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dbland07666
August 11, 2022
Solved

How to assign class to payroll expenses RETROACTIVELY

  • August 11, 2022
  • 2 replies
  • 0 views

I use classes for project tracking and have some employees who work exclusively on a specific project.  I ran their first payroll but did not know how to assigned their payroll expenses to the class.  Since then I found that I can assign classes to individual employees, which I did.  But I did this after running their first payroll.  

 

How do I attach classes to their payroll expenses for the payroll I ran previously?  

 

If it matters, these employees are paid by check, which I printed.

 

David

Best answer by Giovann_G

Hi there, dbland07666.

 

I understand how important it is for your company to track employees working solely on a specific project. The option to assign a class to payroll expense is currently unavailable once payroll has been submitted.

 

As a workaround, you can delete their first payroll paycheck and rerun it. This ensures employee's payroll expenses have the corresponding classes based on how you set it up.

 

Here's how:

 

  1. Click the Payroll menu.
  2. Select Employees list.
  3. Under Run Payroll, click Paycheck List.
  4. Change the date range to see the paycheck you want to delete.
  5. Choose Delete.
  6. Mark the box to confirm the deletion, then hit Delete Paycheck.

 

Once done, you can rerun their first payroll without printing it. Check out this article for a complete guide: Create and run your payroll.

 

In addition, I've attached some resources to assist you with managing data in your account:

 

 

If you have additional payroll questions or concerns, please leave a comment below. Have a wonderful day!

2 replies

G
Giovann_GAnswer
August 11, 2022

Hi there, dbland07666.

 

I understand how important it is for your company to track employees working solely on a specific project. The option to assign a class to payroll expense is currently unavailable once payroll has been submitted.

 

As a workaround, you can delete their first payroll paycheck and rerun it. This ensures employee's payroll expenses have the corresponding classes based on how you set it up.

 

Here's how:

 

  1. Click the Payroll menu.
  2. Select Employees list.
  3. Under Run Payroll, click Paycheck List.
  4. Change the date range to see the paycheck you want to delete.
  5. Choose Delete.
  6. Mark the box to confirm the deletion, then hit Delete Paycheck.

 

Once done, you can rerun their first payroll without printing it. Check out this article for a complete guide: Create and run your payroll.

 

In addition, I've attached some resources to assist you with managing data in your account:

 

 

If you have additional payroll questions or concerns, please leave a comment below. Have a wonderful day!

D
dbland07666Author
August 12, 2022

Thank you, Giovann.  That is very helpful and it even answers another question I had, how to delete and re-run a payroll (if ever I have to).

 

David

Tori B
Tori B
August 12, 2022

Thanks for letting us know that the steps my colleague provided worked for you, @dbland07666. 

 

Please know that you can reach out to the QuickBooks Community any time you need a helping hand. 

 

Take care, and have a great weekend! 

T
thomas3762
February 7, 2023

Why can't i just add the class to the existing check should only take minutes

D
dbland07666Author
February 7, 2023

Because then you would only be handling the take-home amount and missing the withholding, FICA, etc.

C
ChristieAnn 11
February 8, 2023

Thank you for visiting the QuickBooks Community again, thomas3762. I can see how important to add the class to the existing check or payroll expense. I'll ensure you can send feedback so our product developers can consider adding the feature you need in the next updates.

 

Assigning classes to previously submitted checks or payroll entries is currently unavailable, due to the inability to make changes to payroll transactions already processed with Intuit.

 

For now, I suggest going to the Gear icon in QBO and choose Feedback from there. Then, submit a request about having the option to allocate a class to the created checks in QuickBooks. Any recommendations are sent to our engineers for consideration in future updates.

 

Lastly, you may refer to this article to see steps on how you can run different payroll reports that you can use to view useful information about your business and employees: Run payroll reports in QuickBooks Online Payroll.

 

Keep me posted if you need further assistance managing a class in QBO. I'm always around to help, thomas3762. Have a great day!

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