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Community Contributor *

Recent payroll not showing up in Project report

I've been using and enjoying the recent changes to the Projects feature, which finally allows tracking for payroll expenses on a per-project level. 

 

Since the feature was rolled out, my payrolls have consistently shown up associated with each project as per the timesheets (entered using the "weekly timesheet" feature). However, this past payroll on 17/05/2019 is not showing up under the expenses for any of the associated projects. This is an anomaly and all previous payrolls have shown up. Time activities and costs are still being recorded under the "Time Activity" tab. I don't believe I did anything differently this time.

 

Wondering if anyone has had the same issue, and if it's just a bug, or if there's been a change in the feature. Thanks!

Solved
Best answer 05-22-2019

Accepted Solutions
Moderator

Re: Recent payroll not showing up in Project report

Thank you for getting back, @JaymeL.

 

Yes, you're correct. The payroll expense is associated with the projects by using the timesheets. The payroll for the project needs to be recorded as billable to show in the report. 

 

I've checked if there's an ongoing investigation about this specific scenario, however, there are no results at this time. Since you're getting this unexpected result in your end, I'd suggest reaching out to our Online Specialist so they can check this further using their tools.

 

They can securely pull up your account to check and verify these payroll transactions and help you further in making your recent payroll show on your Project report.

 

Please keep me updated with the results. I wanted to ensure you get all the help you need for your projects. Have a good one.

7 Comments
QuickBooks Team

Re: Recent payroll not showing up in Project report


Appreciate the complete details of your concern, @JaymeL.

 

Tracking your project related payroll expenses is a two-part process. Let’s review how you record timesheets and run payroll to ensure it’s associated with the project expenses. 

 

Here’s how:

  1. Enter your employees’ weekly timesheet.
    1. Click the Plus Icon.
    2. Choose Weekly Timesheet.
    3. Select the worker or employee and the pay period.
    4. Choose the project from the Choose a customer or project drop-down.
    5. Fill out the timesheet.
    6. Check the Billable (/hr) box next to each activity.
    7. Enter the billable rate as needed
  2. Make timesheet billable.
    1. Go to the Projects menu.
    2. Choose the project you’re working on.
    3. Select the Transactions tab.
    4. Click the Add to project drop-down button.
    5. Choose Invoice.
    6. Complete the invoice and send it to your customer.
  3. Run Payroll.
    1. Go to Workers tab.
    2. Choose the Employees tab.
    3. Click the Run Payroll button.
    4. Complete the payroll process.
  4. Generate the Project Profitability report.
    1. Click the Reports menu.
    2. Choose the project you’re working on.
    3. Select Project Reports tab.
    4. Click the Project Profitability view link.

You can check out these articles for additional insights:

Fill me in if you have other questions about managing project-related income and expenses. I’m just a post away.

Community Contributor *

Re: Recent payroll not showing up in Project report

Thanks for the reply!

 

We aren't billing the customer for time activities, and I haven't had to make the timesheets billable before since this feature was rolled out. I've attached the project expenses page, showing the previous payrolls' wages accounted for in the project expenses. This last payroll is the only one that hasn't automatically been added to the project expenses. 

Moderator

Re: Recent payroll not showing up in Project report

Hello there, @JaymeL.

 

I appreciate you following up about the payroll that hasn't automatically added to the project expenses. Allow me to step in and share additional information about this.

 

In QuickBooks Online, we don't have the option to enter the project when creating paychecks for your employee so this functionality can't connect with the project directly. 

 

However, this can be done by recording timesheets. My colleague @juVielL  provided this as an option if you need to run a payroll that would associate with the project expenses.


Based on your given screenshot, it seems you've recorded the payroll expenses by creating a check/expense in your QuickBooks. Let me refer you to my sample in creating an expense with the Customer/Project.

 

 

You can click the expenses to route you directly to the Transaction report. This way, you can view how this was recorded in QuickBooks.

 

 

 

Keep me posted if you have additional questions about your Project report. I'm here to help however I can.

Community Contributor *

Re: Recent payroll not showing up in Project report

Hi Lily,

 

Thanks for the reply! I was using the method explained in the Projects training video linked at the top of the Projects pane in QBO, by entering the payroll information through the weekly timesheets function. 

 

When I click "Payroll expenses" in my Projects, it shows the pay cheque list attached. All the previous payrolls have come through successfully, automatically associated with the projects based on my timesheets. 

 

I'm just wondering if this is a known issue recently, as it's always been working as intended before and I haven't been doing anything differently that I know of. 

 

Thanks!

 

https://youtu.be/7DkaSA06RdA

In this QuickBooks Online tutorial you'll get an overview of the Projects feature that allows you to track income, material costs and labor expenses for each of your projects. Specifically, you'll learn: Where to see all your projects and a snapshot of their profitability Where to assign costs to
Moderator

Re: Recent payroll not showing up in Project report

Thank you for getting back, @JaymeL.

 

Yes, you're correct. The payroll expense is associated with the projects by using the timesheets. The payroll for the project needs to be recorded as billable to show in the report. 

 

I've checked if there's an ongoing investigation about this specific scenario, however, there are no results at this time. Since you're getting this unexpected result in your end, I'd suggest reaching out to our Online Specialist so they can check this further using their tools.

 

They can securely pull up your account to check and verify these payroll transactions and help you further in making your recent payroll show on your Project report.

 

Please keep me updated with the results. I wanted to ensure you get all the help you need for your projects. Have a good one.

Frequent Explorer *

Re: Recent payroll not showing up in Project report

Was this ever fixed?  I have just started having the same problem. I called the phone support, and they took a bunch of screen shots and told me that it would be escalated, but I have not heard back yet.

Thank you!

Community Contributor *

Re: Recent payroll not showing up in Project report

Unfortunately, when I spoke to them they suggested deleting the most recent payroll and rerunning it, and that worked to fix it. It has since happened again, and the same solution fixed it too. It feels super weird to delete the pay run and do it again, but apparently there's no negative repercussions and worked fine!