Wiki source code of Creating and Assigning Income Items
Last modified by Andrew K on 2025/12/31 20:50
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| 1 | There are **Income Items** are already created for the program for you to use. They are: | ||
| 2 | |||
| 3 | * Regular Pay | ||
| 4 | * Overtime Pay | ||
| 5 | * Double Overtime Pay | ||
| 6 | * Commission | ||
| 7 | * Bonus | ||
| 8 | |||
| 9 | There may be times when you may need to** create new Income Items**, for example an employee is paid a different rate for a specific task, or for shift differential pay for those who normally work the evening and overnight shifts. | ||
| 10 | |||
| 11 | * Go to **"Payroll Items".** | ||
| 12 | * If the new Income Item will be applied to all employees, select **"Employee List Settings"** in red at the top the employees listed to the left. | ||
| 13 | ** If the item is for a only a few employees, select one (1) from the list. | ||
| 14 | * Click on the **"New"** button in blue across from **"Income".** | ||
| 15 | |||
| 16 | [[image:https://www.aatrix.com/files/8014/2359/3688/Creating__Assigning_Income_Items_01.png||alt="Learn how to create and assign other income items." height="444" width="680"]] | ||
| 17 | |||
| 18 | **~ ** | ||
| 19 | |||
| 20 | **~ ** | ||
| 21 | |||
| 22 | * In the **"Title" **box, enter a name to appear in the payroll program and on checks for the item being created. | ||
| 23 | * From the **"Type"** dropdown menu, choose the appropriate type for the item being created, for example Hourly. If all employees will have the same rate, you can enter it in the **"$" **box to the right. | ||
| 24 | ** If employees will have different rates, leave it set to 0.00. | ||
| 25 | * The **"Income"** item being created by default will post to the same account that the Gross Pay is posted to in Quickbooks. | ||
| 26 | ** If you have a different account you wish to track this income item in, select it from the **"Expense" **List dropdown menu. | ||
| 27 | |||
| 28 | * Click **"OK"** to create the new Income Item. | ||
| 29 | |||
| 30 | [[image:https://www.aatrix.com/files/7814/2359/3689/Creating__Assigning_Income_Items_02.png||alt="Learn how to create and assign other income items." height="264" width="597"]] | ||
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| 32 | |||
| 33 | * If employees will have different rates of pay, you will need to **personalize** the income item for each employee. | ||
| 34 | * From the list of employees, **select an employee**. | ||
| 35 | * Double-click on the **Income item**. | ||
| 36 | * In the **"Edit Income" **box, enter the rate of pay for the employee in the **"$" **box and click **"OK"**. | ||
| 37 | |||
| 38 | [[image:https://www.aatrix.com/files/6314/2359/3690/Creating__Assigning_Income_Items_03.png||alt="Learn how to create and assign other income items." height="256" width="589"]] | ||
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| 40 | |||
| 41 | * You will see a **"P" **appear with the employee highlighted. This indicates the item has been **personalized **for the selected employee to use a specific rate. | ||
| 42 | * **Repeat to personalize** for employees as necessary. | ||
| 43 | |||
| 44 | [[image:https://www.aatrix.com/files/1314/2359/3691/Creating__Assigning_Income_Items_04.png||alt="Learn how to create and assign other income items." height="448" width="679"]] | ||
| 45 | |||
| 46 | ---- | ||
| 47 | |||
| 48 | == Related Pages: == | ||
| 49 | |||
| 50 | === [[Creating and Assigning Deductions>>doc:Mac.Payroll Items .Creating and Assigning Deductions.WebHome]] === | ||
| 51 | |||
| 52 | Learn how to create and assign deductions. | ||
| 53 | |||
| 54 | |||
| 55 | === [[Setting up Additional State Withholding Deductions>>doc:Mac.Payroll Items .Setting up Additional State Withholding Deductions .WebHome]] === | ||
| 56 | |||
| 57 | Learn how to set up additional State Withholding deductions. | ||
| 58 | |||
| 59 | |||
| 60 | === [[Setting up and Personalizing Pension Deduction>>doc:Mac.Payroll Items .Setting up and Personalizing Pension Deduction.WebHome]] === | ||
| 61 | |||
| 62 | Learn how to set up and personalize deductions for pensions (ie. 401K or IRA). | ||
| 63 | |||
| 64 | |||
| 65 | === [[Creating and Personalizing Employer Paid Items>>doc:Mac.Payroll Items .Creating and Personalizing Employer Paid Items .WebHome]] === | ||
| 66 | |||
| 67 | Learn how to set up Employer Paid Items | ||
| 68 | |||
| 69 | |||
| 70 | === [[Setting up Reimbursements>>doc:Mac.Payroll Items .Setting up Reimbursements .WebHome]] === | ||
| 71 | |||
| 72 | Learn how to set up reimbursements for employees. |