Skip to main content
S
scohen
June 16, 2020
Question

Where do I find employee year to date information

  • June 16, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

M
mv32
June 16, 2020

I'd be happy to help you with that, @scohen.

 

You can find the YTD information by pulling up a report in QuickBooks Online (QBO). It offers a flexible display of Payroll Reports for any customization you can imagine. I'd suggest checking out the Payroll Details report for showing YTD on wages for a specific pay period. The steps below will help you achieve this.

 

Here's how to run the Payroll Details Report:

  1. Navigate the Reports tab and then type Payroll in the search bar.
  2. Select Payroll Details from the selection that appears below.
  3. Set the Report period to Custom and set it as the beginning of the year to the specific pay period you're searching for. You can also narrow it down to only one employee if you'd like.
  4. Click Run Report. The YTD values will be shown at the bottom of the report.

You can refer to this video article on Payroll Reporting for more details. It covers most of the information needed in running payroll reports.

 

Also, I've added an article about how to filter and customize reports in QuickBooks Online: Customize reports in QuickBooks Online.

 

Feel free to give me a comment here if you have more questions in mind. I'll keep my notifications open. Have a great day!

C
CWeinberger
July 9, 2021

We've just entered YTD payroll Deductions and Contributions for 36 employees and want to verify against the previous payroll system totals. None of the Employee Detail, or Payroll Summary by Employee reports appears to be able to report these entered balances. Is there a way to report this data for comparison?

Adrian_A
Adrian_A
July 9, 2021

I know a way on how you can compare the data, CWeinberger.

 

We can run the Payroll Deductions/Contributions report and then export it to an Excel file. Let me guide you how:

 

  1. Click the Reports tab.
  2. Enter and select Payroll Deductions/Contributions.
  3. Filter the Date Range to the previous data.
  4. In the Share drop-down, select Export to Excel.

 

Then, do the same steps but, this time filter the dates to the recent one.

 

Afterwards, you're good to compare your employee's previous and recent deductions and contributions.

 

I've also added this article if you want to edit taxes: Deductions and contributions.

 

As always, feel free to browse our Help page for some related articles about the said payments.

 

The Community is always here to help resolve your concerns so you can continue performing QuickBooks tasks seamlessly.

N
NormLevin
May 20, 2024

That will only give you a cumulative total of all employees, not individual totals.

BTW: Am I the only QBO user that hates QBO?  Why didn't Intuit just convert QB Desktop to Online?

I love QBD!  QBO is a POS!  Somebody had to say it.

Terms & ConditionsAccessibility statement