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How do I customize ROWS on a report. For example I want to see Employees in Rows and Quarter Periods in Columns and filtered by Gross Payroll account?

 
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QuickBooks Team

How do I customize ROWS on a report. For example I want to see Employees in Rows and Quarter Periods in Columns and filtered by Gross Payroll account?

Thanks for checking out the Community space, rjacobs120564.

 

I'm here to share some information about how the Customization feature works in QuickBooks Online.

 

You can apply multiple filters to personalize your financial report. Most QuickBooks reports have the same set of filters, but some filters are only available on certain reports. With regard to rows and columns, you can choose which rows and columns appear in the reports.

 

Please take note that the Customization feature is currently unavailable in the payroll reports. You can only utilize this feature for your financial, transaction, expense, and income reports. As a workaround, you'll want to export the Payroll Summary by Employee report to view the wages, deductions, and tax info, totaled by employee or period. 

 

Then, export it to an Excel file so you can further customize the report according to your business needs. Here's how to do it:

 

  1. Select Reports from the sidebar menu.
  2. Choose Payroll Summary by Employee from the Payroll section. 
  3. Set the desired reporting date.
  4. Click the Run Report button.
  5. From the Share drop-down menu, select Export to Excel.

I also encourage reading these article to help streamline the reporting process in QuickBooks Online:

If I can be of any other help, please don't hesitate to add a comment below. Have a pleasant day ahead.

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