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ogmiller
Level 1

Is there a way to see non-payroll checks paid to employees in a report that groups the checks by employee? If so, how?

In QB Desktop I was able to click on an employee and see non payroll transactions but I can't find anything similar in QBO. I found that if I run an expense report it lists all the non-payroll checks paid to employees under "not assigned" and has no ability to group by employee. Setting up separate vendor accounts for employees seems redundant.
Solved
Best answer March 01, 2021

Best Answers
ReyJohn_D
Moderator

Is there a way to see non-payroll checks paid to employees in a report that groups the checks by employee? If so, how?

I know the report you can run to get the details you need, @ogmiller.

 

You can pull up the Transaction List by Date report to view your non-payroll checks grouped by employees. You'll just have to filter it to get the information you want.

 

Here's how to do it:

 

  1. Go to the Reports menu at the left pane.
  2. Look for and select the said report from the search bar.
  3. Click the Customize button.
  4. Hover down to the Filter section, and then select Check from the Transaction Type drop-down.
  5. Choose the employee names from the Name drop-down list.
  6. Select other filters you want, and then click Run report.
  7. Choose Employee from the Group by drop-down, and then click Run report again.

 

Also, you can memorize this report to save its current customization settings.

 

Stay in touch with me if you need a hand with handling reports in QuickBooks. I'm here to help you always.

View solution in original post

1 Comment 1
ReyJohn_D
Moderator

Is there a way to see non-payroll checks paid to employees in a report that groups the checks by employee? If so, how?

I know the report you can run to get the details you need, @ogmiller.

 

You can pull up the Transaction List by Date report to view your non-payroll checks grouped by employees. You'll just have to filter it to get the information you want.

 

Here's how to do it:

 

  1. Go to the Reports menu at the left pane.
  2. Look for and select the said report from the search bar.
  3. Click the Customize button.
  4. Hover down to the Filter section, and then select Check from the Transaction Type drop-down.
  5. Choose the employee names from the Name drop-down list.
  6. Select other filters you want, and then click Run report.
  7. Choose Employee from the Group by drop-down, and then click Run report again.

 

Also, you can memorize this report to save its current customization settings.

 

Stay in touch with me if you need a hand with handling reports in QuickBooks. I'm here to help you always.

View solution in original post

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