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Join nowOur tribal organization utilizes QuickBooks Enterprise Non-profit 20.0 R13P software and is in the process of working towards the data integration phase with a third party grants management tool. The basis of the core datasets will be stemming from the profit and loss by class reports. One of the sections of the report focuses on the salary and wages, payroll taxes, and worker's compensation expense. We used a third party tool, QXL, to export the data. The initial table tie in was to go from the Transaction table (EntityRefListID) to the Entity table (ListID) and to the Employee table (ListID). The last is from the Employee table (PayrollInfoClassRefListID) to the Class table (ListID). During payroll, when the employee is using the initial set up to a class, which is stored in the Employee table, the one-to-one connection provides the results I am looking for. However, it is only a partial result. There are instances during payroll where an employee can be assigned multiple Class designations. I have been looking for the proper table(s) that could provide insight to what the connections would be to account for multiple Class designations to an employee. Any assistance could be useful.
Solved! Go to Solution.
So, aside from the QuickBooks user end on associating multiple Class to an employee during payroll, I have stumbled across the answer through a third party tool, QXL. The QXL contains a stored procedure called CustomTxnDetail Report where I was able to include the column, Class, into the report, along with similar column fieldnames associated with the Transaction table. Aside from the QXL list of tables I exported, I had a difficult time in tracking the connection from the Transaction table to the Class table. Using the stored procedure CustomTxnDetail has allowed me to make those proper connections.
Hello, jphenryjr.
Allow me to provide with some information on how you can include multiple classes to an employee in QuickBooks.
With QuickBooks Desktop, you can assign multiple classes once you've created a paycheck and add it in the paycheck details. Ensure you have set up your class tracking in Preferences.
Here's how:
Now, you can assign classes for your payroll transactions. Here's how:
For more details about class tracking check out this article: Set up and use class tracking in QuickBooks Desktop.
If you have any other questions, feel free to post here anytime. Thank you for your time and have a nice afternoon. Stay safe!
I appreciate the approach from the software interface. However, my question pertains from the database perspective, more specifically on the tables themselves. Is there a table set up in QuickBooks that tracks the Class Tracking during payroll in the instance where an employee can have multiple Class designations?
Thank you for following up, jphenryjr.
Let me share an idea on how you can assign multiple class for an employee in QuickBooks Desktop.
You can set up class for each earning item you assign for your employee. This way, you'll be able to track multiple classes for each employee.
Here's how:
You should be able to see the Class column in the Preview Paycheck window and assign one class for different earnings item. I've added this link for more information: Tracking payroll expenses by class, department, or location.
Check out this article to learn more about class tracking in QuickBooks Desktop: Set up and use class tracking in QuickBooks Desktop.
Don't hesitate post or comment for any follow up questions about class tracking. I'll be around if you need help. Have a good one!
So, aside from the QuickBooks user end on associating multiple Class to an employee during payroll, I have stumbled across the answer through a third party tool, QXL. The QXL contains a stored procedure called CustomTxnDetail Report where I was able to include the column, Class, into the report, along with similar column fieldnames associated with the Transaction table. Aside from the QXL list of tables I exported, I had a difficult time in tracking the connection from the Transaction table to the Class table. Using the stored procedure CustomTxnDetail has allowed me to make those proper connections.
Hello @jphenryjr,
I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.
We love to see members supporting one another! Have a great day.
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