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swalton1
Level 1

Using tags for journal entries from third party payroll app

I've just discovered Tags and I love them!! I spend a few hours going through my 2020 expenses and tagging all the expenses to the different jobs/projects we're working. I can't tell you how great it is to have this information without having to manually track it in Excel. (I'm using Online Simple Start) The problem is I can't figure out how to tag my payroll. I read on here we aren't able to tag journal entries yet, but my third party payroll app transfers my payroll to QB a journal entry. Is there a way to convert the journal entry to an expanse that can be tagged? I only have 3 employees and only 2 of them work jobs/projects that need tags.

I was thinking of mapping all the payroll to a temporary account, then crediting it out of there and debiting it into the correct payroll account.  Would that work to change it to a expense that could be tagged? 

1 Comment 1
Rose-A
Moderator

Using tags for journal entries from third party payroll app

It's good to see you here in the Community, swalton1.

 

I appreciate the details you shared about how Tags feature can help you in managing your transactions in QuickBooks Online.

 

Since every payroll journal entry are set up differently, the option to convert them into an expense is currently unavailable in QuickBooks Online.

 

You can get more details about this in this write-up: Manually enter payroll paychecks in QuickBooks Online. This will give you in-depth details on how to track your payments and other payroll liabilities.

 

In the meantime, I'd encourage you to visit our QuickBooks Blog site. This way you'll stay informed about the product updates as well as business tips from our accountants.

 

In case you want to reconcile the account, you can follow the guide in this article: Reconcile an account in QuickBooks Online.

 

You're always welcome to post any concerns you have in this space. I'll be here if you need assistance with QuickBooks or have follow-up questions about products and services. Have a great day!

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