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Pam Austin
December 30, 2020
Question

linking payroll to budget

  • December 30, 2020
  • 1 reply
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How do I link my payroll to my budget in quickbooks desktop?  I do my payroll and it shows everywhere except in my budget.  I know there must be something I have to do to link the two but I cannot figure this out!  This is a church budget if that makes any difference.

    1 reply

    C
    CharleneMaeF
    December 30, 2020

    I'm here to help you link your payroll to your budget, Pam Austin.

     

    To start, you'll need your imported payroll transactions to show up in the Chart of Accounts so that they'll be included in your budget. To do so, let's export an updated file of your payroll data. This way, we can use different accounts for each employee.

     

    To ensure there are no duplicates, we can delete the payroll checks in the register. Please secure a back up of your file before deleting the entries.

     

    Once done, I recommend editing your export preferences. Here's how:

    1. Sign in to your Intuit Online Payroll account. 
    2. Select the Setup tab.
    3. Under Export, click the Preferences link.
    4. In the Wage Expense Accounts field, select the I use different accounts for different groups of employees radio button. 
    5. In the Tax Expense Accounts field, select I use different accounts for different groups of employees.
    6. Enter the account and make sure to use the same name and number you created in QuickBooks Desktop.
    7. Click OK. 

     

    Additionally, I've added an article that'll help you learn how to use your data to create budgets and forecasts. This helps you review the details after saving it: Use your Data to Create Budgets and Forecasts.

     

    We're always here to share our ideas with you if you have other questions or concerns. I encourage clicking the Reply button to share the details.

    P
    Pam AustinAuthor
    December 31, 2020

    I do not use Intuit online payroll.  I do my payroll with the payroll function within Quickbooks desktop.  Sorry for the misunderstanding.  I need to find out how to link the two within Quickbooks since both are done in Quickbooks.

      Pabz_L
      Pabz_L
      December 31, 2020

      Welcome to the Community, @Pam Austin.

       

       I'm here to share some information with you on how does the budget feature works.

       

      Income and expense accounts are the only accounts available when creating a Budget. Liability accounts are not included and for payroll, only Gross Wages and Employer tax expenses, which offset the liability, are included in the budgeting feature.

       

      To know more about creating budgets in QBDT, you can check this article: Create a budget or forecast in QuickBooks Desktop.

       

      Keep me posted if you have any other questions about budgets, I'll be right here to help you. Have a good one!

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