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troy6450
Level 1

I need payroll detail reports to be viewed / accessed for time periods greater than 2 years ago. Is this possible?

 
5 Comments 5
Rea_M
QuickBooks Team

I need payroll detail reports to be viewed / accessed for time periods greater than 2 years ago. Is this possible?

It's possible to access a payroll detail report for periods within a two-year range in QuickBooks Online (QBO), @troy6450. I'm here to guide you how.

 

There are a variety of payroll reports in QBO that lets you get a closer look at your business's finances and employee records. QuickBooks can provide up to two years worth of payroll data when you pull up the Payroll Details report. You just need to set or customize the report's date range.

 

The Payroll Details report gives you detailed info on your employee's payroll. That includes the paychecks you've created, their amount, taxes, and deductions. To pull it up, let's visit the Reports menu's Standard tab. Here's how:

  1. Go to the Reports menu.
  2. In the Standard tab, scroll down to the Payroll section and select Payroll Details.
  3. Choose the Custom option in the Date Range field.
  4. Select the appropriate dates in the From and To fields.
  5. Click Run Report.

 

I've attached a screenshot below that shows the last three steps.

 

Additionally, you're able to focus on the details that matter the most to you when you pull up reports in QBO. If you wish to know more about this process, I'd recommend checking out this article: Customize reports in QuickBooks Online.

 

Also, here's an article that'll provide you the complete list of available payroll reports in QBO: Run payroll reports. It also includes their description, how to print one, and marking them as your favorite, to name a few.

 

Let me know if you have other reporting concerns or inquiries about managing payroll transactions in QBO. I'm just around to help. Take care always.

troy6450
Level 1

I need payroll detail reports to be viewed / accessed for time periods greater than 2 years ago. Is this possible?

Is there a way to access and view this information for periods greater than 2 years? If it's not possible, then why?

MariaSoledadG
QuickBooks Team

I need payroll detail reports to be viewed / accessed for time periods greater than 2 years ago. Is this possible?

Allow me to share a few information on why there's a limitation in accessing payroll reports, troy6450.

 

In QuickBooks Online version, your data will be stored in the cloud so that it can be accessed by multiple users anytime and anywhere.

 

Currently, there's a certain period that you can view for Payroll Details reports in your QBO account due to the size of your report that appears too large once you saved it in the cloud. You'll want to export them so you'll have a copy when you need some information on the previous years. To export reports, you can follow the steps below.

  1. Click the Gear ⚙ icon and then Export Data.
  2. On the Reports tab, set the date range.
  3. Add or remove items from the Reports and Lists tabs by toggling the slider.
  4. Select Export to Excel.

Please check this article in case you want to export non-posting transactions and attachments: Export reports, lists, and other data from QuickBooks Online.

 

You can also refer to more articles that you can read by selecting QuickBooks Online as a product: QBO Payroll Help Articles.

 

If you need anything else about your, let us know so we can get back to you as soon as possible. Stay safe always!

troy6450
Level 1

I need payroll detail reports to be viewed / accessed for time periods greater than 2 years ago. Is this possible?

Thank you for the reply. I understand your reply, but it's simply not acceptable. This information should be made availability indefinitely. As it relates to other payroll functions such as W2's and 941's. W2's and 941's type information is archived and stored on the QBO cloud. The Detailed Payroll Reports should be also. The root data is stored as part of the check register transaction, there is no reason the report cant be regenerated at any time.

 

 

RCV
QuickBooks Team
QuickBooks Team

I need payroll detail reports to be viewed / accessed for time periods greater than 2 years ago. Is this possible?

Providing the best experience with the product is what we aim for, NancyC1.

 

We understand there are limitations when running the Payroll Details report. QuickBooks Online (QBO) can only provide up to two years worth of payroll data. If this is something our engineers need to look into, you can submit product suggestions by following these steps:

  1. Click the Gear icon at the top. 
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online (QBO). You can track feature requests through the QuickBooks Online Feature Requests website.

 

You'll want to check for a third-party application that can help you access and view payroll information for periods greater than 2 years. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

  1. Go to Apps on the left side menu.
  2. Search for the app in the Find apps to streamline your work field. 
  3. Look for the app that supports the Batch Invoicing feature.

 

Any questions about integrating the app into your Online account are best handled by the third-party app provider. To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away.

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