We appreciate you for returning to this thread, DBAeroSphere. Allow me to add more insight on what report in QuickBooks Desktop (QBDT) you can use to show your needed information.
In QBDT, we can pull up the Payroll Transaction Detail report. Then, export the data so you can manage it in Excel. This report shows your employee's name and the transaction date and amount.
Here's how:
- Open QuickBooks.
- On the Reports menu, select Employees & Payroll.
- Click the Payroll Transaction Detail. Then, enter the correct date range or choose All on the Dates ▼ dropdown.
- You may also modify your report's data in the Show Filters or Customize Report section if needed.
- On the Excel ▼ dropdown, select Create New Worksheet.
- Choose a selection from What would you like to do with this report? prompt. Then, hit Export.
- After the selection, we can now access and manage the data on Excel.
Also, I'm adding this article as a reference on managing and personalizing your reports in QuickBooks: Customize reports in QuickBooks Desktop.
Please comment below if you have more queries regarding exporting reports in QBDT. We'll be here to lend a hand. Have a great day.
Hello Ivan,
Thank you for the response. That report does work for my needs, it's what I was using in a roundabout way. One thing I would Like to add before I close this thread though. To get the the data I wanted I did a little more filtering. The default report shows liabilities like unemployment and the like.
Customize Report > Filters > Payroll Item > Multiple Payroll Items
Allows you to filter by the expense code. This can be used to see things like the amount spent on overtime, etc. In my case, I included the first half of the list because the rest were liabilities and I don't care about those in this case.
