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usercheryle
February 24, 2025
Question

Tracking payroll by class

  • February 24, 2025
  • 1 reply
  • 0 views

We use QBO and need to assign classes to our payroll in order to run monthly reports by class and capture all monthly expenses. We currently have locations set up in employee files so we can at least get a report by location. But this entails that we have to use 2 different reports every month to get our total monthly expenses. Is there a way to assign a class in our payroll system?

1 reply

K
Kurt_M
February 24, 2025
It's a pleasure to have you here today, @usercheryle. Yes, there's a way to assign and implement classes to your payroll system to make it easy to track monthly expenses in QuickBooks Online (QBO). I'll walk you through the process.
 
In QBO, the Class feature can help arrange data for seamless tracking of payroll expenses and other sections of your business. These are the steps:
 
  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to Payroll and then select Employees.
  3. Select your employee.
  4. From Employment details, select Start or Edit.
  5. Add your employee’s class in the Workers' comp class field.
  6. Select Save.

 

For visual reference, see the image below.


 
You'll then need to proceed to your Payroll settings to set the class for tracking. Here's how:
 
  1. On the top right corner, click the Gear icon and then select Payroll settings.
  2. From Accounting or Export , select Edit ✎.
  3. Next to Class Tracking, Edit ✎.
  4. Chose how you want to track classes.
  5. Select or enter the account name exactly as it appears in your chart of accounts for each employee.
  6. Click Continue, then Done.

 

You can refer to the screenshot below for visual guidance.

 

 

After setting up, I recommend checking this page for further guidelines on how you can track them in the system: Set up and track your payroll expenses by class.
 
Additionally, I'm providing this article to help you modify a report in QBO: Customize reports in QuickBooks Online.
 
In need of help streamlining the process of handling expenses or payroll tasks in QBO? You can explore QuickBooks Payroll. They offer tips and tricks to get around situation and complete your daily tasks using the program.
 
You can expect me to be around if you need clarifications or further assistance tracking monthly expenses or managing reports in QuickBooks. I'll be around, and I'll make sure to respond promptly. Keep safe. 
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