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February 12, 2025
Question

For reporting purposes, how to get payroll pay types to report by type under Wages after having recently upgraded to Premium, payroll reports under wages as a lump sum

  • February 12, 2025
  • 1 reply
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For reporting purposes, how to get payroll pay types to report by type under Wages after having recently upgraded to Premium, statement of activity reports all payroll as a lump sum under wages. I need to see each account reported individually.

1 reply

February 12, 2025

The Totals Only setting can lead to payroll information appearing as a lump sum under wages, Office-saintjohn. Let’s ensure your report is customized to show each separate pay type.

 

Follow these steps to adjust your settings:

 

  1. Navigate to the Reports menu.
  2. Use the search bar to enter Payroll Detail Report and open it.
  3. Click Customize on the report screen.
  4. Select the Total and Details option instead of Totals Only in the customization menu. This adjustment will provide a detailed breakdown rather than just summary totals.

 

While in the Customization menu of your payroll report, ensure the columns for each pay type, such as regular hours, overtime, and bonuses, are actively selected to be displayed. It will enable individual breakdowns of every payment type in the report.

 

Additionally, ensure each payroll item is correctly set up and associated with the appropriate accounts, as any discrepancies here could lead to consolidated figures in your reports. After making these adjustments, rerun the report to verify it reflects the information per your preferences.

 

Moreover, consider memorizing the report to retain your customization settings for future use and set up a schedule to email it automatically.

 

Furthermore, you may want to explore QuickBooks Live Bookkeeping to streamline your accounting processes, ensure accuracy in your financial records, and provide expert support, allowing you to focus more on growing your business.

 

Keep me posted on how your following payroll report runs. Our team is here to ensure your reports meet your needs. Enjoy your comprehensive, well-detailed payroll reports.