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Run Payroll reports in Quickbooks

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Run Payroll reports in Quickbooks

Run Payroll reports are prepared from a company’s or business’s account information and data that are related to payroll in some way. They’re composed of payroll transaction data for a specific time span. They can cover a single pay period or several, such as quarterly or yearly pay periods.

The basic payroll report is made up of several sections that are useful not just for this report but for the entire company. The earnings and salaries earned by the company’s employees during that pay period serve as the foundation for each pay period. In addition to the gross amount for wages and salaries, they estimate the net amount given to the employee.

How to Run QuickBooks Payroll Reports

QuickBooks Online Payroll provides 17 payroll reports, ranging from employee information and payroll expenses to workers’ compensation and tax liabilities. We’ll walk over how to run payroll reports in QuickBooks Payroll Online, how to evaluate each report, and how to get more information and avoid a payroll check using reports in the segments below.

QuickBooks Payroll is a no-brainer if you’re ready to start processing payroll for your employees and currently use QuickBooks Online for your accounting purposes. 

Step 1: Select Reports from the drop-down menu

Reports can be found in the left-hand menu when you’ve logged into QuickBooks. (Click on the three-lined “hamburger” icon in the upper left corner if you don’t see the menu.)

When you select Reports, a list of available reports appears. Standard (QuickBooks Payroll templates), Customized (reports you’ve updated and saved, available only if you also have QuickBooks Online), and Management (business overview and sales/expense reports) are the three tabs. A tab for Community reports ma

Step 2: Decide on the Report you want

We’ll go through the Payroll Details report and how to run it. Other reports will follow the same procedure; however, various reports may offer different possibilities. Payroll Summary, for example, does not provide you with the option of selecting work locations.

The Payroll Details report will appear on the screen after you click it. You can then tweak it to fit your requirements.

You can choose from a variety of options in the drop-down menu, including certain quarters, months, years, or pay cycles. You can even make your own time periods if necessary. To do so, select Custom. Then, either choose dates using the calendar icons or manually write them in (mm/dd/yyyy).

Step 3: Choose Employees

After that, select employees from the Employee drop-down option. You have the option of selecting all, active, inactive, or specific employees by name. However, you cannot select more than one employee by name at a time.

Step 4: Select a Workplace

You can dig down by work location in several reports. If this is an option, select what you’re looking for from the drop-down menu.

Step 5: Choose “Run Report” from the drop-down menu list

To generate the findings of your chosen report, press the run report button.

Step 6: Print the Report

To export the report to Excel, click the share option in the upper right corner. It saves it as an XSL file on your computer, which you can change to suit your needs.

Step 7: Print the Report

You may also build a printer-friendly report that you can save as a Pdf to share with others or print in hardcopy.

How to Use Quickbooks to Create Payroll Reports

Go to Employee Payroll Center Reports to run a report. Then, from the drop-down option, choose “Report Center.” You’ll be taken to a page similar to the one below, where you may see every report QuickBooks has to offer.

Step 1: Select “Employees & Payroll” from the drop-down menu.

Look for the desired report under the “Employees & Payroll” tab.

Step 2: Select a Report

To open the report you want to see, click the green “Run” button once you’ve found it.

Step 3: Take a look at your report.

To read another report, repeat the preceding procedures. The steps for creating a report in QuickBooks are the same for all of them. Now that you appear to understand how to make payroll reports, you can utilize them to study your payroll history and employee work patterns in order to better manage your company.

In QuickBooks, how can I edit the payroll report?

The QuickBooks payroll report may be edited or updated by certain employees. Go to the Reports section to use it. After that, select the time period for which you want the report to be generated. Choose which report you’ll need. That means you’ll have to decide whether the report is for Employees of Department Total votes.

  • Step 1: Select “Report” from the drop-down menu.
  • Step 2: Choose one or more time periods for which the report should be accessed. 
  • Step 3: Determine whether “Department Totals,” “Employees,” or both “Department Totals” and “Employees” require a report.
  • Step 4: If you want to include aggregates in the report, select “Aggregates.”
  • Step 5: Select “Employee” from the drop-down menu.
  • Step 6: Choose which employees will be included in the report.
  • Step 7: Next, select “Remove” or “Add” from the drop-down menu.
  • Step 8: Finally, select “Ok” to save the previous data.
  • Step 9: In the “Columns” area, select the information that must be included in the QuickBooks payroll summary report.
  • Step 10: Press and hold the “Remove” or “Add” button a second time.
  • Step 11: If you want to remove all of your current settings, select “None.”
  • Step 12: Finally, to save, click “Ok.”

What is the best way to print a payroll report in QuickBooks?

To print a payroll report, such as the payroll tax liabilities report, select the Print option in the Menu toolbar in QuickBooks. You can glance at the Print Preview if you want to. You can choose the paper size and page margins if you wish.

To learn how to use this printing technique appropriately, read the following:

  • Select “Print” to print an existing report. The “Menu” toolbar contains this option.
  •  View the “Print Preview” option.
  • Click the “Print” button.
  • Go to the “Menu” toolbar and then “Print” to set the page layout. You may also change the page margins and paper size from this menu.

Conclusion

We covered how to run payroll reports in QuickBooks in this article. With you, we went over the steps for making this report in the software. You may use payroll reports to assess your payroll history and employee work habits in order to operate your business more efficiently now that you know how to run them.

FAQ

  1. In QuickBooks Online, where can I access my payroll history?

    Select the View [year] paycheck history link from the Employee’s Overview page. Select the link here under Paycheck History. Choose the employee whose name you want to change. Apply the changes to the employee’s payroll history.

  2. In QuickBooks, how do I see previous payrolls?

    On the Account Maintenance page, you can also look up previous payroll transmissions: Select Employees > My Payroll Service > Account/Billing Information from the drop-down menu.

  3. How Do I Use QuickBooks To Run Payroll Reports?

    1. Select “Employees & Payroll” from the drop-down menu. Search for the desired report under the “Employees & Payroll” tab.
    2. Choose a Report. After you’ve located the report you want to see, click the green “Run” button to see it.
    3. Take a look at your report.

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