Skip to main content
M
Mcsbend
January 8, 2024
Question

Exporting Payroll Information to Excel

  • January 8, 2024
  • 2 replies
  • 0 views

Since QBO does not actually offer full payroll for our state - or most states - we have to manually upload 1099 and W2 information to the state in their format.  If I could just get all the information in a spreadsheet format with employees listed by row in a column, then wage info for each employee in the next column, etc. then I could convert it to the format necessary for the state.  However, that doesn't even seem to be an option in QBO.    Has anyone found a workaround?   Or an app that will take all the info on a pdf of the W2 and put it into excel columns?   QBO keeps responded "just use an app to convert it" but will not give suggestions.  A search basically sends me to other payroll service providers - which maybe that's what we should do in the future. 

2 replies

4
4Gal
January 8, 2024

Explore this app to integrate with QBO and file your tax.

https://blue.mbsy.co/6tJhcz

 

C
ChristineJoieR
January 8, 2024

Thank you for sharing this to the Community page, Mcsbend. Since you posted twice with the same topic, I'll route you to the page where my colleague provided an answer to your query.

 

You can visit this article for your guide: https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/re-since-qbo-does-not-handle-local-tax-filings-how-do-i-get-a-w/01/1370029/highlight/true#M121455

 

You can still add your response if you need to more assistance with QuickBooks related topics. Have a fantastic day.

M
McsbendAuthor
January 8, 2024

She didn't answer my question.  She said to look for an app -- 

 

I have tried looking for apps as you suggested but there isn't an app that converts the W2s to excel in a format that allows one to then upload it to the state.  

 

The issue is that users need to get all the information that is located on a W2 into a format compatible with excel so that the W2 can be filed with the state.  This is what QBO should be doing - what we paid for - and somehow I'm being told it's not included even though we have "Full Service Payroll" that files "all state tax forms and W2s"  

 

We at least need to be able to pull a basic report with employee's names listed in a column and then subsequent columns list that employees address, SS#, gross wages, taxes withheld, etc. 

Terms & ConditionsAccessibility statement