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Fifield76
April 30, 2020
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How to record payroll transactions in desktop now ive had to migrate to QBO for payroll

  • April 30, 2020
  • 1 reply
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I have had to migrate to QB online for payroll as it is no longer supported in Desktop.  How do I now record those transactions in Desktop - bearing in mind that all my employees in Desktop have a class attached to them and I need to produce a report showing their payroll/taxes/expenses by class.  I currently have no classes set up in QBO and can't see a way to do it.  Is there a simple way I can export the data from one system and import it into the other without any manual work.  I have called the helpline but got cut off after 25 minutes - having had no help from the person I was talking to.  Thank you.

Best answer by emmam6

Hello Community Users, We just wanted to pop in and add an example of  payroll journals here

Any questions on this we'd be happy to answer them on this thread.

1 reply

JenoP
JenoP
April 30, 2020

Hi there, Fifield76.

 

We're unable to import payroll data from QuickBooks Online Payroll to the Desktop version. You can manually record them as a journal entry instead. Here's how:

 

  1. Go to the Company menu and select Make General Journal Entries.
  2. Fill out the fields to create your journal entry.
  3. Assign a class in the Class column.
  4. Click Save and close. 

Also, follow these steps on how you can turn on Class Tracking in QBO:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Proceed to the Advanced tab. 
  3. Look for Categories and click the Pencil icon to the right.
  4. Check the box to turn it on and click Save.

You can also check out this article for more details: 

 

I'll be around if you need anything else. 

F
Fifield76Author
May 1, 2020

Thank you.  Sadly I only have the basic QBO package (as I already pay for desktop on a monthly basis and am only using it for payroll) so there is no categories option in the advanced tab.

Would you be able to give me some help with journal entries - it is not something I have used before?  Say I have £1,000 payroll for a particular class - I go into the journal, post it as payroll and then am i positn as a a credit or a debit?  and what would the reverse balancing transaction be?

Many thanks.

 

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