Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I need an excel report for uploading payroll data to 401k provider. Not sure how to do it?

 
1 Comment
Moderator

I need an excel report for uploading payroll data to 401k provider. Not sure how to do it?

Hi @tctray,

 

Great question; I would be happy to help you with pulling that report.

 

From the left side of QBO, select reports.

 

Scroll down to the Payroll selection.

 

Take a look at Payroll Details or Payroll Summary by Employee, whichever provides you the most information you need.

 

Select the employee or employees you need; it should default to active employees.

 

In the top right, you will see a button that says "share."  Click the drop-down and select Export to Excel.

 

That should get you on your way!

 

Let me know if you run into any issues.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us