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L
L Maikowski
January 4, 2019
Solved

I want to assign employees to a department for payroll. How do I do that?

  • January 4, 2019
  • 1 reply
  • 0 views

We are starting to use departments assigned via classes. Is there a way to assign an employee to a specific department/class without using time tracking?

Best answer by David-212915

Hello @L Maikowski,

 

Welcome to the Community. I can assist you in assigning employees to a department. 

 

QuickBooks Online has the ability to assign a class, such as a department, to an employee. Here's how:

 

  1. Select the Gear icon.
  2. Click Payroll Settings.
  3. Select Accounting under Preferences.
  4. Scroll down to the Classes section and select I use different classes for different employees.
  5. Select Ok.
  6. Choose classes for the employees by selecting the blue drop-down arrow.
  7. Click Ok. 

 

I've included a brief video to serve as a visual reference:

 

 

For additional information on using classes, such as how to add and delete them, I recommend this link: How To Set Up And Use Class And Location Tracking.

 

I'm sure that you'll have the employees assigned to a department in no time. 

 

Please let me know if I can be of further assistance. Wishing you well. 

1 reply

D
David-212915Answer
January 4, 2019

Hello @L Maikowski,

 

Welcome to the Community. I can assist you in assigning employees to a department. 

 

QuickBooks Online has the ability to assign a class, such as a department, to an employee. Here's how:

 

  1. Select the Gear icon.
  2. Click Payroll Settings.
  3. Select Accounting under Preferences.
  4. Scroll down to the Classes section and select I use different classes for different employees.
  5. Select Ok.
  6. Choose classes for the employees by selecting the blue drop-down arrow.
  7. Click Ok. 

 

I've included a brief video to serve as a visual reference:

 

 

For additional information on using classes, such as how to add and delete them, I recommend this link: How To Set Up And Use Class And Location Tracking.

 

I'm sure that you'll have the employees assigned to a department in no time. 

 

Please let me know if I can be of further assistance. Wishing you well. 

    M
    May-I-Ask
    October 9, 2020

    My quickbooks does not have the option under 'payroll settings' even though I have locations set up.

    TheresaC
    TheresaC
    October 9, 2020

    You're on the right track, May-I-Ask.

     

    We've updated the settings on how to view and edit your current payroll preferences in QuickBooks Online. Rest assured that I've got the steps to locate the option.

     

    You may follow these steps:

     

    1. Go to the Gear icon and then select Payroll settings.

    2. On the Payroll Settings window, click the pencil icon beside Accounting.

    3. Click the pencil icon beside Class Tracking on the Accounting preferences screen.

    4. Select the I use different classes for different employees option, then click Continue.

    5. Click Done twice once finished.

     

    For your visual reference, I've attached some screenshots below.

     

     

    To learn about what you can do in class tracking in QuickBooks Online, you may check this article: Class and Location Tracking.

     

    Additionally, you may want to consider running reports by class in QuickBookBooks Online. Doing so helps you keep a close eye on each segment in your business.

     

    Please let me know if you have further questions. I'll be around to answer them.

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