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bchreene
Level 1

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

 
9 Comments 9
AlcaeusF
Moderator

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

Hello @bchreene,

 

Welcome to the Community. Let me share a payroll report you can run in QuickBooks Online.

 

You can use the Employee Details report to view each of the employee information. However, the option to show employees for 2020 only is unavailable.

 

As a workaround, I recommend setting up the report to show all employees (active and inactive), then export it to Excel. This way, you'll be able to customize the output manually.

 

Here's how:

 

  1. On the left panel, click Reports.
  2. Scroll down and select Employee Details.
  3. Below Employee, choose All Employees.
  4. Hit Run report.
  5. Press the drop-down arrow next to Share
  6. Click Export To Excel

Additionally, I recommend visiting the following article to know more about the payroll reports available in QuickBooks: List of payroll reports.

 

Leave a comment below if you have other concerns. The Community and I will be around to help you.

bchreene
Level 1

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

Thank you for the response.  I have ran that report, however; it creates 376 pages that I have to go through and delete.  I will just have to take the time to get it done.

 

*Also thanks so much for the Report list.  This will come in handy!

MadelynC
Moderator

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

You can sort and filter it, @bchreene.


Let me assist you today, so you’re able to view your 2020 employees report in Excel with only a few steps.


After exporting them to Excel as a suggested workaround, you can modify the details that matter to you, so you don’t need to delete them. I’ll show you how:

 

  1. Click on Enable Editing at the top.
    Capture.PNG
  2. Select Sort & Filter at the right top.
    Capture.PNG
  3. Choose Filter.

 

You might want to check this link to learn more about customizing reports in QuickBooks to look them more personalized.

We’ll be right here to help whenever you have concerns with QuickBooks. Take care.                                                                                                                                       

BeardElectric
Level 2

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

I do not understand why, at the time of responding to any questions, only online Quickbook is mentioned.

:(

 

SashaMC
Moderator

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

Hello BeardElectric,

 

Thanks for joining the thread. The reason for this would be that the post is tagged as a QuickBooks Online thread, so naturally, the responses would be under that product. 

 

However, if you share what's going on with me, I will be more than happy to help you with any of our products. Simple hit that reply button below, and I will look forward to your response. Take care for now! 

 

Tiffanyrice
Level 1

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

I'd like to know if there is a way to run this type of report in QB desktop?  I need to now account for all employees, seasonal & full time for the new 401K law, total hours seasonal employees worked, and in a consecutive 245 month period.

FritzF
Moderator

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

Hello, Tiffanyrice.

 

Thanks for joining this conversation. Allow me to chime in and help run the report you need in QuickBooks Desktop (QBDT).

 

Based on the information you've shared, you can pull up the payroll summary by employee report in QBDT. This will display all the details you need including payroll wages, taxes, deductions, and contributions totaled by employees.

 

Here's how:

 

  1. In QBDT, go to the Reports menu at the top.
  2. Select Employees and Payroll, then Payroll Summary.
  3. Adjust the date range appropriately.
  4. In the Show Columns dropdown, click Employee.
  5. Tick Customize Report tab, then Filters tab.
  6. In the Choose Filter section, scroll down to select Name from the filter list.
  7. From the Name dropdown, select the employees. 
  8. Hit OK.

 

To know more about managing and running payroll reports in QBDT, consider checking out these articles:

 

 

You can also visit our website for more tips and other resources you can use in the future: Self-help articles.

 

Please post again or leave a comment below in the thread if you have additional questions about payroll reports or anything else QuickBooks. I'm always here to help. Take care.

fashion15below
Level 1

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

This doesn't work because you have the employee name, birthdate, hire date, and termination date in one cell. There is no way to sort or filter for a hire date or termination date. Is there another report that would make sorting possible? I'm not finding a way to do this.

Mich_S
QuickBooks Team

How do I run a report that contains all of the employees for 2020 (inactive & active) as well as their start date, term date and social security #?

Hi there, we appreciate you for joining the thread. Let me share some tips on how you can personalize the report.

 

The Employee Contact List report can be ran and customized to display the information you need. Currently, just the Hire Date box can be selected to display that column. Here's how you can do it:

 

  1. Open the Reports menu and select Employees & Payroll.
  2. Click on the Customize Report button.
  3. Go to the Display tab.
  4. Check the Hire Date box.
  5. Once done, click on OK.

 

Please see the photo below for visual reference:

 

 

Alternatively, you can export the payroll report to Excel and then modify the details from there. I'll show you how:

 

  1. Run the payroll report.
  2. Click on the Excel drop-down.
  3. Select Create New Worksheet.
  4. Choose the radio button applicable under What would you like to do with this report? box.
  5. Lastly, click on Export.

 

 

 

If you're all good, feel free to browse this guide on how you can pay your employees: Create and run your payroll in QuickBooks Desktop.

 

I'd be glad to assist you further regarding payroll, reports, or QuickBooks in particular. Just leave a comment below. Stay safe.

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