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KCLCINC75
Level 2

401(k) report

What version of QB do you have?  You shouldnt have to activate it..  Under employees>more reports in excel

mak2022
Level 1

401(k) report

I have QB 22.  The 401k reports are different than I need them to be (how they were in QB 19)  How do I make changes in the report (22 version)?

JoesemM
Moderator

401(k) report

It's nice to see you here in the Community, @mak2022.

 

Intuit strives to improve the accessibility and usability of our websites for all users. That said, QuickBooks Desktop 2022 includes recent features that can seamlessly manage your account like reports, data sync, etc.

 

Though changing the report in QBDT 2022 to be the same in QBDT 2019 is unavailable. However, it's still the same process when you run the 401k report in QuickBooks. For more details about the recent update, see this article: New and improved features in QuickBooks Desktop 2022.

 

Also, you can follow the steps shared by my colleagues on this thread on how to pull up the 401k report in QuickBooks.

 

I've also added these articles that will help you customize and export your report through an excel file:

 

 

I'm here to lend a hand if you have more questions regarding this or other QuickBooks concerns. Have a good one.

marie20
Level 3

401(k) report

Why when I run my Deferred Compensation Report 401(k) does it only report with the employees up to last name starting with D.  I need to submit this report asap and the report does not calculate properly.  Why does it only show about 25% of my employees??

Adrian_A
Moderator

401(k) report

Hi marie20,

 

Let's fix the employee list on the 401K report by running the verify and rebuild steps.

 

To start with, click the File menu. Select Utilities, and then Verify Data. If you see an error message, search for it on our QuickBooks Desktop support site for how to fix it. If the system prompts you with Your data has lost integrity message, it indicates that data damage was found in the file. Thus, you'll have to rebuild it. Here's how:

 

  1. Click the File menu.
  2. Under Utilities, select Rebuild Data.
  3. Select OK to create a backup copy of your file.
  4. You can choose where you want to save the backup file. Then, click OK.
  5. Enter a new file name.
  6. Click Save.
  7. Select OK when the rebuild is complete.

 

I've also added these articles as your guide in customizing payroll reports and exporting them to an Excel spreadsheet:

 

 

I'm always around whenever you have concerns in running reports.

marie20
Level 3

401(k) report

unfortunately that did not work.  I need to submit this report asap as part of an audit and I am unable to run a report that should honestly only take a few minutes to run.  It is the deferred compensation 401(k) report and it only exports employees last name A-D, so only a percentage of my total employees.  How do I get this report so I can submit it???

Adrian_A
Moderator

401(k) report

I appreciate you for trying the troubleshooting steps I shared, marie20.

 

Since the same issue persists, I'd suggest getting in touch with our phone experts so we can create an investigation into this matter. 

 

Here's how to contact our representatives:

 

  1. From the Help menu, select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. You can enter, Missing some employee's name on the Deferred Compensation report as your keywords.
  4. Click Continue.
  5. Continue with the on-screen instructions to contact the team successfully.

 

Feel free to pin these links as your references in managing payroll reports:

 

 

Don't hesitate to get back to this thread if you have concerns or if you need help running reports.

arittintec
Level 2

401(k) report

I have been forced by quickbooks to update to the 2023 Desktop version (from 2021) and that 401K report no longer exists.  I have updated the payroll as well.

DebSheenD
QuickBooks Team

401(k) report

I'm here to share some information about the 401 (k) info on your report, @arittintec.

 

The 401k reports are only available for customers using Intuit 401k. I can also see that you've upgraded your QuickBooks version, I recommend our Support Team to check your account if you need to add this service.


Here's how: 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Continue.
  5. Sign in to your Intuit account and select Continue and then Continue with my account.
    • If you don't already have an account, make sure to Create a new account.
  6. We'll email you a single use code. Enter your code and select Continue.
    • If you have more than one account, select the account you want to use and then Continue.
  7. Select to chat with us or Have us call you.

 

Additionally, you can personalize your payroll and employee reports so you get the info you need the most. Please browse through this resource for the steps on how: Customize payroll and employee reports.

 

We'll appreciate your patience as we work on this. Keep me posted on any further concerns you have about reports. The Community is open around the clock to assist you further. Stay safe.

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