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rachel
Level 3

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

We have technicians who are fluid between mitigation and repairs, so we are trying to figure out the best way to track their gross wages for payroll reporting for worker's compensation. Mitigation and repairs belong in different classes, and we don't have a way to differentiate between them on our reporting. So I want to be able to assign a service (which our techs choose on their time cards) to a wage class for reporting purposes. We don't currently use the Chart of Accounts numbering system. Any thoughts or help is appreciated!
15 Comments 15
Kristine Mae
Moderator

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

I've replicated your concern on my sample file, Rachel. I was able to assign a worker's comp class to a service when I created a timesheet.

 

I'll guide you how:

  1. Click the New or Plus sign (+) icon.
  2. Select Weekly timesheet.
  3. Select the employee, customer, and service item.
  4. In the Choose a class field, select the worker's comp class.
  5. Tick the Billable box, then enter the hours.
  6. Click Save and close.

 

When you pull up the Time Activities by Employee Detail report and customize it to show the classes, the service is tracked to a specific class. Here's how:

  1. Click Reports.
  2. Enter Time Activities by Employee Detail in the Find report by name field.
  3. Click Customize, then go to Rows/Columns.
  4. Click Change columns.
  5. Tick the Class box, then click Run report.

 

 

I'll share some articles that can help you:

As always, I'd suggest conferring with your accountant on the best way to handle this.

 

If you have additional questions, please feel free to reach out to us. We're right here to help you. 

rachel
Level 3

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Thank you for the reply, Kristine.  I actually have started doing this.  However, unfortunately, the time activities report cannot be used to report wages.   When I compare the time activities billing total with wages totals on job profitability they often don't match, although they will be somewhat close.   I need to be able to connect the services to actual wages paid, or an alternate setup. 

 

 

JoesemM
Moderator

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Thanks for getting back to us, @rachel.

 

You'll want to set up and create projects to track the profitability properly in QuickBooks Online. This feature helps you stay organized and run project-specific reports from a single dashboard.

 

Here's how to turn on Projects:

  1. Go to the Gear⚙, then select Account and Settings.
  2. Click the Advanced tab.
  3. Look for the Projects section and tap Edit ✎ to expand it.
  4. Select the Organize all job-related activity in one place checkbox.
  5. Hit Save and close your settings.

The Projects menu now appears in the main navigation bar.

Then, you can create your first project:

  1. Go to the Projects menu.
  2. Click the New Project.
  3. Give your project a memorable name.
  4. Choose the customer you’re working for from the drop-down menu.
  5. Add any notes or details about the project.
  6. Hit Save.

For more detailed instructions about projects, click this article: Set up and create projects in QuickBooks Online.

 

Also, you can browse these articles on how to set up projects in Tsheets and how to use projects to calculate your profits and costs by project:

You can get back to me if you have any other questions about QuickBooks. I'm here to help . Take good care.

rachel
Level 3

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Thank you for taking the time to give me information on projects.  I am already doing this.  That answer unfortunately does not help with my issue.

Joseph_A
QuickBooks Team

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Thank you for posting back here in Community, @rachel.

 

Let me share additional information to track gross wages for Worker's Compensation in payroll. You can enter an Hourly cost rate, so, the total wages will show on the Job Profitability report.

 

Here's how:

  1. Go to the Projects menu.
  2. Click on Hourly cost rate
  3. You can add an employee or select an existing one.
  4. Click on the pencil icon to pull up the hourly cost calculator.
  5. Add your worker’s hourly wage and employer taxes (per hour).
  6. You can also enter their additional employer taxes, workers’ comp, and overhead
  7. Once done, select Add and then Save to add their hourly cost rate.
  8. Redo these steps for each worker.
  9. Select Done.

Track income, costs, and profitability by project - Cost Rate window

 

You can also refer to this article for further steps: Track income, costs, and profitability by project

 

Additionally, if you want to know how to track time against a project, you can refer to this video for future preference: TSheets Projects - Track Time Against a Project

 

Feel free to post for additional questions, have a great day!

rachel
Level 3

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Again, thank you for the attempt to answer my question.  However, I don't want to deal with projects.  I need to be dealing with actual wages paid for worker's comp reporting of gross wages.  The time cost on projects rarely matches the wages paid.  What I need is to find a way to connect their actual wages paid to a wage class that they can choose per activity on their time card (T-Sheets).  The time card is then exported to QB for payroll. 

 

I need to be able to run a report at the end of the year to be able to see how much of an employee's wages were in one class and how much was in another.  This is not done through projects as far as I can tell.

Ami_D
Intuit

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Hi there @rachel! Please let me know if I've misunderstood at all, but you can indeed put classes on your employees' TSheets time cards so that they can select one every time they clock out. That information would be brought along with everything else into QBO on each export. 

To activate Classes in TSheets:

  • Open the QuickBooks dropdown in TSheets
  • Select Preferences
  • In the sections labeled "Employee Timesheets Should Show" and "Automatically Import from QuickBooks," make sure Class(es) is checked. 
  • Run an import to make sure Classes are in TSheets and available. 

Once complete, employees will be prompted to select a class on their timesheets from now on.

 

Let me know if this answers your question! If not, I'm happy to keep working on the right solution with you.

rachel
Level 3

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Thank you for your reply Ami!  I'm going to give this a try and see if it works.

Ami_D
Intuit

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Awesome! Let me know if it works out. :)

rachel
Level 3

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

So how would I run a report on wages showing the breakdown of wages per class?

Ashley H
QuickBooks Team

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Good morning, @rachel.

 

Let's run a Payroll Tax and Wage Summary Report to show you the breakdown of wages per class. Here's how:

  1. Go to Reports on the left-hand menu.
  2. In Search report by name, type in Tax and Wage Summary.
  3. At the top of the report, you can customize by Date RangeWork Location, and Workers' Comp Class.

That should do the trick! Let me know if you have additional questions. I'm always here to help.

rachel
Level 3

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Thanks for that.  My report is not customizable for some reason.  It only allows me to pick the date range, and nothing else.  It also does not show me anything but state and federal taxes by category.  :/  There is a report called Worker's Compensation, but it only shows all wages lumped together, and the worker's comp class says no name specified.  There must be a setting or something I'm missing here on employees??

rachel
Level 3

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Actually I looked at the Worker's Comp report again, and was able to figure out if I assign a worker's comp class manually to each employee, it will group their wages by the class I assign.  However, this doesn't solve my issue of wanting the reporting to be accurate for employees who are fluid between classes.  hmmmm....??

Ashley H
QuickBooks Team

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Thanks for the response back, @rachel.

 

You're correct about the Worker's Comp Report being sorted as grouped wages by the Class. At this time, there's not a Report that will go that deep into detail with the breakdown of wages per Class per Employee. I'm going to submit feedback to our Product Development Team about bringing in a feature that will allow you to customize the Payroll Reports deeper into detail and bringing in a new Class Report. In the meantime, you can export a Report to Excel that best fits your needs and add/edit the columns. 

 

Is there anything I can help you with today? I'm here for you always. 

rachel
Level 3

How can I assign a worker's comp class to a service? We are a general contractor specializing in restoration from water, mold, fire damages.

Thanks Ashley.

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