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Create and customise payroll reports in QuickBooks Advanced and Bureau Payroll

by Intuit•2• Updated 1 week ago

Learn how to generate payroll reports using templates or from scratch, customise columns and filters, save and download your reports, and manage access for your team.

This article is for customers who use QuickBooks Online Advanced Payroll or Bureau Payroll.

Open payroll reports

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select a report to customise or select +Add a new report to start creating a new report.

Choose a report template

  1. Select Template and pick a pre-populated template.
  2. To start from scratch, skip to the customisation step

Customise your report

  1. Select the Location and Employment status.
  2. Select Display columns to add or remove fields:
    • Add a field: Select the field from the list.
    • Remove a field: Select the x next to the field name.
  3. Reorder headings by dragging them to your preferred position.
  4. Select Run report to view the results.

Save and download your report

  1. When your report is ready, select Save and enter a report name.
  2. To download, select Download and choose Excel or PDF.
  3. Saved reports appear in your report list for future access.

Add your custom report to report packs for consolidated viewing and analysis.

Control who can view or edit your reports:

  1. Go to Settings, then Manage users.
  2. Adjust user permissions for each custom report.