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bchreene
September 29, 2020
Question

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

  • September 29, 2020
  • 1 reply
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1 reply

AlcaeusF
AlcaeusF
September 29, 2020

Hello @bchreene,

 

Welcome to the Community. Let me share a payroll report you can run in QuickBooks Online.

 

You can use the Employee Details report to view each of the employee information. However, the option to show employees for 2020 only is unavailable.

 

As a workaround, I recommend setting up the report to show all employees (active and inactive), then export it to Excel. This way, you'll be able to customize the output manually.

 

Here's how:

 

  1. On the left panel, click Reports.
  2. Scroll down and select Employee Details.
  3. Below Employee, choose All Employees.
  4. Hit Run report.
  5. Press the drop-down arrow next to Share. 
  6. Click Export To Excel. 

Additionally, I recommend visiting the following article to know more about the payroll reports available in QuickBooks: List of payroll reports.

 

Leave a comment below if you have other concerns. The Community and I will be around to help you.

B
bchreeneAuthor
September 29, 2020

Thank you for the response.  I have ran that report, however; it creates 376 pages that I have to go through and delete.  I will just have to take the time to get it done.

 

*Also thanks so much for the Report list.  This will come in handy!

M
MadelynC
September 29, 2020

You can sort and filter it, @bchreene.


Let me assist you today, so you’re able to view your 2020 employees report in Excel with only a few steps.


After exporting them to Excel as a suggested workaround, you can modify the details that matter to you, so you don’t need to delete them. I’ll show you how:

 

  1. Click on Enable Editing at the top.
  2. Select Sort & Filter at the right top.
  3. Choose Filter.

 

You might want to check this link to learn more about customizing reports in QuickBooks to look them more personalized.

We’ll be right here to help whenever you have concerns with QuickBooks. Take care.                                                                                                                                       

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