Create and download a custom report in QuickBooks Payroll powered by Employment Hero

1. Click the Reports menu.

2. Under Payroll, click +Add a new report.

3. Fill in the following details about the report you want:

• Date range: The dates the report will cover.
• Employee: The specific employees included in the report.
• Locations: The business locations that will be included in the report.
• Pay schedule: The types of pay schedules included in the report.
• Employment status: The types of employees included in the report.
• Template: The type of report template that will be used to create the report.
• Display columns: The data that will make up the columns of the report.

4. Use the Display Columns search field to search for categories such as Employee ID, Gross Earnings, and Primary Location.

5. You can also just use a Template from the drop-down menu.

6. Click the Run report button.

7. Drag and drop each column into the desired position.

8. Click the Save button.

9. Type a name for the report.

10. Click the Save button again.

11. The report will now show within the list of reports under the Payroll heading.

1. Follow the instructions above to create a custom report.
2. Once the report has been created, click the Download button.
3. Choose between Excel and PDF.

1. Click the Business menu.

2. Click the Payroll Settings submenu.

3. Under Business Management, click Manage Users.

4. Click the pencil icon button next to the person you want to give access to.

5. Click the Reporting tab.

6. For the "User has access to:" field, select The Following Reports.

7. Click the reports you want to give access to.

8. Click the Save button.