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How to assign class to payroll expenses?

 
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Best answer 03-19-2019

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Moderator

Re: How to assign class to payroll expenses?

Hello cindyherrmann1,

 

In QuickBooks Online Payroll, you have the option to assign a class for each employee. For now, I'll take note of your question as a product feature request. I'll personally send it to our engineers.

 

Let me share the steps how to assign a class for each employee:

  1. Click on the Gear icon.
  2. Select Payroll Settings.
  3. Choose Accounting.
  4. In the Classes section, select I use different classes for different employees.
  5. Click on OK.
  6. In the Preferences - Employee Classes section, assign a class for each employee. 
  7. Click on OK.

If you have any questions, please let us know. We'll be right here to help. 

9 Comments
Highlighted
Moderator

Re: How to assign class to payroll expenses?

Hello cindyherrmann1,

 

In QuickBooks Online Payroll, you have the option to assign a class for each employee. For now, I'll take note of your question as a product feature request. I'll personally send it to our engineers.

 

Let me share the steps how to assign a class for each employee:

  1. Click on the Gear icon.
  2. Select Payroll Settings.
  3. Choose Accounting.
  4. In the Classes section, select I use different classes for different employees.
  5. Click on OK.
  6. In the Preferences - Employee Classes section, assign a class for each employee. 
  7. Click on OK.

If you have any questions, please let us know. We'll be right here to help. 

Community Explorer **

Re: How to assign class to payroll expenses?

Thank you.  I did that and it did not work the first time.  I went back in a couple of days later as I needed to run payroll and did it again and this time it worked.  Thank you!

QuickBooks Team

Re: How to assign class to payroll expenses?

Hi there, @cindyherrmann1.

 

Happy to know that the steps provided by my colleague GarlynGay worked on your end and was able to assign a class to each employee successfully.

 

For more information about class tracking in QuickBooks Online, you may check this article: How to set up and use class and location tracking.

 

Please know that I'm always here to help you if you have any other payroll concerns, just add a post/comment below. Have a great day ahead!

Experienced Member

Re: How to assign class to payroll expenses?

Our company manufactures products.  We use QB Enterprise and assemblies. 

 

When the production workers are making the products we do not know the class in which they will be used; medical, household, commercial, government, etc.  We only know the class upon sale.  I'd like the production labor to show up properly in the P/L by Class Report, but I cannot figure out how to make that happen.  I put labor in the BOM for the assembly items and then assign a class on the invoice, but the underlying labor remains unclassified.

 

I use a service item called "Production" on the timesheet (and assembly BOM), and report expenses under "Production Wages" in the CofA.  But they remain unclassified.   

QuickBooks Team

Re: How to assign class to payroll expenses?

Joining this thread to help with your question about unclassified transactions, RenoDavid.

 

It's possible that the assembly item (that includes the underlying labor) wasn't assigned to a class in the Class column when the invoice was created. 

 

Let's open each invoices and make sure to assign a class beside the assembly item (see attached screenshot). Once done, run your Profit and Loss by Class again and check if the amounts are moved from Unclassified to the appropriate class. 

 

Add another reply below if you want to ask follow-up questions.

 

class.PNG

Experienced Member

Re: How to assign class to payroll expenses?

My Invoice did not have class as a column, so I went to Customize Data Layout/Columns and checked Class for view and print.   It automatically put "2 Med 2" in the class for the item.  

 

I saved the form and refreshed the P/L but the labor still all shows up as unclassified on the P/L by Class. 

 

See the attached word doc for various screenshots.  Thank you for your help.

QuickBooks Team

Re: How to assign class to payroll expenses?

Hi there, RenoDavid.

 

Thanks for giving the above steps a try. I appreciate you for letting us know the result of the recommended solution.

 

Making sure that you assign the correct class on your assembly should resolve the issue. However, if it doesn't work, I'd recommend contacting our Customer Care Team so they can conduct a deeper investigation.

 

Here's how you can reach us:

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. In the Have a Question? window, click Contact us.
  3. Enter the details of your concern and click Continue.
  4. Choose how you want to reach them and enter the needed information.​

Also, for future reference you can check this article to learn more about tracking payroll expenses by class, department, or location.

You can also have this article handy to know more about customizing reports in QBDT: Understand reports.

 

Let me know if you have any other QuickBooks or payroll questions, I'll always be here to help you.

Experienced Member

Re: How to assign class to payroll expenses?

When I "Click Help at the top menu and select QuickBooks Desktop Help", nothing happens.  No window.

QuickBooks Team

Re: How to assign class to payroll expenses?

Welcome back to the Intuit Community, @RenoDavid.  


Thanks for sharing the results of following the steps from @Charies_M.


Before contacting our Technical Support Team, I have another troubleshooting step you can try for the unclassified transactions to show as classified.


To begin, run the Rebuild Data tool to repair the problem in your QuickBooks company file. Next, perform the Verify Data Utility tool to check for damaged file items.


For detailed instructions, follow the steps below.

 

  1. Open your company file and click on the File menu.
  2. Choose the Utilities tab, then select Rebuild Data.
  3. In the Rebuild Data window, hit on the OK button to continue.
  4. Create a backup copy of the data file to avoid accidental loss and select OK.
  5. Once the backup file is successfully saved on your desktop, the data rebuild process will start automatically.
  6. After completing the process, the application will display Rebuild has completed.
  7. Click OK.


Next, run the Verify Data tool to check for the remaining data damage. From the link I attached, go directly to Step 2 for detailed instructions.

 

If you continue to get the same result, I recommend contacting our Technical Support Team for further assistance. Since you're unable to see the pop-up window to view the contact information, press F1 on your keyboard to display the Help window.

 

To get the detailed information on how to reach them, check out these steps.

 

  1. In the Have a Question window, scroll down and click on the Contact Us link.
  2. Enter the issue/topic in the field box.
  3. Select on how to connect with us: Message an Agent or We’ll call you.

Stay in touch if you have any questions or concerns working in QuickBooks. Please know I'm always here to help.