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C
co-88
May 15, 2024
Question

employees by class

  • May 15, 2024
  • 1 reply
  • 0 views

How do I easily view employees by class? Could easily do in QB Desktop.

1 reply

J
jeanbiverly_
May 15, 2024

I can help you display your employees by class, @co-88.

 

You can run the Payroll Summary by Employee report and customize it to focus only on the names of your employees and their respective classes.

 

Here are the steps to follow:

 

1. Navigate to the Reports menu.

2. Type in Payroll Summary by Employee in the Find report by name search field and select it.

 

 

3. Click the Customize button.

 

 

4. Review all filters. To highlight the employees' names and classes, untick all checkboxes under the What to include dropdown except Class.

5. Hit Run report.

 

 

Here's an article that you can use as a reference in personalizing your reports: Customize reports in QuickBooks Online.

 

In case you want to save a report with its current settings, check out this article for more guidance: Memorize reports in QuickBooks Online.

 

I'm still ready to back you up if you've got other concerns with viewing your employees by class. Just leave a reply below, and I'll be around to assist. Have a great day!

C
co-88Author
May 15, 2024

ok - I ran the report but can find no way to save the custom report.

 

This task would be a heck of a lot easier if in the Employee Center I could go to Gear, "Show Columns" and choose "Class"! No extra report creation necessary - all viewable where it should be.

 

QBO is exhausting!

 

M
MirriamM
May 15, 2024

I know the importance of saving the customized report, co-88.

 

At this time, the option to save the customized report for the Payroll Summary by Employee is currently unavailable. In the meantime, you can export the report to Excel to create a copy.

 

To export the report, follow these steps:

 

  1. Open the Payroll Summary by Employee report.
  2. Set the necessary filters.
  3. Click the Export button in the upper right-hand.
  4. Choose Export to Excel.

 

We are committed to ensuring a seamless experience while running reports and continuously strive to enhance your experience with QuickBooks Online (QBO). We suggest to submit your feedback requests to our product developers within your QBO account. This will help our team better understand your concerns and suggestions, ultimately improving your experience while using the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

For future reference, here's a great resource about the best practices when reconciling: Reconcile an account in QuickBooks Online.

 

If you need further assistance when running a report, co-88, feel free to reach out. I'm here to help. Have a great day!

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