How do I assign a Class to an Employee?

We can assign a class you the employee's profile, ptownbro.

Before proceeding, let's turn on the class tracking feature in QuickBooks Desktop. Here's how:

1. Open your company file.
2. Go to the Edit menu, then select Preferences.
3. Select Accounting, then go to the Company Preferences tab.
4. Choose the Use class tracking for transactions checkbox.
5. If you want a reminder when you haven't assigned a class, select the Prompt to assign classes checkbox.
6. Click OK.

Then, set up class categories. I'll guide you how.

1. Go to the Lists menu, then select Class List.
2. From the Class drop-down menu, select New.
3. Enter the class name.
4. If it's a subclass, select the Subclass of checkbox and find the class it's under in.
5. Select OK to add it.

Once done, we can now assign a specific class to your employee. I recommend following these steps:

1. Go to the Employees menu.
2. Select Employee Center.
3. Locate the name of the employee you'd like to assign a class, then double-click to open.
4. On the Information for [Name of the employee], click Payroll Info.
5. On the Class drop-down menu, select the specific class.
6. Once done, click on OK.

I've attached a screenshot for visual reference:

Please note that adding a class to the employee's profile will not display a class to the report. The class depends on the transactions of the employee. You’ll have to ensure that the class is associated with the employee’s paycheck. To learn more about the process, please refer to this article: Tracking Payroll Expenses by Class, Department, or Location.

Additionally, I've added an article that'll help you pay or file your payroll taxes online: E-File and E-Pay in QuickBooks Desktop.

It's always my pleasure to assist you. Please know that I'm only a few clicks away if you have other concerns or questions.

Thank you for the reply. However, I do not have the "Payroll info" tab you depicted in one of your images.

I'm not using your payroll feature by the way because we do not use QuickBooks Payroll. Does that need to be turned?

Thanks for getting back to us, @ptownbro.

The steps provided by my colleague are for QuickBooks Payroll users only. Since you don't have QuickBooks payroll, you'll want to consult your payroll provider to check if they can add the class from the employee settings.

On the other hand, if you're recording payroll as a journal entry in QuickBooks, you can add a class from there.

In case you need help with other tasks in QBDT, you can browse for specific topics here and look for responses that fit your concern.

Keep me posted if you still have questions or concerns with QuickBooks. I'll be around to help. Take care and have a great weekend ahead.

Hello, 

Where is the option for this in QuickBooks Online with Payroll? I do not see the option to assign an employee to a specific class. It sounds silly that this would only be available in QuickBooks Desktop version. 

Thank you 

Hi there, kmartinez

Thank you for visiting again the QuickBooks Community. I'll ensure to share details or steps so you can assign a class to an employee in QuickBooks Online.

The platforms for QuickBooks Online and QuickBooks Desktop are different. There are several features and processes that work differently and are meant to work independently. That said, the option to assign an employee to a specific class is located in the Accounting section under the Payroll setting. Beforehand, you'll have to make sure that the Classes feature is turned on in the Account and settings.

Here's how:

1. Click the Gear icon.
2. Select Account and settings.
3. In the navigational bar, click the Advanced tab.
4. Select Categories.
5. Turn on Track classes and Tracking locations.
6. Click Save and Done.

For more information about class tracking in QuickBooks Online, you may check this article: How to set up and use class and location tracking.

After that, you can now go to the Payroll setting and start assigning different classes for various employees. You can follow the steps below.

1. Click the Gear icon and choose Payroll settings.
2. Go to the Accounting section and click the pencil icon.
3. Scroll down and select the Class Tracking option so you can click the pencil icon.
4. Choose the I use different classes for different employees radio button.
5. Select a specific class in the drop-down arrow beside the employee's name.
6. Click the Continue button. Then, Done.

Additionally, you may want to consider running reports by class in QuickBookBooks Online. Doing so helps you keep a close eye on each segment in your business.

Please know that I'm always here to help you if you have further questions about class tracking or any other payroll concerns, just add a post/comment below. Have a great day ahead!

What if I just want to put a class for one employee?  It wont save it when I use the drop down menu.  It wants me apparently to do it for all of the employees

Thanks for joining the thread, @bhall415. I'll share some details about assigning a class for a specific employee in QuickBooks Online (QBO).

In QBO, when you assign a class to an employee, know that you'll also have to add a class for other employees in your company. Otherwise, you won't be able to save what you've assigned. You can consider creating two different classes to get through this. One is for that specific employee, and the other is for the rest of the employees inside your QBO company.

Additionally, here's an article to help you manage your payroll expenses by class: Set up and track your payroll expenses by class.

You can also check this page to learn how to handle classes in QBO: Create and manage classes in QuickBooks Online.

@bhall415, if you have any additional QuickBooks-related concerns or need help performing specific tasks in QuickBooks, don't hesitate to click the Reply button below. I'll be here, and I'll help you right away. Take care! 

Is it possible to assign a location, instead of a class, to each employee?

I appreciate you joining the thread, @sewco. I'm glad to share insights about assigning classes or locations to each employee in QuickBooks.

I understand that you want to assign a location to your employees instead of a class. Classes are only the option for now. However, you can always add the details to the employee's address as a workaround.

If you're using QuickBooks Online (QBO), you can follow these steps:

1. Go to Payroll, then Employees.
2. Select your employee's name.
3. Select Start or Edit on the section you want to update. 
4. Enter the employee's details, then Save.

If you subscribe to QuickBooks Desktop (QBDT), check out the steps provided in this article under QuickBooks Desktop Payroll as your reference: Edit or change employee info in payroll.

While the feature is unavailable, I recommend sending feedback directly to our developer team. Rest assured they're working nonstop to enhance the product and deliver the best experiences for all QuickBooks users.

Here's how:

1. Sign in to your QBO account.
2. Go to the Gear icon at the top, then Feedback.
3. Enter your comments or product suggestions.
4. Hit Next.

Once done, your valuable suggestion goes to our designated team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

I'm looking forward to hearing from you again. If you have any other concerns, let me know by utilizing the comment section below. Have a good one!