Client Ready Payroll Reports Detail

Hi there, NetProfit.

I appreciate the steps you've taken to fix this issue. I'm here to help ensure this is taken care of for you.

We haven't received any similar reports from other users who were having the issue. Since it's still having the same results even after performing payroll updates and repairing the QuickBooks Desktop (QBDT) installation, I suggest contacting our Payroll Support team.

They have special tools that can pull up your account in a secure environment and check the cause of this odd behavior. They can also perform other troubleshooting steps if necessary.

Here's how to reach them:

1. In QBDT, go to the Help menu at the top, then select QuickBooks Desktop Help/Contact Us.
2. Click Contact Us.
3. Give a brief description of your issue, then Continue.
4. Sign in to your Intuit account and tick Continue and then Continue with my account
5. We'll email you a single use code. Enter your code and select Continue.
6. Choose to chat with us or Have us call you.

To check for our Support hours, please refer to this article: Contact Payroll Support.

Additionally, I've added these articles to guide you if you want to manage personalize reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

Please let me know if you have follow-up questions about this or anything else. I'll be here to assist. Take care.

Several months ago, a QuickBooks update fixed the Enhanced Payroll for Accountants Client Ready Reports detail tab error of repeating the first payroll multiple times. The update was very appreciated but it created another issue. When running a monthly report for a company with weekly payroll, the detail tab always omits the 2nd payroll. This occurs in every company file in QuickBooks Desktop Pro Plus 2024. Can someone please fix the Client Ready Reports Excel macro to include all payrolls in the date range.

Let's figure out why the detail tab always omits the 2nd payroll, NetProfit. I gathered several solutions so your Client Ready Reports include all payroll in the date range.

To be sure we're on the same page, can you provide a bit more detail about the issue or error message you're experiencing with your Client Ready Reports Excel? This will help me identify the problem and offer an accurate resolution.

In the meantime, please ensure that your QuickBooks Desktop is fully updated to the latest version and verify that macros are enabled in Excel. This will help ensure compatibility and proper functionality of the Client Ready Reports feature. Let me show you how:

Update QuickBooks Desktop

1. Go to Help and select Update QuickBooks Desktop.
2. Select Update Now, then Get Updates.
3. Close and reopen QuickBooks to install the update again.

Enable Marco Settings in Excel

Macros are small programs that run inside Microsoft Excel. They allow you to automate repetitive tasks and perform complex calculations on your data without having to do it manually.

If there is a security warning and an Enable Content button

1. Select Enable Content.

If there isn't an Enable Content button

1. Select File, then Options.
2. Select Trust Center, then Trust Center Settings.
3. Select Macro Settings, then Disable all macros with notification.
4. Select OK twice to save the settings.
5. Close and re-launch the workbook from QuickBooks Desktop.

I'd also leave some articles in case you need more references with payroll:

• Export reports as Excel workbooks in QuickBooks Desktop.
• Run payroll reports in QuickBooks Desktop.

We want to ensure that everything runs smoothly after you update your QuickBooks Desktop. The Community team is always here to assist you in any way possible. If you need further assistance or have any concerns, please let us know, and we'll be right here to help.

Hello NerbynMael,

There are no error messages. All the Excel payroll reports work including the Client Ready Reports. QuickBooks is fully updated including the payroll tax tables. Excel macros are enabled. This issue occurred in multiple versions of QuickBooks (2021 to 2024) and every company file.          

Here is a specific example of Client Ready Reports for a weekly payroll client. The report dates are 2/1/2025 to 2/28/2025 and "All Payroll in the Date Range" is selected. The Register tab includes the 2/7, 2/14, 2/21 and 2/28 pay checks. The YTD Summary and Tax Balances includes the correct numbers for all payroll. The Detail tab lists the 2/7, 2/21 and 2/28 pay checks. The 2/14 pay checks are missing.

I then have to run a separate Detail report from 2/14/2025 to 2/14/2025 and manually insert the data into the original Excel worksheet.

The 2nd payroll is always missing from the Detail report. It does matter if the month has 4 weeks or 5 weeks.

The Detail report correctly list all the payrolls for biweekly, semi-monthly and monthly payrolls.

Thank you for returning to this forum with an update on generating monthly payroll reports using the Client Ready Reports feature in QuickBooks Desktop, NetProfit. Let me guide you to the appropriate team for further assistance.

Since you mentioned that your QuickBooks is updated and the micro-setting is enabled, I recommend contacting our Desktop Payroll support team. They have the expertise to investigate the issue and can securely access your account to help resolve it.

Here's how:

1. Sign in to your QuickBooks company file.

2. Go to Help, then select QuickBooks Desktop Help/Contact Us.

3. Click Contact Us.

4. Provide a brief description of your issue and select Continue.

5. Sign in to your Intuit account select Continue and then Continue with my account.

6. Choose either Chat with us or Have us call you.

Additionally, I'm adding this resource to help you customize any report that you generate in your QuickBooks Desktop: Customize reports in QuickBooks Desktop.

Moreover, I would like to include this article for future reference on exporting reports to Excel from QuickBooks Desktop. Export reports as Excel workbooks in QuickBooks Desktop.

We're dedicated to providing you with all the support you need. Should you have any additional questions about Client Ready Reports or any other matters, please feel free to contact us. Our team is always ready and eager to help!