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November 18, 2021
Question

Class tracking in payroll

  • November 18, 2021
  • 1 reply
  • 1 view

Our QB preferences are currently enabled for class tracking.  We have found an issue that the classes that are entered on the weekly timesheet entry line for a specific project and class are not pulling over to the paycheck.  It shows information on the timesheet with the project and correct class, but when you look at the paycheck for that person it has pulled it in and is showing the project but the class as overhead.  This is affecting our reports because we run project time by class and we end up showing too much in overhead and have to go back and manually adjust all the classes on the paycheck.  It is creating a lot of extra work when the information should already be coming over.  Is there something we don't have set up correctly?

1 reply

Level 9
November 19, 2021

Hello there, TLStoddard.

 

I can help you troubleshoot the class tracking feature in your paychecks. 

 

The class tracking feature and should show properly. Also, any payroll report that includes the class field is looking at your Paychecks, not your time records. With that being said, let's try a few basic troubleshooting steps to help eliminate any issues that may be occurring in the system. Using our Verify and Rebuild Data tool will allow this information to appear. Don't worry. It only takes a few easy steps. Here's how: 

 

  1. Choose the Window menu and hit the Close all option. 
  2. Go to the File menu. 
  3. Hover over Utilities
  4. Pick Verify Data
  5. If you see the option that there's an issue within your company file, you can go through steps 2-4. However, select Rebuild Data instead. 
  6. Press OK when prompted to backup your company file. 
  7. After the backup is finished, the Rebuild Data Utility will start. 
  8. Hit OK when you see this message: "Rebuild has completed." 

I'm adding this article for more information: Tracking payroll expenses by class, department, or location. To view other guides and tutorials, feel free to visit our general help topics page. 

 

If you have additional questions about class tracking, please don't hesitate to ask. I'm here to help however I can. Have a good one.

November 19, 2021

The issue is the class information is not moving correctly from the time sheet to the paycheck.  Thus the reports based on the paycheck information are not correct.

Level 5
November 19, 2021

Hey GlenYoung007,

 

Thank you for reaching out to the QuickBooks Community! In this case, since the rebuild didn't correct the issue, I believe contacting our Support Team will be the best bet. They will be able to do a screen share and double-check to see how the items are set up and if it is set up accurately and run some other test. To connect with us, follow these steps below:

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Enter a brief description of your concern, then click Contact Us.
  3. To the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We'll provide you with a few options. You choose which one is best for you.

In case you have any other QuickBooks concerns in the future, you may check our self-help articles: Help articles for QuickBooks. Let me know if you need anything else or if you have additional questions about QuickBooks. I'll be here to help.