Class or Job Tracking on Additions do not work in QuickBooks 2011/12 or 2012/13

Legacy KB ID: 4184

Question

Why do Addition payroll items not report correctly according to Class or Job in QuickBooks 2011/12.

Answer

This issue was first experienced by Quickbooks 2011/12 users. 

******   This issue was resolved in QuickBooks 2012/13.  ******

Users will need to refresh the pays containing Allowances processed before the upgrade to QuickBooks 2012/13 to force them to show on the reports. 

 

Workaround for QuickBooks 2011/12:

Create the Addition payroll item as a wages item but configure it as an Allowance.

1.    Create a new Wage item

a.    Lists > Payroll items > Payroll Item > New

b.    Wages > Next > Hourly Wages > Next > Regular Pay

c.    Give it a name (Addition1);

d.    Assign to an expense account (eg. Payroll Expenses:Allowances)

2.    Set tax to Allowance type:

3.    Tax Tracking Type > select Allowances > Next

4.    For Taxes, select as necessary > Next

5.    Inclusions > uncheck Include in Every hour worked leave accruals;

a.    Click Finish.

6.    In the Employee Record > Payroll and Compensation Info > enter the new payroll item in the Earnings section and not the Additions, Deductions and Company Contributions section. 

7.    Check the following:

a.    Ensure that Super items do not have the new Addition item ticked for inclusion in Super calculations;

b.    Refresh the super entry in the employee Record to ensure it is updated with the latest changes.

8.    When processing a pay you must enter a number (we suggest the number 1) in the hours column for this pay item.

 

You are now ready to process your pays and have the Addition reported in the Class fields. 

When you upgrade to QuickBooks 2012/13 you can if you wish, revert to normal Allowance items. 

How did we do?

Related Articles

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)