401k loan repayment report

We have no direct reports specifically designed to show the remaining balance of 401(k) loan repayments for employees, @Rochelle_. However, I can provide you with alternatives to monitor and track the employee's repayments.

In QuickBooks Desktop (QBDT), you can generate a Payroll Summary report that shows a detailed information about payroll transactions for each employee, including deductions and repayments. Here's how:

1. Go to the Reports menu and select Employees & Payroll.
2. Choose Payroll Summary.
3. Customize the report to include the specific employee and date range.
4. In the Columns section, you can display the columns by Employee.
5. In the Filters tab, you can add filters for specific payroll items related to repayments or deductions.
6. Choose an account where your items are posted.
7. Select OK to save the changes.

This will show you the list of repayments for employees based on the payroll items and filters you have set. 

Additionally, we have partnered with Guideline to offer you affordable, fully integrated 401(k) plans in QBDT Payroll. You can choose the plan that works seamlessly for your business and your team, and set it up with QuickBooks.

Furthermore, you can save the customization settings of your report for future use. Check out this article: Create, access, and modify memorized reports.

The QuickBooks Community is always here to back you up if you need more assistance with managing your employee loans or payroll tasks in general. Keep safe always.

Thank you for your reply!

That report still doesn't show the declining balance. 

The reason this is important is quickbooks often goes

past the "limit" set, & there needs to be a "checks & balances"

to know when the repayment is getting close to the end.

Thank you so much!