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cindyherrmann1
March 19, 2019
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How to assign class to payroll expenses?

  • March 19, 2019
  • 5 replies
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    Best answer by

    Hello cindyherrmann1,

     

    In QuickBooks Online Payroll, you have the option to assign a class for each employee. For now, I'll take note of your question as a product feature request. I'll personally send it to our engineers.

     

    Let me share the steps how to assign a class for each employee:

    1. Click on the Gear icon.
    2. Select Payroll Settings.
    3. Choose Accounting.
    4. In the Classes section, select I use different classes for different employees.
    5. Click on OK.
    6. In the Preferences - Employee Classes section, assign a class for each employee. 
    7. Click on OK.

    If you have any questions, please let us know. We'll be right here to help. 

    5 replies

    A
    Anonymous
    Answer
    March 19, 2019

    Hello cindyherrmann1,

     

    In QuickBooks Online Payroll, you have the option to assign a class for each employee. For now, I'll take note of your question as a product feature request. I'll personally send it to our engineers.

     

    Let me share the steps how to assign a class for each employee:

    1. Click on the Gear icon.
    2. Select Payroll Settings.
    3. Choose Accounting.
    4. In the Classes section, select I use different classes for different employees.
    5. Click on OK.
    6. In the Preferences - Employee Classes section, assign a class for each employee. 
    7. Click on OK.

    If you have any questions, please let us know. We'll be right here to help. 

      C
      cindyherrmann1Author
      March 20, 2019

      Thank you.  I did that and it did not work the first time.  I went back in a couple of days later as I needed to run payroll and did it again and this time it worked.  Thank you!

      Angelyn_T
      Angelyn_T
      March 20, 2019

      Hi there, @cindyherrmann1.

       

      Happy to know that the steps provided by my colleague GarlynGay worked on your end and was able to assign a class to each employee successfully.

       

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

       

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

      R
      Rasa-LilaM
      February 13, 2020

      Thanks for following on this thread, @ 20fec.

       

      Based on the information provided, manually change the classes each time you run payroll. This way, QuickBooks Online will be able to properly classify your employees. 

       

      I have a few easy steps to accomplish this task. Here’s how:

       

      1. Go to the Gear icon at the top and choose Payroll Settings under Your Company. 
      2. This will open the Preferences page.
      3. From there, navigate to the Company and Account section and then click the Accounting link. 

      4. On the Accounting Preferences page, go to the Classes section and mark the radio button for I use different classes for different employees.

      5. Hit the OK button to access the Preferences-Employee Classes page.

      6. Select the appropriate class associated with your workers.
      7. Once done, press OK to keep the changes. 

      To learn more about the Class feature, check out the Get started with class tracking in QuickBooks Online article. It provides an overview of how to set up a class list as well as instructions to create a budget by category.

       

      Let me know if you have any other concerns or questions about the product. I’m more than happy to assist further. Enjoy the rest of the day.   

      V
      ValkyrieAnne
      March 8, 2020

      I really appreciate all of the posts on this subject!

      I'm wondering if I can assign a class to the different pay types? I have several employees who do different jobs for us, so they have different classes on one paycheck. 

       

      Thank you!

        M
        Mark_R
        March 8, 2020

        Hello there, @ValkyrieAnne.

         

        At this time, we can only assign classes to each of your employees. You can follow the detailed steps shared by my peer Rasa-LilaM above.

         

        I can see how beneficial it is for you and your business to assign classes to the different pay types. But I want to let you know that your voice matters and I'm submitting feedback directly to our product engineers for consideration.

         

        For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

         

        Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

          S
          SteveG2
          September 4, 2020

          I use Locations (subset of Categories) because I have multiple stores.  I have separate employees at each Location.  Within QuickBooks Online or QuickBooks Online Payroll, how do I associate each employee with that Location?

          JenoP
          JenoP
          September 4, 2020

          Good day, SteveG2.

           

          You can go to the employee's profile to assign the work location. Here's how:

           

          1. Go to the Payroll or Workers menu, then proceed to the Employees tab.
          2. Click the employee's name.
          3. Click the Edit button next to Employment.
          4. Click the drop-down list for Work location and select the correction location for the employee.
          5. Select Done.

          Let me share some of the articles we have about location tracking for more details:

           

          The Community is always here if you need anything else. 

          S
          SteveG2
          September 4, 2020

          Hi, and thanks for posting a reply so quickly!

          I have already done as you suggested, and created the Work Location for each employee.  However, this seems to be different than the Location Tracking.  When I go to the Gear --> All Lists, and select Locations, it shows a different list than I created for the Work Locations.  Why aren't they the same list of locations?

          R
          rebeccalehman90
          March 5, 2021

          Can you split two different classes between one employee payroll?

          Angelyn_T
          Angelyn_T
          March 5, 2021

          Thank you for joining the thread, Rebecca.

           

          I'm here to share with you some information about assigning classes to payroll transactions.

           

          At this time, we can only select one class per employee. Therefore, splitting the class into two is currently unavailable. I can see the importance of this feature for you and other users. I ensure to pass along the information to our product developers. 

           

          They're working nonstop to develop the product to deliver the best experiences for all QuickBooks users. To stay current with the latest QuickBooks news and feature enhancements, you can visit our blog. 

           

          Here's the link: The QuickBooks Blog.

           

          You can also open the topics from this article for additional resources about payroll and taxes.

           

          If you have any other questions about assigning classes to your transactions, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

          jocecampbell
          jocecampbell
          June 29, 2021

          I read through 3 pages of replies and questions and am disheartened to learn that entering payroll by class still is not available at the QBO/QBOP payday screen. 

           

          My clients need this.

           

          For example, a salary for a non-profit staff member might be allocated to 10% Admin class, 5% Fundraising, and the remaining 85% allocated across several programs.

           

          For some, their hours and allocations don't change, so they don't need to fill out a time sheet, or they fill out a different type of timesheet than in QBO. This means the cleanest and most efficient entry would be at the pay day step--to be able to enter x1 hours per Admin, x2 hours per Fundraising, x3 hours per Program1 and so on.

           

          In QBOP (CORE at least, and from the sounds of it, all the other levels, too), when entering the hours per pay period, there is no way to add a column to designate either class *or* project.

           

          PLEASE add this for so many of our clients who either have set/standardized allocations or use a different time tracker than Intuit's. In these cases, at payday time, we simply need to enter totals per class or project.

           

          Small businesses do not have the accounting budget to pay for duplicating the timesheet data entry, entering manual staff expense calculations in projects, nor for creating payroll allocation journal entries. This should be a basic part of the software.

           

           

           

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