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S
swfloridasalons
October 5, 2023
Question

What payroll report will simply show the amount for the direct deposit necessary?

  • October 5, 2023
  • 1 reply
  • 0 views
Most recently the payroll reports available for download after a payroll run changed. Now I can no longer get a simple report that tells me how much my direct deposit needs to be. Am I missing something?

1 reply

Adrian_A
Adrian_A
October 5, 2023

 Hello Sandy,

 

I want to ensure that the details I'll provide match your concerns. With that, can you share more details about it? Can you elaborate on this part, "How much my direct deposit needs to be?"

 

I'll keep an eye on your response.

S
swfloridasalonsAuthor
October 7, 2023

Thank you. So when you submit payroll you are them able to download payroll reports. None of these reports simply show the details of the submission in terms of the Direct Deposit, Tax deposit due, etc...You have to navigate all the reports and finally look at the "Payroll Summary" report and find the "Net Pay" column to see what you actually need to deposit into your payroll account. The "Total Cost" report used to have this number on it. 

C
ChristieAnn 11
October 7, 2023

I appreciate you for coming back to the thread and clarifying your concern about getting a report in QuickBooks that contains the data that you need, swfloridasalons. 

 

Please know that viewing a report that displays how much direct deposit needs to be or the details of the submission in terms of the DD, and Tax deposit due is only available after making a paycheck and selecting the Preview payroll details button. That said, this option is no longer available after submitting a payroll in QuickBooks. Let me provide different report or alternative steps to achieve your goal.

 

For now, you can run and customize the Payroll Details report in QBO. This way, you're able to view the details mentioned above including the Net pay and the Total cost.

 

Here's how:

 

  1. Go to the Reports menu at the top.
  2. Choose Payroll Details on the search bar.
  3. Select the report to open it and click the Customize button.
  4. You can click the Select All link to automatically checkmark the boxes so all the information shows up.
  5. Click Run report.

 

Lastly, refer to this article if you need steps on how you can memorize reports that allow you to save with its recent customization: Memorize reports in QuickBooks Online.

 

Let me know in the comments if you have other payroll concerns and questions about managing transactions in QBO. I'll gladly help. Take care and I wish you continued success, swfloridasalons.

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