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Level 1

Does summarize payroll data in excel work?

 
4 Comments
Highlighted
QuickBooks Team

Does summarize payroll data in excel work?

Yes, it works, Julesp. I was able to export the Payroll Summary report to Excel.

 

Let's ensure your Excel is updated to meet the system requirements.

 

Check the articles about system requirements depending on your version:

If your Excel is updated, let's go ahead and export the report. Here's how:

  1. Click Reports.
  2. Go to Employees & Payroll.
  3. Select Payroll Summary.
  4. Click Excel, then select Create New Worksheet.
  5. Select Create new worksheet, then click in a new workbook.
  6. Click Export.

If you need something else, please let us know. We're here to help you. 

Highlighted
Level 2

Does summarize payroll data in excel work?

Actually those are the steps to run a report in quickbooks and then export it to Excel.  What is not working is the "Summarize Payroll Data in Excel" drop down.  It has not been working for a year now but QB has done nothing about it.

Highlighted
Moderator

Does summarize payroll data in excel work?

We're receiving reports that other users are getting an error as well, pipeman.

 

We would like to inform you that this has already been escalated to our engineering team. I’d encourage you to contact our phone agents and have them attach your case to INV-24874, so they can add your account information to the list of affected users. That way, our engineers can send you updates via email when they are available.

 

As a workaround, try running the report from previous quarters and then selecting Yes when asked to update helps pull up the data correct.

 

However, if that doesn't work clean install of QuickBooks and Excel are possible fixes. Once done, let's try to run Payroll Reports in Excel.

 

  1. Click Reports at the top menu bar.
  2. On the drop-down list, click Employees & Payroll then choose Summarize Data Payroll in Excel.
  3. Click Enable Content.
  4. Select Dates and click Get QuickBooks Data.

 

 

 

For more Excel-based reports, check out these resources:

 

I appreciate your patience while this is being worked on. Please know that I'm just a post away should you need anything else. Wishing you a wonderful week ahead.

Highlighted
Level 6

Does summarize payroll data in excel work?

@julesp 

Do you see an error when you try to use the feature?

 

@RoseMarjorieA 

RE: We're receiving reports that other users are getting an error as well...

 

You've been getting such reports for over a year. Nothing new in that regard.  Has Intuit fixed the issues reported over the last year?

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