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Simplify payday and set payroll to run automatically on QuickBooks.Explore QuickBooks Payroll
dannjayf
Level 1

Exporting report date to Exccel

Just encountered a new problem shortly after converting from QB Contractor 2020 to QB Contractor 2022.

 

After every payroll, we export the payroll date to an Excel report for union reporting purposes. QB is making all the correct deductions and paychecks are correct, but intermittently some of the hours are being exported as text instead of as numbers, so the total number of hours aren't being included on the report and are understated.

Is there a fix for this? I'm not a real sophisticated QB user and have no idea why it started doing this or how to fix it.

 

Thanks in advance.

 

Mark

6 Comments 6
BigRedConsulting
Community Champion

Exporting report date to Exccel

What are you exporting to Excel?  For example, a report? And if a report, which report?

 

 

ChristieAnn
QuickBooks Team

Exporting report date to Exccel

Hi there, dannjayf.

 

Welcome back to the QuickBooks Community. I'll be providing details on how exporting data works in QuickBooks. Then, ensure you can transfer your payroll details accurately in the Excel file by following the troubleshooting information below.

 

When exporting payroll data from QuickBooks to Excel, the details will transfer the same as what you entered in the program. With this, I recommend checking the settings of your excel and making sure that it's updated to the latest version. This is to ensure that the file will work smoothly.

 

Then, I also suggest updating your QuickBooks Desktop to the latest release to keep your software up-to-date so you always have the latest features and fixes. 

 

Here's how to set up automatic updates:

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Go to the Update Now tab. Then, you can select the Reset Update checkbox to clear all previous update downloads.
  3. Choose Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.
  5. When prompted, accept the option to install the new release.

 

After that, you can open this article to view further details: Update QuickBooks Desktop to the latest release. This also provides steps on how you can do manual updates.

 

Additionally, you have to update the same thing for your payroll tax table. This way, you have the most current and accurate payroll data including hours details when exporting them.

 

Lastly, you may refer to this article to see steps on how you can customize any payroll report that you generate to personalize the information that you want to view: Customize reports in QuickBooks Desktop.

 

Please drop a comment below if you have any other questions about exporting payroll data or if you have any other questions about QuickBooks. I'll be happy to help you out, annjayf. Have a good day!

dannjayf
Level 1

Exporting report date to Exccel

Payroll Center>>>Transactions Tabs>>>Excel Tab>>>Summarize Payroll Data in Excel.

 

It's not a report we created, just a standard payroll summary report which has never been a problem before.

 

Also, version: QB Enterprise Solutions Contractor 22. Just recently updated to most current version.

 

I don't see how it could have anything to do with how the data was entered into the employee's timesheets, as within QB all deductions were made correctly by the system and the employee's paychecks were all correct. It's just when the data is exported to the Excel report, some (but not all) of the data becomes text and doesn't get added into some totals. I have attached a screen shot of the problem. This tab is the detail derived from the hours summary report and any detail entry doesn't include any hours that transfer over as text.

 

I'm assuming there is some sort of global setting to govern the data (?), but I haven't been able to figure it out.

 

 

JessT
Moderator

Exporting report date to Exccel

Thank you for the additional details, dannjayf.

 

I appreciate the additional details. However, this scenario needs checking your setup. It's best that you can contact our QB Payroll Team so they can check this further using more tools, like a screen-sharing tool. They are available on weekdays from 6 AM to 6 PM PT.

 

If you need references for payroll, you can visit the main support page, scroll down a bit and click More Topics.

 

 Feel free to reach back out if you have any other concerns about payroll reports.

BigRedConsulting
Community Champion

Exporting report date to Exccel

It looks like your durations under 1 hour are formatted differently. I tried to duplicate this using QuickBooks 2020 and 2022 and couldn't make it happen. I tried using Excel 2003, 2007, and 2016. All seem to work fine.  So, not sure what's happening on your computer. 

 

 

borisrosen
Level 1

Exporting report date to Exccel

SALES BY CUSTOMER REPORT

 

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