This article covers information on class tracking directly in Intuit Full Service Payroll.

Note: QuickBooks Full Service Payroll does not support class tracking.

What is class tracking?

Class tracking lets you track account balances by department, business office or location, separate properties you own, or any other meaningful breakdown of your business. In Intuit Full Service Payroll, classes can be assigned to employees or pay lines so that time, wages, and company contributions roll into an assigned class.

Many business owners have certain segments of their business that they want to keep a close eye on. By using the class tracking feature, you can define these segments and track their associated account balances on invoices, bills, and other documents.

Businesses with different departments or locations can use classes to report account balances for each department.

For example, if you had a restaurant with three locations, you might create an Uptown, a Midtown, and a Downtown class for tracking account balances by location. A farmer might create a class for each enterprise for example, Corn, Hogs, and Soybeans. At the end of an accounting period, the restaurant could create separate reports for each location. Likewise, the farmer could create separate reports for each enterprise.

Setup

  1. Turn on class tracking in your account.
    1. Click the Account Settings tab.
    2. In the Payroll Tracking section, click Edit to the right of Classes.User-added image
    3. Select Continue to turn on class tracking.

    Usage

    Add a class

    1. Click the Account Settings tab.
    2. In the Payroll Tracking section, click Edit to the right of Classes.
    3. Click Add a new class.User-added image
    4. Enter the class name and click Save.User-added image

    Assign a default class to an employee

    1. Click the Employees tab.
    2. Click the employee's name.
    3. In the Employment section, click Edit.
    4. From the Default class drop-down arrow, select the employee's default class.User-added image
    5. Click Save.

    Assign a class when running payroll

    1. Click the Payday tab.
    2. If prompted, select who you'd like to pay.
    3. In the Enter Compensation section, click the hours or salary pay to open the compensation and tracking information box.User-added image
    4. From the Class drop-down arrow, select the desired class.User-added image
    5. Enter hours and compensation.
    6. Click Save.

    Inactivate or delete a class

    1. Click the Account Settings tab.
    2. In the Payroll Tracking section, click Edit to the right of Classes.
    3. In the Status column, click Active.User-added image
    4. Select Inactive.
    5. If you want to delete the class, select the Do you want to permanently delete this class? checkbox.
    6. Click Save.User-added image

    When you permanently delete a class, it no longer appears:

    • On the Classes page when you show active or inactive classes.
    • On the Employment page when you select a default class for employee.
    • When you filter classes in reports.
    • When you create a paycheck for an employee.

    Name your payroll classes

    You can create your own naming conventions that serve your tracking needs. For example — you can name your classes with the names of your business departments:

    • Administration
    • Construction

    You can also string together names to create departments and sub-departments like this:

    • Construction:Framing
    • Construction:Plumbing

    Compensation and tracking details

    When you track payroll expenses by class, like by the department or location, you add the tracking details when you enter hours and other compensation on the employee's paycheck.

    For example — let's say you have an hourly employee who worked 16 hours at one location and 24 hours at another location during the pay period. You'd create a separate pay line for each class (location), and then enter the number of hours spent at each.

    Use the icons next to a pay line to add notes, duplicate a pay line so you don't need to enter tracking details from scratch, and delete a pay line.

    If you have questions about entering compensation or tracking details on an employee paycheck, contact us.

    Don't see jobs, service items, or classes?

    You may not have added or imported them yet.

    • If you're tracking your classes in Intuit Full Service Payroll, not QuickBooks, go to your Account Settings and add them to your Classes list.
    • If you use QuickBooks to create jobs, service items, and classes, go to QuickBooks to create the items and then import them into your Full Service Payroll account.

    Next time you create a paycheck for this employee, your items will appear in the appropriate lists.

    Export/Import

    Currently, standalone class tracking does not export to QuickBooks Desktop or QuickBooks Online. All class tracking data is stored within IFSP.

    It's a much better practice to import your classes from QuickBooks — your classes match when you sync or export from Intuit Full Service Payroll to QuickBooks.

    In some situations, you might want to track payroll expense classes separate from the classes you're tracking in QuickBooks.

    You can do this by creating a new set of classes in Intuit Full Service Payroll. However, this can cause problems down the road if you change your mind and decide you do want to sync with QuickBooks.

    Reports

    Reports in Intuit Full Service Payroll

    The following reports will allow you to sort by class:

    • Payroll Summary: The Payroll Summary report lists all paychecks for a certain period of time, like last year or last quarter.
    • Payroll Details: The Payroll Details report lists all the paychecks you have created for a selected period of time. The report lists details for each employee for wages, deductions, and contributions.User-added image
    • Workers' Compensation: The Workers' Compensation report shows the wages paid for each class of work assigned to your employees for the selected time range.

    In the report:

    • Premium Wages Paid are the extra amount paid for overtime or double-time pay.
    • Wages Paid are the total wages for the date range you entered.

    Reports in QuickBooks

    Currently, class tracking information is not exported to QuickBooks and is not captured in the .iif file. Please refer to the Intuit Full Service Payroll reports listed above.