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dannjayf
July 5, 2022
Question

Exporting report date to Exccel

  • July 5, 2022
  • 1 reply
  • 0 views

Just encountered a new problem shortly after converting from QB Contractor 2020 to QB Contractor 2022.

 

After every payroll, we export the payroll date to an Excel report for union reporting purposes. QB is making all the correct deductions and paychecks are correct, but intermittently some of the hours are being exported as text instead of as numbers, so the total number of hours aren't being included on the report and are understated.

Is there a fix for this? I'm not a real sophisticated QB user and have no idea why it started doing this or how to fix it.

 

Thanks in advance.

 

Mark

1 reply

BigRedConsulting
BigRedConsulting
July 5, 2022

What are you exporting to Excel?  For example, a report? And if a report, which report?

 

 

C
ChristieAnn 11
July 5, 2022

Hi there, dannjayf.

 

Welcome back to the QuickBooks Community. I'll be providing details on how exporting data works in QuickBooks. Then, ensure you can transfer your payroll details accurately in the Excel file by following the troubleshooting information below.

 

When exporting payroll data from QuickBooks to Excel, the details will transfer the same as what you entered in the program. With this, I recommend checking the settings of your excel and making sure that it's updated to the latest version. This is to ensure that the file will work smoothly.

 

Then, I also suggest updating your QuickBooks Desktop to the latest release to keep your software up-to-date so you always have the latest features and fixes. 

 

Here's how to set up automatic updates:

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Go to the Update Now tab. Then, you can select the Reset Update checkbox to clear all previous update downloads.
  3. Choose Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.
  5. When prompted, accept the option to install the new release.

 

After that, you can open this article to view further details: Update QuickBooks Desktop to the latest release. This also provides steps on how you can do manual updates.

 

Additionally, you have to update the same thing for your payroll tax table. This way, you have the most current and accurate payroll data including hours details when exporting them.

 

Lastly, you may refer to this article to see steps on how you can customize any payroll report that you generate to personalize the information that you want to view: Customize reports in QuickBooks Desktop.

 

Please drop a comment below if you have any other questions about exporting payroll data or if you have any other questions about QuickBooks. I'll be happy to help you out, annjayf. Have a good day!

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