Payroll information - 401k record keeper

@smithja80  If I recall, @BigRedConsulting  works with a number of different reports and data retrieval.

Thanks for becoming part of the Community, smithja80. I appreciate your detailed information.

In QuickBooks, you can customize reports to focus on specific details for financial reports.

Here's how create a custom report:
 

1. In the left navigation bar, go to Reports.
2. Find and open a report. If you're using an Essentials, Plus, or Advanced subscription, you can also run "Detail" versions of standard reports.
3. Use your basic filters on a report to adjust things like report dates, etc.
4. Click Customize.

You can apply multiple filters to a report. Most reports have the same set of filters, while some filters are only available on certain reports.

Here's an overview of what you can customize:
 

Once you've finished customizing, you can save your report so it can be easily generated in the future:
 

1. Hit Save customization.
2. Give your report a name.
3. Select Save.

You can learn more about customizing reports in our Customize reports article.

If you're using an Advanced subscription, you can create custom reports using the Custom Report Builder. If you're not using an Advanced plan, and would like to upgrade, you can do so any time.

You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to accomplish.

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Thursday!