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Dave Z
Level 1

Budget and online payroll

Hi,

 

I'm setting up a church budget for 2020, using QB Desktop Premier 2017 for non-profits. 

 

The budget uses the chart of accounts, but I want to include payroll in the budget.  Payroll numbers, imported when Intuit send payroll from Online Payroll show up in the line item "Payroll Expenses" in the chart of accounts, as several lines (for taxes, etc), with some expenses under payroll liabilities.  Also, all employees are grouped together.  I would like individual payroll numbers to show up in my budget.  If I understand correctly, that means they need to show up in my Chart of Accounts.

 

Do I understand correctly?  If so, how should I proceed?  If not, what's a better way to do this?

 

Thanks!

Dave

1 Comment 1
MaryGraceS
Moderator

Budget and online payroll

Hi there, @Dave Z.

 

Yes, your imported payroll transactions need to show up in the Chart of Accounts so that they'll be included in your budget for 2020. To do that, you need to export an updated file of your payroll data. This way, you can use different accounts for each employee.

 

To avoid duplicates, you can delete the payroll checks in the register. Before doing so, I recommend creating a back up to make sure everything is covered. 

 

The following article provides the detailed steps on how to manually save your company and payroll forms, as well as how to schedule automatic backups: Save a copy.  

 

Then, edit your export preferences. Let me guide you how: 

  1. Sign in to your Intuit Online Payroll account. 
  2. Select the Setup tab.
  3. Under Export, click the Preferences link.
  4. In the Wage Expense Accounts field, select the I use different accounts for different groups of employees radio button. 
  5. In the Tax Expense Accounts field, select I use different accounts for different groups of employees.
  6. Enter the account and make sure to use the same name and number you created in QuickBooks Desktop.
  7. Hit OK

For more details, I've attached an article below to create a budget, forecast, and review the data after saving it: Use your data to create budgets and forecasts.

 

Let me know if you have any other issues or concerns in the comment section. I'll be here to help. Have a wonderful day!

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