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ExecCoach
Level 2

QB online & Online Payroll, how to set the expense account charged for employee reimbursements via payroll?NOT asking how to set-up new types of reimbursement.

 
3 Comments 3
Angelyn_T
Moderator

QB online & Online Payroll, how to set the expense account charged for employee reimbursements via payroll?NOT asking how to set-up new types of reimbursement.

Hello, @ExecCoach.

 

You can set up an expense account from the Chart of Accounts then assign it to your employee reimbursement through the Payroll Settings.

 

Here's how to set up an account from the chart of accounts:

 

  1. Select Chart of accounts from the Gear icon.
  2. From the Chart of Accounts window click on New beside Run report.
  3. Pick the correct detail type from the Account Type section (Expenses).
  4. Choose a Detail Type (Payroll Expenses).
  5. Add the account name, then save the transaction.

Once completed, assign the account to your employee.

 

  1. Go to the Gear icon.
  2. Select Payroll settings.
  3. Click on the pencil icon beside Accounting.
  4. Make the necessary changes from there.
  5. Hit Done to complete the set-up.

Let me know if you have any other questions. I'm always here to help. Have a good day!

ExecCoach
Level 2

QB online & Online Payroll, how to set the expense account charged for employee reimbursements via payroll?NOT asking how to set-up new types of reimbursement.

It is a bit different in "QB online with Online Payroll"

Gear

Under Your Company select Payroll Settings

Under Preferences select Accounting

Under Wage Expense Accounts select I use different accounts for different wages

 

JamesDuanT
Moderator

QB online & Online Payroll, how to set the expense account charged for employee reimbursements via payroll?NOT asking how to set-up new types of reimbursement.

Thanks for the screenshot and for getting back to us, ExecCoach.

 

You're on the right page. This is where you can set the expense account for the reimbursement. If you haven't created an expense account, you can follow the first 5 steps suggest by Angelyn_T.

 

After that, you can go back to Accounting Preferences (Wage Expense Accounts) page to set the reimbursement.

 

You might also want to browse this article for reference on how to reimburse an employee in QBO.

 

We'll be right here if you have additional clarifications about the process.

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