 

For most people this would probably work but I would hate to have to do two line items each

payroll check for fear I would forget.  I do nearly 34 payroll checks every other week and most are not a problem on class; they are one or the other.  Hope your insight helps others who might be able to use this more simply.  

View solution in original post

Level 15

Re: Payroll

You asked how to Split it. Yes, that requires Multiple Lines. You won't forget, because this is part of your needs. And you are allocating salary. You can change individual line amounts, but the Total still is Salary divided by 26. You don't need Units, but that helps you to allocate. It's up to you to split it how you need to split it. And I showed that starting from the timesheet is the easiest way to split and allocate, class and job track. Set preferences and the employee default and each employee for Pay from time data, so the timesheet dates and tasks are passed to the paycheck details for you.

Level 1

Re: Payroll

You are using the wrong account for DD employees.

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