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D
Deadwood Al
June 30, 2024
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Excel Reports - Summarize Payroll Data

  • June 30, 2024
  • 2 replies
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Curious about the custom reports - Summarize Payroll Data.  When I run this report, there are two tabs that do not show my data, but continue to show a couple other state & employees ... I assume samples from whoever made the report ... but I'm curious as to why these two tabs don't seem to look at my data.

 

** State Wage Listing tab .... Maybe because my state (SD) doesn't have an income tax? It DOES have other employment taxes, i.e. State Unemployment, Investment credit, etc. This tab doesn't appear to have searched for any of my data. It always shows Qtr 4 regardless of what qtr I run the report for.

** Quarterly tab .... Again, none of my data is on this report, and it always shows Qtr 4 regardless of what quarter I run the report for. ?????

 

Any feedback? Or is this an unsupported area for QB?

 

Best answer by BigRedConsulting

This is happening because the version of the workbook Intuit is shipping is corrupted. This has been reported for years, but Intuit steadfastly refuses to fix it.  So I fixed it.

 

See Summarize Payroll Data In Excel Fix « Big Red Consulting 

2 replies

J
JamaicaA
June 30, 2024

I see the convenience of generating the Summarize Payroll Data in Excel according to the quarter you've set, Deadwood. The tabs will only show Quarter 4 in the report, and I'll tell you more about it.

 

The State Wage Listing and Quarterly tabs only populate a specific quarter on the report, despite changing the Dates on the reporting period in QuickBooks. With this, we can work together to submit a suggestion to our product innovators. Rest assured that they will review and consider it for future enhancements based on the number of users' requests.

 

Here's how:

 

  1. Go to the Help icon at the top menu.
  2. Select Send Feedback Online and then click Product Suggestion.
  3. Enter your request, then tap Send Feedback.

 

Keep an eye on your proposals through this website and stay updated on recent developments by visiting our blog.

 

In the meantime, you can run the Payroll Summary and make some changes to view a wider scope of data. I'll show you how:

 

  1. Go to the Reports menu at the top, navigate to Employees & Payroll, and select Payroll Summary.
  2. In the Dates dropdown, choose This Calendar Year to Last Month.
  3. Under Show Columns, pick Quarter.

 

Here's an article for your guide in creating worksheets for the available Excel-based reports: Export reports as Excel workbooks in QuickBooks Desktop.

 

However, if this personalization doesn't work, can you please send a screenshot of what it looks like on your end? This can help me provide a resolution intended for your situation.

 

You'll want to explore how to tailor reports to oversee payroll and keep track of employee expenses: Customize payroll and employee reports.

 

I've got you covered if you have more questions about customizing payroll reports. Let me know by using the Reply option below. Take care always.

BigRedConsulting
BigRedConsultingAnswer
June 30, 2024

This is happening because the version of the workbook Intuit is shipping is corrupted. This has been reported for years, but Intuit steadfastly refuses to fix it.  So I fixed it.

 

See Summarize Payroll Data In Excel Fix « Big Red Consulting 

    D
    Deadwood AlAuthor
    June 30, 2024

    Interesting how Intuit / QB employees either don't know about the corruption OR they have been trained to overlook it. Either way, not a good look for QuickBooks management and design group. Thank you for the information.

     

     

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