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RoscoPC
RoscoPC
January 13, 2021
Question

QB Online advanced payroll - report customisation can't be saved

  • January 13, 2021
  • 2 replies
  • 0 views

So I have to do a return to HMRC ands it always has the same details required - 
First Name
Surname

Date of Birth

Gender

Postal Address

But unlike the reports in the main part of QB Online I don't have the options to customise  and save the report for future use, so I don't have the pain of having to select these every time I want to run the report. I want to be able to get someone else to just run the report but they would have to add all the fields and remove the default ones.


Can QB Online please make this consistent with the main reports? The Desktop version, when it had payroll was fine for this. I had to move because payroll was removed from Desktop.... 

 

Rosco

BA for Financial Services

 

2 replies

E
EmmaM
January 13, 2021

Hello RoscoPC, Thanks for reaching out to us about the customisation.Which report are you referring to is it the P32?

RoscoPC
RoscoPCAuthor
January 13, 2021

Hi EmmaM, 

 

no sorry, the report is the Employee Details report. Where you can choose the columns but you can save the customisation. It feeds into an agency regulation report that we have to complete using this information.


Kindest regards

 

Paul

MariaSoledadG
MariaSoledadG
January 14, 2021

Let me share a few details about payroll reports in QuickBooks Online, RoscoPC.

 

I can see how you want to save the report, and being able to run them every time you need the information without having them customised. You can export your data to PDF instead, the same thing with the P32 report. 

 

Please read this article for more information: P32 Report in QuickBooks Online Advanced Payroll.

 

For reference, you might want to read the QuickBooks Online Advanced Payroll Hub to know more about its' benefits and manage payroll settings.

 

Please get back to me as soon as possible if you have any other concerns. I'm just a few clicks away whenever you need assistance with your payroll.

RoscoPC
RoscoPCAuthor
January 14, 2021

Hi There,


We are Running Advanced Payroll

 

I know that I can export the reports to PDF / Excel etc. But what I want to do is to save the customised report settings, like aI can in normal reports in QB online, so I can runt the report again next week with the same settings so that I don't have to pick them every time. 

 

This is NOT about the P32 report, which is for something else, this is for the Employee Details Report. 

 

 

 

E
EmmaM
January 14, 2021

Hello RoscoPC, the display columns in that report default and there is not a way to save the selections as it is not a customisation like in the main reports section where you are filtering and adding columns onto the reports, the advanced payroll reports where not  built within QuickBooks reporting system so they do not work the same way as those in advanced payroll reports.

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