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May 2, 2021
Question

Is there a way to change the CLASS of a payroll entry once it has been created?

  • May 2, 2021
  • 1 reply
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1 reply

May 3, 2021

Hello treasurer116,

 

Class tracking is a useful way to organize and work with the information in your books, including payroll data, and I'm glad to see you're taking advantage of it. I can help you with changing the payroll class associated with a pay run that's already been completed in QuickBooks Online Payroll.

 

Whether you're assigning class for the first time or making changes, class tracking for QuickBooks Online Payroll is handled through the Payroll Settings. These settings also have a handy feature that gives you the opportunity to have the changes made impact pay runs that have already been completed, and you can use this feature for what you're asking for here. Here's how to go about that.

  1. Select the Gear icon.
  2. Choose Payroll settings.
  3. Click Accounting under the Preferences heading.
  4. Scroll down and select OK.
  5. On the next page, make the class changes as needed and click OK.
  6. Scroll down on the Accounting Preferences Summary page.
  7. Adjust the date in the Want to update existing transactions, too? section to change the classes for the prior periods you need.
  8. Click Update and let the program do its thing.
  9. Select OK when it's done.

Once you've clicked that final OK, the payroll amounts should now be reallocated to the class you changed it to. You can use reports like the Profit and Loss by Class report to double check on these kinds of changes.

 

Give that a shot and let me know how it goes or if you have more questions. For your reference, here's more information about working with the payroll module: QuickBooks Online Payroll help article hub

 

All the best to you!