You said I am trying to add a pay run audit report to a report pack. I want to add the current period but it is not available to select. How do I add the report?

JDCambridge · ‎April 16, 2022

I am going to add the report pack to an automated pay run and I want to send the pay run audit report as part of that process. How do I do that?

Charies_M · ‎April 17, 2022

I'm here to answer your follow-up question, JDCambridge.

The option to add a payroll audit report is attached to the automated pay run process. Also, QuickBooks Online (QBO) will only generate a report after completing the payroll run.

QBO is constantly changing and evolving based largely on the suggestions and requests of users like yourself. For now, I want you to get in the loop about the latest news and product developments in QuickBooks. That said, I encourage you to visit our Firm of the future site. To narrow down your search, you can go to the Product & Industry News tab.

To know more about the Payroll reports that you can run in QuickBooks, see the below articles:

If there's anything else you need help with, let me know by adding a comment. I'm more than happy to assist you. Have a great day!

View solution in original post

JDCambridge · ‎April 17, 2022

Thank you Jasro

I understand that once you have completed a pay cycle you can add the ‘pay audit report’ to a ‘report pack’, but that was not the question.
The question was how do I add a ‘pay audit report’ to a ‘report pack’ as part of the ‘automated’ pay run process.
The answer is you cannot add it to a ‘report pack’ because the ‘pay audit report’ is not available to add until such time as the payroll is processed.
Charles_M said ‘The option to add a payroll audit report is attached to the automated pay run process.’ But I can’t see this in the ‘payroll schedules’ automated settings so I don’t think this is correct.
I think the answer is you cannot produce a ‘pay audit report’ as part of the automated payroll process.
Thank you for your help.

View solution in original post

AbegailS_ · ‎April 16, 2022

Hello and welcome to the Community, @JDCambridge.

I can share some information about generating the report that you want.

Can you tell me more about the report that you're referring to? That'll help me provide an accurate solution to the concern you're having.

Additionally, if you could send over a screenshot that would be helpful for me to take a closer look.

Also, to further guide you in getting insight into your business performance using QBO, I'd recommend checking out this article: Reports Help Articles. It includes info about creating and running stock reports, balance sheets, and profit and loss to manage your business.

I'm all ears if you have other reporting concerns in QBO. You can drop a comment below, and I'll gladly help.

JDCambridge · ‎April 16, 2022

Hi There

Please take a look at the screen shot. I am setting up a report pack and I would like a Pay Run Audit Report as part of the pack. As you can see from the screen shot it is asking me for 'pay run' and I am unable to select one. I would like to select current period as the report pack will be sent as part of the automated payroll process.

My ultimate objective is to send a report showing the payments to employees that are required once the automated pay run has completed.

Thanks

Judith

SarahannC · ‎April 16, 2022

Hello there, @JDCambridge. Thanks for getting back to us.

I know how important to generate a report that includes the payments of the employee. Please be informed that your screenshot wasn't included in your previous replies. Still, you can attach a screenshot and make sure to cover all the important details.

If you're referring to the Pay run field being empty and there are no options to select, make sure to choose the pay schedule correctly. Then, ensure to have an existing pay run to generate them in the field.

I've also added these references that have detailed information in viewing payroll reports:

Please let me know how it works. You can always go back to this thread if you have additional questions, JDCambridge.

JDCambridge · ‎April 17, 2022

Thank you for your reply.

Let me ask the question in a different way.

Can I add a 'payroll audit report' to a 'report pack' that is sent as part of the 'automated pay run' process?

The 'payroll audit report' period will not exist until the 'automated pay run' is run so I cannot append the report period when I set up the 'report pack'.

Other reports in the 'report pack' set up allow me to select 'current period' but the 'payroll audit report' does not. Does this mean you can only select a 'payroll audit report' from a completed pay cycle to add to a 'report pack'? If so, this makes the automation of the pay cycle unusable as the infomation in the 'payroll audit report' is not completely available in other reports.

My overall objective is to produce a 'net pay' report as part of the 'automated pay run' process by adding it to a 'report pack' so I know how much to pay each employee.

Many thanks

Charies_M · ‎April 17, 2022

I'm here to answer your follow-up question, JDCambridge.

The option to add a payroll audit report is attached to the automated pay run process. Also, QuickBooks Online (QBO) will only generate a report after completing the payroll run.

QBO is constantly changing and evolving based largely on the suggestions and requests of users like yourself. For now, I want you to get in the loop about the latest news and product developments in QuickBooks. That said, I encourage you to visit our Firm of the future site. To narrow down your search, you can go to the Product & Industry News tab.

To know more about the Payroll reports that you can run in QuickBooks, see the below articles:

If there's anything else you need help with, let me know by adding a comment. I'm more than happy to assist you. Have a great day!

JDCambridge · ‎April 17, 2022

"The option to add a payroll audit report is attached to the automated pay run process"

This is not the case . It is not an option in the pay schedules - authomated settings.

JasroV · ‎April 17, 2022

I appreciate your quick response and for sharing an update with us, @JDCambridge.

I'll make sure you can attach your payroll audit report to your report pack.

To begin with, you'll want to ensure you've selected the appropriate pay schedule. This way, you'll be able to select the current pay run. I've attached a screenshot for your visual reference.

If this is not the case, I suggest logging out and logging back in to your QuickBooks Online (QBO) to refresh it. This also helps for the updates to take effect.

When everything is in place, feel free to utilize these resources that can help you seamlessly managing your payroll:

Please don't hesitate to leave a reply if you have any other concerns or follow-up questions about your report pack. I'm always here ready to help you. Keep safe!

JDCambridge · ‎April 17, 2022

Thank you Jasro

I understand that once you have completed a pay cycle you can add the ‘pay audit report’ to a ‘report pack’, but that was not the question.
The question was how do I add a ‘pay audit report’ to a ‘report pack’ as part of the ‘automated’ pay run process.
The answer is you cannot add it to a ‘report pack’ because the ‘pay audit report’ is not available to add until such time as the payroll is processed.
Charles_M said ‘The option to add a payroll audit report is attached to the automated pay run process.’ But I can’t see this in the ‘payroll schedules’ automated settings so I don’t think this is correct.
I think the answer is you cannot produce a ‘pay audit report’ as part of the automated payroll process.
Thank you for your help.

JoesemM · ‎April 18, 2022

Thanks for getting back to us and sharing your thoughts, @JDCambridge.

I can see how the benefit of being able to produce a pay audit report when you process payroll. We take customer suggestions as opportunities to improve the various features (reporting) within our products. Therefore, I would encourage you to send suggestions or product recommendations.

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

Go to the Gear icon.
Select Feedback.
Type in your recommendation in the Share your feedback field.
Click Next.
Follow the on-screen instructions to complete the process.

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

To further guide you in getting insight into your business performance using QBO, I'd recommend checking out these articles:

Please know that I'm just a reply away if you need any further assistance running reports in QBO. Wishing you all the best, @JDCambridge.

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You said I am trying to add a pay run audit report to a report pack. I want to add the current period but it is not available to select. How do I add the report?