HoneyLynn_G
QuickBooks Team

Employees and payroll

Hi there, @IES.

 

Thank you for joining and adding details in this thread. I can help you click the Funnel option when accessing the Excel based payroll reports.

  1. Click Reports.
  2. Choose Employees & Payroll.
  3. Click Summarize Payroll Data in Excel.
  4. Select the appropriate information on the QuickBooks Payroll Reports Workbook.
  5. Click Get QuickBooks Data.
  6. Select the desired report. Example: Choose the State Wage Listing worksheet.
  7. Each heading has funnel option to help you select the desired information (see screenshot).
  8. Click OK to save changes.

 

For in-depth information, you can check this article: Export payroll data.

 

That should help you in customizing the report, IES.

 

Click the "Reply" tab if you have additional questions or clarifications about reports. I'm always here to provide help. Wishing you all the best!