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DBAeroSphere
Level 3

Employee Center: Paychecks - Data Export Problems

Hello, 

 

I'm trying to get a list of all payroll transactions. Containing employee name, amount paid, and date. I can view this information in QuickBooks, Employees > Employee Center > Transactions. However, If I click on "View as a Report" or attempt to export in Excel, all the amounts go to zero, except checks. I have full access and have confirmed this behavior with another account.


Attachment: View in QuickBooks / View as Report

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Best answer 4 weeks ago

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DBAeroSphere
Level 3

Employee Center: Paychecks - Data Export Problems

Hello Ivan,

Thank you for the response. That report does work for my needs, it's what I was using in a roundabout way. One thing I would Like to add before I close this thread though. To get the the data I wanted I did a little more filtering. The default report shows liabilities like unemployment and the like.

Customize Report > Filters > Payroll Item > Multiple Payroll Items 
Allows you to filter by the expense code. This can be used to see things like the amount spent on overtime, etc. In my case, I included the first half of the list because the rest were liabilities and I don't care about those in this case.  

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4 Comments 4
Ethel_A
QuickBooks Team

Employee Center: Paychecks - Data Export Problems

Hello there, @DBAeroSphere.

 

Let me share information about running payroll reports in QuickBooks Desktop that contain the employee's name, date, and amount paid.

 

The direct deposit will show as zero in the register as it will show as a lump sum amount in your bank.

 

As a workaround, you can run the Summarize Payroll Data in Excel. You can then customize the report to remove some columns not needed.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Hover your mouse to Employees & Payroll.
  3. Choose Summarize Payroll Data in Excel.
  4. Click the Customize Report button to remove some columns not needed.

 

Here are the articles you can read about running reports in QuickBooks Desktop

 

 

Let me know if you have questions about running reports in QuickBooks Desktop. I'm always here to help. Have a great day.

DBAeroSphere
Level 3

Employee Center: Paychecks - Data Export Problems

Hello,

 

I appreciate you taking the time to answer my question. However that doesn't give me the information I need. That opens an Excel workbook that  has a menu system. I need a list of dates, names, and amounts for everyone and for all dates. I'm used to working around QuickBooks to get the data 

Ivan_G
QuickBooks Team

Employee Center: Paychecks - Data Export Problems

We appreciate you for returning to this thread, DBAeroSphere. Allow me to add more insight on what report in QuickBooks Desktop (QBDT) you can use to show your needed information.

 

In QBDT, we can pull up the Payroll Transaction Detail report. Then, export the data so you can manage it in Excel. This report shows your employee's name and the transaction date and amount.

 

Here's how:

 

  1. Open QuickBooks.
  2. On the Reports menu, select Employees & Payroll.
  3. Click the Payroll Transaction Detail. Then, enter the correct date range or choose All on the Dates ▼ dropdown.
  4. You may also modify your report's data in the Show Filters or Customize Report section if needed.
  5. On the Excel ▼ dropdown, select Create New Worksheet.
  6. Choose a selection from What would you like to do with this report? prompt. Then, hit Export.
  7. After the selection, we can now access and manage the data on Excel.

 

Also, I'm adding this article as a reference on managing and personalizing your reports in QuickBooks: Customize reports in QuickBooks Desktop.

 

Please comment below if you have more queries regarding exporting reports in QBDT. We'll be here to lend a hand. Have a great day.

DBAeroSphere
Level 3

Employee Center: Paychecks - Data Export Problems

Hello Ivan,

Thank you for the response. That report does work for my needs, it's what I was using in a roundabout way. One thing I would Like to add before I close this thread though. To get the the data I wanted I did a little more filtering. The default report shows liabilities like unemployment and the like.

Customize Report > Filters > Payroll Item > Multiple Payroll Items 
Allows you to filter by the expense code. This can be used to see things like the amount spent on overtime, etc. In my case, I included the first half of the list because the rest were liabilities and I don't care about those in this case.  

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