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Kitcher
Level 1

Client Ready Payroll Reports -- How to Exclude Inactive Payroll Items

When creating the Payroll Register of the Client-Ready Payroll reports, the report includes columns for inactive payroll items.  This takes up space on the report, forcing the font to be smaller than necessary in order to read it.  How can I tell it to exclude inactive payroll Items?

4 Comments 4
Charies_M
Moderator

Client Ready Payroll Reports -- How to Exclude Inactive Payroll Items

Hi there, Kitcher.

 

I can help you exclude inactive items on your Client Ready Payroll Reports. The steps are outlined below for you to follow:

  1. Go to the Reports menu.
  2. Click Employees & Payroll.
  3. Select Client-Ready PR(Payroll Reports).
  4. Click Customize Report.
  5. Choose the Filters tab.
  6. Enter Inactive Inventory Items. Then, make sure to remove the checkmark for Show inactive inventory items.
  7. Click OK.

For additional information, I've attached some articles you can use to learn more about the payroll reports, as well as the set up:

You might want to visit the following articles to learn more about QuickBooks Accountant Desktop:

Please know that you're always welcome to post any questions you have in this space. Have a great day ahead.

Kitcher
Level 1

Client Ready Payroll Reports -- How to Exclude Inactive Payroll Items

Thank you for your response.  However, the instructions you give will not work.

1) After selecting "Client Ready Payroll Reports", you say to click "Customize" but there is no "Customize" to click.  See the attached file to see what is available to choose from.

2) Further in your instructions you say to filter for inactive Inventory Items.  Inventory doesn't have anything to do with the payroll reports I am trying to create.  Surely you mean Payroll Items.  But again, that choice is not available anywhere in the window.

 

ZackE
QuickBooks Team

Client Ready Payroll Reports -- How to Exclude Inactive Payroll Items

Thanks for following up with the Community, Kitcher.
 

I can certainly understand how an ability to customize your client-ready reports could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while using QuickBooks.
 

Here's how:

  1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
  2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
  3. Enter any suggestions/feedback in the Here is my suggestion: field.
  4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
  5. Select Send Feedback.


Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates.
 

You can stay up-to-date with the latest news about your product by checking out the QuickBooks Blog.
 

I'll be here to help if there's any additional questions. Have an awesome day!

BigRedConsulting
Community Champion

Client Ready Payroll Reports -- How to Exclude Inactive Payroll Items

The report should only display items that are in use on your paychecks.

 

Hiding detail based on the active/inactive status of the payroll items on the payroll items list isn't an option because if you could to that then it could exclude money amounts that should be on the report.

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