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January 12, 2021
Question

Allocate employee to department. For example, employee XX to GL 67501, kitchen under GL67500, wage

  • January 12, 2021
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1 reply

January 12, 2021

Hello pat_mcb,

 

Sometimes it's necessary to allocate an employee to another department and I'll be happy to share more info on this. I'm glad you're taking advantage of the powerful features offered in the program. 

 

Based on what you've described, I recommend using the Classes feature. Class tracking allows you to track your transactions by departments, product lines, or any other meaningful segments in your business. So when it’s time to run reports, you have a clear picture of each segment’s financial health. Here are the steps which show you how to set this up. 
 

To turn on:

  1.     Click the Gear icon.
  2.     Select Account and Settings.
  3.     In the navigational bar, click Advanced.
  4.     Select Categories.
  5.     Check off Track classes to turn on class tracking.
  6.     Click Save and then Done.                             

Here's how to set up classes:

  1.     Click the Gear icon and All Lists.
  2.     Select Classes. ( You can also add locations by selecting Locations.)
  3.     Click the New button.
  4.     Add the name of the class or location and click Save.                       

To learn more about class tracking, here's a recommended article: Get started with class tracking in QuickBooks Online.

 

From here, I encourage you to check out this article which shows you how to: Create and assign employee classes. Feel free to ask other questions. I'm here to help steer you in the right direction.