Hello, Bre1208.
I'm dropping by to share some details about why the coded classes won't show up on the Profit and Loss by Class report.
The classes coded on the timesheets are separate from the paychecks. After running payroll, the classes won't link with the paychecks as you've noticed.
Paychecks have a different and separate Class tracking system. So, we'll want to enable this option from the Payroll settings page.
This way, when you run the Profit and Loss by Class report, your paychecks won't show up under the unclassified column.
Here's how to do it:
- Click the Gear icon, then select Payroll settings.
- Scroll down to the Accounting section, then click the Pencil icon.
- Click the Pencil icon on the Class tracking section.
- Tick I use different classes for different employees.
- Map the classes for each employee.
- Once done, hit Save.
If you want to add the classes to the previous paychecks, we can do so by using the Update existing transactions function.
On the Accounting Preferences page, click the pencil icon on the Update existing transactions section.
Set a Start Date, then hit Update. Check the data on the Profit and Loss By Class report to determine the dates for the unclassified paychecks.
I'm sharing a couple of these articles if you need help with the Class tracking feature:
I'll also include this article if you need to check and verify your current liabilities for the quarter: Run payroll reports.
Feel free to drop by again if you have questions about running your reports or managing the paychecks. You're also welcome to add any other concerns about your entries or tax forms. I'm here to help.
