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thomas5
Level 1

How can I link specific paychecks (including all deductions and EE/ER taxes) to a specific customer, so it shows up on the P&L By Customer Report?

I need to be able to show reporting for a specific employee against a specific customer for P&L purposes and can't quite determine how to do it.
4 Comments 4
RenjolynC
QuickBooks Team

How can I link specific paychecks (including all deductions and EE/ER taxes) to a specific customer, so it shows up on the P&L By Customer Report?

Hi thomas5,

 

Right now, associating an employee's paycheck to a specific customer is not possible. You can, however, use the class tracking feature, then set up your customer as classes.

 

Here's how:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under List, click All List.
  3. Click the Classes link, click New.
  4. Enter the customer's name in the Class Name field, and then click Save.

Once done, go back to the Gear icon and click Payroll Settings under Your Company. Then, follow these steps to assign the classes:

  1. Under Preferences, click Accounting.
  2. Scroll down to the bottom, and choose the option on how you'd like to assign the classes to the transactions.
  3. Click OK.
  4. Under Classes choose the class you created, then click OK.
  5. Scroll down and under Want to update existing transactions, too?, change the Starting Date and click Update.
  6. Click OK.

Then, run the Profit and Loss by Class report under Business Overview.

 

I'd also suggest sending feedback to our Product Development Team by clicking the Gear icon and selecting Feedback. All feedback goes to them, and every update in QuickBooks is based on our customer's suggestions. 

 

Feel free to reach out to us if you have any additional questions. Thanks.

qbteachmt
Level 15

How can I link specific paychecks (including all deductions and EE/ER taxes) to a specific customer, so it shows up on the P&L By Customer Report?

Employee taxes have nothing to do with this. Your Payroll Math for any one paydate is:

Gross Wages + Employer taxes

 

The amounts withheld for the employee to be sent on as tax payments are Never Expense. The Gross Wages already is the Expense. Job tracking would be Gross Wages, not Tax Liability for the employee amounts. Don't confuse the Banking with Expense.

thomas5
Level 1

How can I link specific paychecks (including all deductions and EE/ER taxes) to a specific customer, so it shows up on the P&L By Customer Report?

Thank you for your response.

 

I'm currently tracking other expenses by Customer, not Class, so this isn't the best solution.

 

What would it take to implement this, as it's already in place for general expenses?

 

Thank you.

JenoP
Moderator

How can I link specific paychecks (including all deductions and EE/ER taxes) to a specific customer, so it shows up on the P&L By Customer Report?

Hi there, thomas5.

 

I would still suggest sending feedback, similar to what was previously shared. Tracking payroll expenses or liabilities by customer are currently not available in QuickBooks Online. 

 

The more suggestion they get about a specific feature, the more likely it will get implemented. 

 

Let me know or visit us again in the Community if you have other payroll questions. We're just around to help you again.

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