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tctray
Level 1

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

 
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LucasMicromatis
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.

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