Can we download the employee census report on Excel for 401K, how do we do that?

Yes, you can download the 401k census report, Joyceahansen. I'm here to share with you the steps.

Here's how:

1. Click Reports.
2. Go to Employees & Payroll.
3. Click More Payroll Reports in Excel, then select 401(k) Reports.
4. Click the Report Type drop-down arrow, then select Census.
5. Select Create Report.

I'll include screenshots to guide you better.

There is also a report like Deferred Compensation that'll show you the 401k information. Here's how you can pull it up:

1. Click Reports.
2. Go to Employees & Payroll.
3. Click More Payroll Reports in Excel, then select Deferred Compensation Report (for 401(k) & more).
4. Turn on Macros.
5. Under Plan Type, select 401k.
6. Select the reporting period dates, then click Create Report. 

Visit us anytime if ever you have other payroll concerns. We're here to assist you. 

@Kristine Mae 

The instructions you copy/pasted don't match your graphics.

I just upgraded to 2020 Desktop Pro yesterday and those reports are no longer showing as available.  Is our upgrade incompleter or are they no longer available in 2020?

Hi sherignp,

Let's isolate this issue by accessing the report through a sample file in QuickBooks. This helps identify if your company data file is damaged. 

Beforehand, ensure your QuickBooks is updated to the latest release and secure a backup copy of your company file.

Here are the steps to access the sample file:

1. Open QuickBooks.
2. In the No Company Open window, click on the Open a sample file drop-down arrow.
3. From there, choose a sample company.

If it works, then I recommend running the Verify and Rebuild Utility tool. This will help remove common data issues in the software.

Otherwise, repair QuickBooks to replace all damaged installation files. 

To know more about several Excel reports you can generate in QuickBooks, refer to this article: Excel based payroll reports.

I'll be around to help if you need further assistance. Have a wonderful day.

Somehow they're back.  I ran Payroll Setup, logged out and back in.  Then they were all there.

Thanks.

How do you pull the census report for a specific year? I need 2020 year end. 

Thank you!

Thanks for joining the thread, @mgalvanccsi.

When pulling up the census report, the option you have is only the Report Type in which able to set the report date is unavailable. As a workaround, you can filter the report in the excel file once exported.

To learn more about excel reports in QuickBooks Desktop, see this article:

Excel based payroll reports.

For future help, here's some resource to help you get ready during tax season: 

• Year-end checklist for QuickBooks Desktop Payroll
• QuickBooks Desktop Year End Prep and Resources

If there's anything else I can do for you, let me know by commenting below. I'm here to lend a hand. Take care and have a great day.

Hi. Is the census report available in the QB online version?

Thanks.

Missy

Good morning, @Missy23. 

Thanks for joining in on this thread. I hope your day is going well so far. I'd be more than happy to give you some insight into running a census report in your QuickBooks Online account. 

QuickBooks Online (QBO) doesn't have a report which creates a census for 401k plans. However, you might want to consider running the Retirement Plans report. This shows both the employee and company contributions to all your retirement plans. Here's how to run the report: 

1. Go to the Reports tab on the left-hand menu bar. 
2. On the Search (magnifying glass) box, enter Retirement Plans. 
3. Change the settings as you wish and hit Run report when ready. 

As a future reference, check out this guide about retirement plan deductions/contributions in QuickBooks Online. 

I hope this helps answer your question. I'm only a post away if you have any other concerns. Have a good one!

Are there any plans to add this type of report for Quickbooks Online? It seems as though it would be a commonly requested report. Is it possible to create something like this in a custom report if the client has Quickbooks Advanced? The suggestions online to use the Employee Detail report and Payroll Detail Report sort of get the job done, but the layout of the Employee Detail report is not suitable when exported to Excel and the Payroll Detail Report doesn't provide SSN's for the employees and most providers keep the accounts by SSN.

I can see that the option to run the Employee Census report is crucial for your business, Kit G. Rest assured our product engineers are continuously discovering new ways to adapt to our customers’ needs. 

I recommend sending a product request to help determine what we need to implement moving forward. Follow the steps below about how to submit feedback.

1. Click the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions. 
3. Select Next to submit feedback.

You can track feature requests through the QuickBooks Online Feature Requests website.

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

I want you to know that your voice matters and that you're able to use QuickBooks seamlessly. Get back to me if you need anything else. Have a great day ahead!

I am using the deferred report, however after enabling macros and letting it run for 8 hours, it shows me a blank screen (no populated cells). Is this a known problem? How can I fix it. I use RightNetwork to access QB.

Thanks for joining us here, shafi1. I can share a set troubleshooting steps that can help fix this issue. 

There are times that cloud hosting causes report discrepancies and unexpected behaviors in QuickBooks Desktop. Since you're accessing the program through Right Networks, you'll want to get a backup copy of your company file.

After that, restore it to a locally installed QBDT and then run the Deferred Compensation Report for 401(k)  to better isolate the issue. Here's how:

1. Go to the Reports menu.
2. Choose Employees & Payroll.
3. Click More Payroll Reports in Excel, then select Deferred Compensation Report (for 401(k) and more).
4. Select the 401(k) plan type.
5. Hit Create Report.

If the data are now showing, this means there's an issue with Right Networks. You may need to get in touch with their support team, so they can investigate this problem further. You can connect with them through this link: https://www.rightnetworks.com/contact-us/.

I'm also adding these articles to help track your employee expenses and payroll transactions: 

• Excel based reports
• Customize payroll reports

The Community folks are always available if you need more assistance preparing your taxes, forms, and other year-end activities. Just drop a comment below, and we'll be sure to get back to you as quickly as possible. Take care!

Has there been any updates on the creation of this report?  It would save my clients a lot of time and money if Intuit could use the report created in the desktop version for QBO.

Hello there, @jforsyth83. I have an update on QuickBooks Online's Employee Census report.

The aforementioned feature is still unavailable in QBO. Also, the implementation of the said functionality depends on the volume of submitted feedback.

I recommend accessing and customizing the Employee Contact List report and the Retirement Plans report as a workaround.

When running the Employee Contact List report, make sure to select the Date of Birth box in the Rows/Columns section. This allows the DOB to appear on the report. Here's how:

1. Open the Reports menu. 
2. Go to the rectangle field and search for the Employee Contact List report.
3. Click to open the report.
4. Fill in all the necessary information.
5. Click on Customize.
6. Under Rows/Columns, click on Change columns.
7. Put a check on the Date of Birth box.
8. Once done, click on Run report.

As for running the Retirement Plans report, you can follow up until Step number 3.

Lastly, you can export both reports to Excel and combine the reports from there. This helps you obtain the desired data. 

I've also added an extra article about how to manage retirement plans: Set up a retirement plan.

The Community is available 24/7 to back you up. Feel free to leave a reply below. Keep safe.