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servalstudios
July 16, 2020
Solved

I have created classes for employees. Is there a way to move last year's paycheck amounts to these classes? It seems like they are not in any class right no. Thanks.

  • July 16, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by RenjolynC

Thanks for coming back, servalstudios.

 

I appreciate your time following the steps provided by Steve_C. The instructions will also help you move last year's data to the new class. I've got some sample screenshots below for reference.

 

For this screenshot I have the old class, which all paychecks are assigned to and the one I just created:

 

 

Next, I updated the class following the steps above and selected the Starting date. 

 

 

Finally, run a report for the new class by following these steps:

 

  1. Go to the Gear > All Lists.
  2. Select Classes.
  3. Click the Run report link of the new class.
  4. Choose the Report period and click Run report.

 

 

I'm also adding this article for more details: Payroll accounting preferences.

 

Please let me know if you need something else. I'll be around to help you some more. 

2 replies

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Steve_C
July 16, 2020

Hi servalstudios. To assign the classes to your employees, you will need to edit your payroll settings. It's actually quick and easy and I can guide you through in just a few steps. Here's how:

  1. Select the Gear Icon in the top right corner
  2. After that, select Payroll Settings under the Your Company tab

  3. Choose Accounting.

  4. In the Classes section, select I use different classes for different employees.
  5. Click on OK.
  6. In the Preferences - Employee Classes section, assign a class for each employee. 
  7. Click on OK.

You'll be prompted as well as to select a date for the changes to take effect from. Just select the desired date and everything will automatically be reclassified. Let me know if this helps, and feel free to leave a reply if you need anything else.Have a great rest of your day 

S
servalstudiosAuthor
July 16, 2020

Sorry, not what I asked. I have already done this.

 

I want to move last year's paychecks to this class. Right now they are unassigned.

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thomas3762
August 31, 2022

It would be wonderful if you would address issue for both Online and Desktop...because every time I ask I always get online response not desktop and even when I identify desktop I get online answer.  What surprises me is you've created software which cannot do the same things regardless of platform.  That's just poor workmanship.

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Mark_R
August 31, 2022

Thank you for joining the thread, @thomas3762.

 

We provide solutions based on the product tagged by a user regarding their concerns or issues. Since the original poster tagged it as QuickBooks Online (QBO), my colleagues above focus on giving information to the specific product only. But don't worry, I'm here to help assign a class to your employee's paycheck in QuickBooks Desktop (QBDT).

 

First off, you'll want to turn on the class tracking feature in QBDT. Here's how:

 

  1. Open your QuickBooks Desktop company file.
  2. Go to the Edit menu, then select Preferences.
  3. Click Accounting from the left menu and go to the Company Preferences tab.
  4. Select Use class tracking. Then, click OK.

 

Once done, you can now assign a class to your employee's paycheck by going to the Payroll & Employees preferences. Let me guide you on how:

 

  1. Go back to the Preferences menu, then select Payroll & Employees. Be sure that Full payroll is selected in the QuickBooks Payroll Features section.
  2. Select Job Costing, Class, and Item tracking for paycheck expenses.
  3. If you want to assign one class to an entire paycheck, select Entire paycheck.
  4. If you want to assign one class to each item on the paycheck, choose Earnings item.
  5. Click Ok.

 

I'm adding this article for more guidance: Tracking payroll expenses by class, department, or location.

 

That's it! Come back to this post and let me know how it goes, @thomas3762. I want to make sure you're taken care of.

 

Additionally, I want to add this article that'll help you pay or file your payroll taxes online: E-File and E-Pay in QuickBooks Desktop.

 

Have a good one.

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