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April 21, 2024
Question

How do you tag an employee to a store for payroll purposes?

  • April 21, 2024
  • 1 reply
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1 reply

April 21, 2024

I appreciate you for reaching out, @Jyothsna.

 

Before we proceed, can you please give us more details about tagging employees to a store? Do you own multiple stores where you want to tag employees where they belong, or are you referring to the stores of the customers you serve?

 

QuickBooks has a Class tracking feature that you can use, as long as you're in the Plus version. Simply create different class names to represent each store and assign them to each employee. So, all payroll transactions accumulate to the classes, and this setup allows you to create class reports to see how each store is doing. 

First, let's enable the feature and create class names using the steps in this article: Turn on class tracking in QuickBooks Online. After creating class names, you can assign classes to your employees by following these steps:

 

  1. Select the Settings icon, then Payroll settings.
  2. Select the pencil icon for Accounting. The Accounting Preferences window opens.
  3. Select the pencil icon beside Class Tracking.
  4. If you use the same class for all employees, assign a class to all employees from the drop-down. If you use different classes assign a class to each employee from the drop-down.
  5. Select Save and then Done.

 

You may refer to this article for more information: Set up and track your payroll expenses by class

 

Additionally, you check out this article on how to run payroll reports in QuickBooks Online for helpful tips: Run payroll reports.

 

If you have any further questions regarding payroll features or any other processes, please post them below and I will respond as soon as possible. Have a great day.