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bkehl
Level 1

Using Location tracking for Payroll in QBO

I have figured out how to use class tracking for payroll - where I can assign various employees and their payroll amounts to different classes.

 

But how do you assign different employees to different locations? (I am talking about the class and Location tracking feature, not physical address work locations )

 

Or, is there a way to link a class to a location...so that I can assign the employees to a class...and thereby also assign their payroll amounts to a specific location?

 

Thanks.

Solved
Best answer December 29, 2020

Best Answers
Catherine_B
QuickBooks Team

Using Location tracking for Payroll in QBO

Hello there, bkehl.

 

The option to use the Location tracking feature for payroll and link them to your classes is unavailable. Once you assign a class to each employee in the payroll settings, payroll will automatically be categorized. You can run reports by class so you can keep track of your payroll expense and such. 

 

Let me know if you have other questions. Stay safe and have a great day!

View solution in original post

7 Comments
Catherine_B
QuickBooks Team

Using Location tracking for Payroll in QBO

Hello there, bkehl.

 

The option to use the Location tracking feature for payroll and link them to your classes is unavailable. Once you assign a class to each employee in the payroll settings, payroll will automatically be categorized. You can run reports by class so you can keep track of your payroll expense and such. 

 

Let me know if you have other questions. Stay safe and have a great day!

View solution in original post

bkehl
Level 1

Using Location tracking for Payroll in QBO

Thanks for responding.

 

So to clarify - there is no way to use the location tracking feature with payroll, with multiple locations? All payroll expenses will automatically go to the default location ?

bkehl
Level 1

Using Location tracking for Payroll in QBO

Thanks for responding.

 

So to clarify, the location tracking feature does not work with payroll expenses, and multiple locations?  All payroll expenses default do the main location ?

MaryLurleenM
Moderator

Using Location tracking for Payroll in QBO

The location tracking does not apply to payroll transactions, bkehl.

 

However, you can add the location details in the paycheck's memo field. Then, run a report and customize it to add a Memo column.

  1. Open the paycheck and go to the bottom section.
  2. In the paycheck's Memo field, enter the division details.
  3. Once done, go to Reports and run the Recent Transactions report.
  4. Click Customize, then filter the Rows/Column by DateTransaction TypeNameMemo/Description, and Amount.
  5. Also, in the Filter drop-down, select the Payroll check in the Transaction Type drop-down.
  6. Click Run Report.

If you have any other questions, please feel free to ask.

christchurchchatt
Level 1

Using Location tracking for Payroll in QBO

Hi, wow, that's very unhelpful. It results in all of our reports when dividing by Location to have a whole column of "Not Specified" for payroll transactions. Is this location tracking payroll transactions planned to be added soon?

ChristieAnn
QuickBooks Team

Using Location tracking for Payroll in QBO

Hi there, christchurchchatt.

 

Welcome to QuickBooks Community. This isn't the kind of experience I want you to feel with the availability of features while using QuickBooks Online.
 

We are unable to provide a specific timeframe for when the location tracking feature will be added to the payroll transactions. Rest assured, I'll take note of your idea so that it's included in other customers' requests for future product enhancement of QuickBooks Online. Our engineers are looking for great ideas from users, like yourself, when deciding how to enhance the program.

 

To see additional information about how location tracking is used and how it works, you can refer to this article: Set up and use location tracking.

 

 I also suggest visiting our QuickBooks Blog to know about the latest news and updates from QuickBooks Online.

 

Please stay in touch, and come back to the Community if you have any further questions or concerns. I'm always happy to help.​

Fiat Lux - ASIA
Level 15

Using Location tracking for Payroll in QBO

@christchurchchatt 

You may record payroll data as Journal Entries to define Class and Location.

RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
10101/10/2020Wire TransferFALSE  Savings-50.00Credit Savings   
10101/10/2020Wire TransferFALSE  Checking50.00Debit Checking   
10201/10/2020Wire TransferFALSE  Savings200.00Debit Savings   
10201/10/2020Wire TransferFALSE  Checking-200.00Credit Checking   

 

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