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C
clerk-ketoctin-o
December 1, 2023
Question

I have three classes (A,B,C). QBO Payroll is saving all the parts of paycheck with no class. How do I assign class? How do I make Payroll assign it automatically?

  • December 1, 2023
  • 1 reply
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I can't find any way to edit the transactions, they are Direct Deposit, QBO paying the taxes (USA). When I add a pay type, it doesn't even give me the option to assign to a category or Class. The paychecks are being divided up into different categories on the chart of accounts correctly, but given no Class, so all the reports are messed up and they show up as "Not Specified" (e.g., the Budget v. Actuals report).

1 reply

R
RCV
December 1, 2023

I've got you covered on how to assign classes to your payroll transactions in QuickBooks Online (QBO), Clerk.

 

We'll need to turn on class tracking for Online Payroll to set up classes to track payroll for your paycheck transactions. Then, you can assign a single class to all your employees, or assign different classes to different employees. Here's how: 

 

  1. Go to the Gear icon on the top menu.
  2. Select Payroll Settings.
  3. In the Accounting section, tap Edit ✎.
  4. In the Class Tracking section, click Edit ✎ to turn it on. Then choose how you want to track classes.
  5. Select Continue, then Done.
  6. If the Class Tracking section isn't showing in the Accounting Preferences, ensure that the class tracking is turned on. If classes are off, turn them on and repeat the steps above. If the classes are on, turn it off, sign out, then sign back in, and turn the classes back on.
  7. Add a class for each employee, or assign one for all of them.
  8. To save your preferences, press Continue, then Done.

 

You can check out this article to learn more about turning on class tracking in QuickBooks Online Plus and Advanced: Turn on class tracking in QuickBooks Online. If you need to Updating employee classes in QuickBooks is made easier for you. To do that, you will need to access the Payroll Settings to make the necessary changes that you want. Here's how:

 

  1. From the Gear icon at the top, choose Payroll Settings.
  2. This will open the Preferences page.
  3. From there, navigate to the Company and Account section and then click on Accounting.
  4. Scroll down to the bottom and go to Classes.
  5. Choose the option saying, I use different classes for different employees.
  6. Click OK to proceed to the next page.
  7. Scroll up and you will see the boxes where you can choose a different class for each employee.
  8. Once updated, click I use different classes for different employees to save the settings.

 

If the paycheck is already processed:

 

  1. Go to the Gear icon and choose Payroll Settings.
  2. Scroll down and click the Pencil icon for accounting.
  3. Click the Pencil icon for the Class track.
  4. Choose how you want to track classes for your payroll and click Continue.
  5. Click the Pencil icon for Want to update existing transactions.
  6. Start date and click Update. Be sure it covers the dates of the paychecks that you want to retroactively add classes for.
  7. Click Continue and then Done.

 

You can check your report again after assigning classes to your payroll transactions. For more information about the Class feature, check out the article called Get started with class tracking in QuickBooks Online to learn more. 

 

For future reference, you can read through this article for more insights about managing your payroll: Set up Payroll account preferences.

 

You're more than welcome to drop by if you have questions about managing your classes. Do you need to run some payroll reports for the next current period? Or would you like to take care of taxes in QuickBooks? Let me know and I'll lend a hand again.

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