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H
Heather4D
October 24, 2023
Question

Employee Birthday List

  • October 24, 2023
  • 1 reply
  • 0 views

I need a list of all my employee's birthday's.  I have tried the below steps but when i do that my QBO does not show me the month or the year of the employee's birthday's. How can I get the list to show me the month, day and year of each employee's birthday?

Below is what i have already tried....

First, the Employee Directory displays your employee's work location, phone number, email, and other contact info for each employee. While, the Employee Details report shows your employees' information including pay rate, deductions, tax withholding, hiring date and birthday.

 

To view this report, here's how:

  1. Go to Reports tab.
  2. Choose Employee Detail under Payroll tab.
  3. Click Run Report.

1 reply

R
Rasa-LilaM
October 24, 2023

Hello there, Heather4D.

 

I recognize all your efforts in trying to show the birthdates of your employees in the report. Let me help and guide you towards your goal. 

 

You'll have to click the View button on the report and pass verification before the data will appear and can be exported or saved as a PDF. 

For a list of reports available in each payroll service and steps to customize one, check out this article: Run payroll reports.

 

Feel free to browse our online resources if you need more details on how to carry out a specific payroll task or manage reports. From there, you'll find tips on how to grow your business and handle accounting activities easily.

 

Reach out to me again if you have any clarifications or additional questions about building payroll reports. I'm always ready to assist you further. 

H
Heather4DAuthor
October 24, 2023

I have also tried that it gives me an option for them to call me with a code.  Are they going to have to call me with a code for every single employee?

J
JamaicaA
October 24, 2023

Thank you for the prompt reply, @Heather4D. I see that you've followed the suggestions above and went through with the verification. I'll answer your question regarding the code.

 

You only need to go through the verification once to see your employees' birthdays. However, this won't display on the report so you'll need to export it to Excel. I'm adding some screenshots below for reference:

 

If you need to get the total payroll wages, taxes, deductions, and contributions, refer to this article: Create a payroll summary report in QuickBooks.

 

Feel free to scan this guide to learn how to update your employees' info: Edit or change employee info in payroll.

 

You should be able to obtain the list of your employees' birthdays. Please don't hesitate to get back to me for any other payroll or employee info concerns. It'll be my pleasure to assist you further.

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