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A
adagility
December 3, 2024
Question

Class and Location Tracking in Payroll and other P&L Items

  • December 3, 2024
  • 2 replies
  • 0 views

Is it possible to track P&L items, including payroll, via both Class and Location?  I am a physical therapy company with multiple locations.  I would like to track my P&L and (Balance Sheet) by specific physical location, but I would also like to track (specifically Payroll Expense) by employee Class (i.e. Clinical Staff - Physical Therapist, Physical Therapist Assistant, Physical Therapy Technician, versus Administrative Staff - Front Desk, Scheduling, Benefits Verification, Marketing, etc..).  

2 replies

A
adagilityAuthor
December 3, 2024

 Clarification: I would like to subdivide the Employee Classes as listed above: Clinical Staff, with subcategories of PT, PTA, Tech; and Administrative Staff, with the noted subcategories.    Thank you!  - Alan

Tori B
Tori B
December 3, 2024

Good morning, @adagility.

 

Thanks for taking the time to reach out to the QuickBooks Community. I hope you're having a great day so far. 

 

You can customize your reporting and choose if you wish to see ALL Locations and ALL Classes you have set up or just one in particular.

 

To access the reports:

 

  1. Go to Reports.
  2. Click Business Overview.
  3. Choose Profit and Loss by Class or Profit and Loss by Location.

 

 Here's how to see both:

 

  1. Go to Reports > Profit and Loss.
  2. In the "Customize Report" section, select "Class" and "Location" from the "Display Columns By" dropdown.
  3. This will show your P&L broken down by both Class and Location.

 

For more information about customizing reports and tracking, check out the help guides I'm including below. 

 

Please don't hesitate to let me know if you have any additional questions or concerns. Have a good one! 
 

A
adagilityAuthor
December 3, 2024

Thank you, Tori, for your quick response.  That is helpful, but how do I enable tracking of payroll expenses by location.  I am able to set it up by Class in the Payroll settings, but how do I assign a Location to each employee?

S
SashaMC
December 3, 2024

Hello there. 

 

Thank you for reconnecting with the QuickBooks Community, adagility! I am happy the information Tori provided was helpful.  The option to use the Location tracking feature for payroll and assign to each employee is unavailable. However, you could add the location in the Memo field. Then, run a report and customize it to add a Memo column.

 

  1. Open the paycheck and go to the bottom section.
  2. In the paycheck's Memo field, enter the division details.
  3. Once done, go to Reports and run the Recent Transactions report.
  4. Click Customize, then filter the Rows/Column by Date, Transaction Type, Name, Memo/Description, and Amount.
  5. Also, in the Filter drop-down, select the Payroll check in the Transaction Type drop-down.
  6. Click Run Report.

Rest assured, I'll take note of this so that it's included in other customers' requests for future product enhancement of QuickBooks Online. Our engineers are looking at how to enhance the program.

 

Let me know if you have other questions. Stay safe and have a great day!

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