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jrogersQT
January 3, 2024
Question

Classing in QBT doesn't carry over to QBO reporting

  • January 3, 2024
  • 1 reply
  • 0 views

We're a non-profit performing arts organization. Our payroll has historically been set up as follows: The various positions a person can work on a show or event - e.g. Lighting Operator, House Manager, Deck Hand, etc. - is tied to a line in our chart of accounts. Several employees can fall into different positions, and some of those positions have different pay rates.  There is no single catch-all line for wages. Individual shows/programs/events are Classes, so it used to be that in Desktop, we could generate a report for a specific class and get a full financial report for the entire event inclusive of staff.

 

We received the notice that our version of Desktop would no longer be supported and the non-profit edition was no longer going to be updated, so we made the move to QBO.  It's been harrowing, to say the least - we have to use the Customers field in Quickbooks Time for job positions because it was the only way to map hours to the positions in the chart of accounts. Lots of hoop jumping and workarounds. And while we're able to assign the classes in Quickbooks Time - which DOES carry over to the Weekly Timesheet in QBO when we export - once we run payroll, all of that classing detail goes out the window and everyone gets dumped into a catch-all we use for office hours. We are no longer able to pull reports around specific events with any confidence in its accuracy. I can't understand why it bothers to let us class the hours if there is no mechanism to carry that data over into the reporting, where we actually need it.

 

It is terrible and I'm ready to dump the entire payroll situation here and go to a different vendor.  Does anyone have any insight on how to work past this limitation and generate the data points we need?

 

1 reply

J
jeanbiverly_
January 3, 2024

Let me help you reflect on the classes from QuickBooks Time (QBT) to QuickBooks Online Payroll reports, @jrogersQT.

 

To do so, ensure that the class is turned on per entire transaction and that the payroll items are mapped correctly. I can guide you through the process.

 

To turn on the class per entire transaction, here's how:

 

  1. Go to the Gear icon and select Account and settings.
  2. Choose the Advanced tab.
  3. Under the Categories section, click the pencil icon, then turn on the Track classes option.
  4. Hit Save.

 

Then, you can map payroll items by customer, service item, or class in QBT. Here are the steps:

 

  1. Go to Settings.
  2. Tick the Allow overrides by: box, and choose Customer, Service Item, or Class.
  3. Click Save.
  4. Under the Map Customers, Map Service Items, or Map Classes tab, select +Add Override.
  5. Pick a customer, service item, or class (whichever shows), then expand the new override option.
  6. Choose a payroll item on each hour type column (e.g., regular and overtime).
  7. Repeat until each Customer, Service Item, or Class is mapped correctly.
  8. Additions and changes are saved automatically. Close the window once the mapping is finished.

 

Moreover, here's a helpful article you can check out that outlines the important dates and tasks as you plan your year-end payroll work: Year-end checklist for QuickBooks Online Payroll.

 

Please return to this thread if you need further help with your report. We're still ready to assist you.

J
jrogersQTAuthor
January 4, 2024

This doesn't work for us, because we already use the override on Customers to map the employee's position to the corresponding line on the chart of accounts. If we turn on overrides for mapping service items, we lose the employee mapping and associated rates.

S
ShyMae
January 4, 2024

Hello there, @jrogersQT. I recognize the importance of having QuickBooks Time classes visible in QuickBooks Online reports.

 

Since you already override customers to map the employee's position to the corresponding line on the chart of accounts. As a workaround, you can manually enter the class in QuickBooks Online. 

 

On the other hand, I'd recommend contacting our QB Time support to seek additional options to resolve your concern.

 

To reach out to QuickBooks Time support:

 

  1. Sign in to QuickBooks Time, select Find Answers, and get Help.
  2. Type in your concern, then click Contact Us.

 

If you're using the QuickBooks Workforce, formerly the QuickBooks Time mobile app, here's how to contact the support.

 

  1. Sign in to your QuickBooks Time account on your Android or iOS device.
  2. Click Settings or More, then Settings.
  3. Select Help, then choose Contact us.
  4. Please select one of the available help options, then hit Contact QuickBooks Workforce support.

 

Meanwhile, you can set up a break feature in QuickBooks Time. It enable you track your team members' paid and unpaid daily breaks. 

 

Additionally, to handle your classes in QuickBooks Online, check out this article:

 

 

Click the reply button if you require further assistance managing your classes and reports. I'm always available and ready to provide you with the support you need

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