Employee P/R summary in Excel

knoxfarm2020 · ‎January 31, 2022

Using QB 2019 Pro Desktop.

First off, I do NOT subscribe to the P/R service and do all P/R manually. With only 2 employees, it's not a hassle. Recently, we changed to Office 365 and, as many others have reported, there are issues with QB talking properly to Excel 365. The =only= Excel report I need is the Summarize Employee Data in Excel sheet and I only use the Employee Summary tab for reporting WH taxes. VERY simple. I've never explored the other tabs until today. The really strange thing is that all the tabs report the correct 2 employee info =except= the State Wage Listing and the Quarterly tabs. Those two tabs have 3, I'd guess, "sample" employees listed in them and not the acutal employees. First off, where did these even come from as I did not use a "canned" company file, but created my own file from scratch. Second, can I get rid of them and replace them with the actual employees' info, or are these a product of my NOT using the subscription service?

knoxfarm2020 · ‎February 02, 2022

@knoxfarm2020 wrote:
Here's an older thread on this same, exact issue, that started Oct. 15, 2018.

https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/re-summarize-payroll-data-in...

For me, =my= particular solution was created by Big Red Consulting, as outlined in the above thread. BRC are the ones who actually solved this nearly THREE YEAR OLD issue that Intuit couldn't, or wouldn't, solve, by re-writing the .xlt template so it works properly. They then posted the fixed template on their site as a free d/l for the QB community. The link is in their thread. I also had to change an Excel 365 setting to get the sheet to work, which is a MicroSoft issue, not an Intuit issue.

View solution in original post

JessT · ‎January 31, 2022

Thank you for getting help with your report, knoxfarm2020.

I'll take this as a special case as to why there are three unknown employees after you upgraded to Office 365. For this reason, please contact our QuickBooks Desktop Payroll Support, so they can use more tools to find the cause of the issue.

In the meantime, you can update your QuickBooks so you don't have to do it anymore when you talk to our agents.

Go to the Help menu and select Update QuickBooks Desktop.
Go to the Update Now tab. Tip: You can select the Reset Update checkbox to clear all previous update downloads.
Select Get Updates to start the download.
When the download finishes, restart QuickBooks.
When prompted, accept the option to install the new release.

We're just available in the Community should you have any other concerns. Take good care always.

knoxfarm2020 · ‎January 31, 2022

QB was updated early this morning, hours before I logged on; "Nothing new downloaded" on every selection. For giggles, I just did it again and, again, got the same message. So, once again, Intuit's ignoring a problem that's been going on for THREE YEARS! Again, it's my belief that Intuit's trying to dump all desktop versions and force all its users to their subscription, on-line, service. Yeah, there's a new desktop version out, but I'd bet that it's the last, or next to the last, desktop version they'll release.

knoxfarm2020 · ‎January 31, 2022

Here's an older thread on this same, exact issue, that started Oct. 15, 2018.

https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/re-summarize-payroll-data-in...

knoxfarm2020 · ‎February 02, 2022

@knoxfarm2020 wrote:
Here's an older thread on this same, exact issue, that started Oct. 15, 2018.

https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/re-summarize-payroll-data-in...

For me, =my= particular solution was created by Big Red Consulting, as outlined in the above thread. BRC are the ones who actually solved this nearly THREE YEAR OLD issue that Intuit couldn't, or wouldn't, solve, by re-writing the .xlt template so it works properly. They then posted the fixed template on their site as a free d/l for the QB community. The link is in their thread. I also had to change an Excel 365 setting to get the sheet to work, which is a MicroSoft issue, not an Intuit issue.

AlcaeusF · ‎February 13, 2022

Hello @knoxfarm2020,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.

knoxfarm2020 · ‎February 14, 2022

Yes, it's nice when users find solutions that the company that sells the app refuses to for over 3 years.

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Employee P/R summary in Excel