Solved

Creating Employee Annual Payroll Summary Including Class

Forum|Forum|4 years ago
July 13, 2022
1 reply
0 views

Hey, Everyone! - I've been trying to create and have been trying to find an employee payroll report which I feel does not exist. - I've actually been searching for years!

I need a report that shows each employee by name and their total gross earnings for any period. - I also need this report to show each employee's class (teacher, teacher aide, etc.) - All Employee Summary and Payroll Summary reports I find will show only the name OR the classes and total gross for the period. - I normally have to create that report, save it as an Excel document, then type in their class. - The Payroll Transactions by Payee will show the names, but not their class, and will not give just a total for the period. - It shows each check received during the period.

Can anyone help? - My auditor as asked for this report format, as has our Worker's Comp vendor.

Thanks, James Day

QuickBooks Desktop Payroll

Best answer by AlcaeusF

Good day, @James-Day.

I'm glad you've taken the time to reach out to us here in the Community about the payroll report you need. I'm here to provide clarification about the availability of the report in QuickBooks Desktop.

I can see that you've been searching for this type of report for years. This report would be very helpful to a lot of QuickBooks users.

Unfortunately, the ability to run a report that will show the payroll summary together with the class is unavailable. You're on the right track with exporting the data to Excel.

For now, I recommend utilizing this workaround and adding the necessary details from Excel. There's no other workaround yet that we can use aside from it.

As we assess this feature, I encourage you to send feedback to our product engineers. Your voice takes part in the improvement of our QuickBooks products.

They might include this option in future updates for Desktop. Here's how to submit feedback:

Open QuickBooks Desktop.
Click the Help tab at the top menu bar.
Hover your cursor to Send Feedback Online, then select Product Suggestion or Help System Suggestion.

There are a lot of ways how you can personalize reports in the Desktop version. For more information about how to make changes to the display and filters in QuickBooks, check out this article: Customize reports in QuickBooks Desktop.

The Community is available 24/7 for any assistance you need with the QuickBooks products. If you have additional questions or concerns, please don't hesitate to drop a comment below.

AlcaeusFAnswer