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I would like to print a list of my employees' emergency contacts. I've tried to create a custom report, but no luck. Anyone have suggestions?
You can export your Employee Contact List report to Excel or use the Notes section of your employee's profile to view and print their emergency contacts, Clark. I'll be glad to walk you through these two processes.
Currently, the option to print a report containing this information is unavailable. However, you can consider adding your employee's emergency contact from the Notes section on your worker's payroll profile. To do this, follow the steps below:
Afterward, run the Employee Contact List report to view this information. To do so, here's how:
After completing the steps, you can view this information from the report and print it easily. For your reference, please see the screenshot below:
Alternatively, you can export the Employee Contact List report to Excel and manually input the required information. To do this, please follow the steps below:
Open the report using Excel, then add the information you need. For reference, please see the screenshot below:
Additionally, here's an articles that you can check if you want to memorized your customized reports in QuickBooks: Save a customized report in Quickbooks Online.
We're here to help with any further questions you may have about report management in QuickBooks. Feel free to click the Reply button to reach out to us.
Thank you! I really appreciate your advice!!
Actually - I tried using that advice, but it doesn't work. The notes for employees don't appear in the report, even if I just export it to Excel.
You can view the notes when you run an Employee Contact List by ticking the Note checkbox, Clark. I'll guide you through this process.
If you're using the modern view, you'll have to filter the columns and tick the Note checkbox to display the Note column.
If you're using the classic view, click the Gear icon inside the report page and check the Note checkbox in the Change columns section.
After that, click Run Report to refresh the view and see the Note column.
Since the option to print a report containing this information is currently unavailable, I recommend submitting a feature request directly to our Product Development Team for further review. Here's how:
In the meantime, you can export the Employee Contact List report to Excel and manually enter the necessary information, as previously mentioned by my colleague.
If you would like to save a customized report with your preferred settings, please refer to this article: Save a customized report in QBO.
If you have any further questions regarding generating reports for employees, please revisit this thread, and I'll be happy to assist you.
Although this does work, it is a lot of extra steps since there is already an Emergency Contact form in Quickbooks Payroll. It would be great to be able to have it as an option to include in the report (like "Notes" or "Address"). Your solution adds work by having to readd all the information into other places.
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