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Hello!
I began running payroll on July 1. Somehow I managed to run a Payroll Aggregated Report for July and August. In it an .XLS file with five tabs: one for each of the common payroll reports:
Deductions and Contributions
Payroll Details
Payroll Summary
Tax Payments
Total Cost
I did NOT combine separate reports into one report. QBO did this (hence the .XLS format).
I realized I didn't have report for September and October, so I would like to create them. But I have no idea where to find this report, or even if it exists anymore. And I can't find a reference to it in help or community.
Can someone please help?
Thank you!
Hi there, jpcdis.
I understand that you were able to generate a Payroll Aggregated Report for the months of July and August. However, you're currently unable to locate the report for September and October. Let me route you to the team that can check this further for you.
I recommend reaching out to our QBO Payroll Support so they can use more tools to check why you can't see the aggregated report for September and October. They are available weekdays from 6 AM to 6 PM PT.
Chat channels based on product:
If you have other questions in mind, feel free to go back to this thread. Take care and have a good one.
Providing my own answer:
You can generate an aggregate payroll report immediately after you run payroll. There is a confirmation screen, and in the lower right there is a button to run the report. You are then taken to a screen where you can select which of the payroll reports (each separately available in Reports) to include in your report, which generates as a single Excel file. Very slick.
I will try to screen capture this next time I run payroll, if only for QBO support (it's not a surprise to me that no one remembers this feature exists).
Is there any way to pull up a report if you missed generating the agg report when running payroll?
We want to help you maximize your QuickBooks Online (QBO) Payroll. In QBO, you can access various payroll reports that provide important information about your finances and employees.
These reports include details about employee information, wages, tax summaries, deductions, and more. Using these reports can help you effectively manage your business and employees. You can refer to this article for the lists of payroll reports you can pull up: Run payroll reports.
Additionally, you can generate a comprehensive payroll summary report directly within QuickBooks. This report consolidates key payroll details, giving you a clear snapshot of your payroll expenses and employee contributions.
Moving forward, you will be able to generate a comprehensive payroll report immediately after running payroll. Ensure to click the Download Payroll Reports button on the confirmation screen, choose the specific payroll reports to include, and a single Excel file containing all the selected reports will be created.
I'm adding this article to learn what reports to pull up before running your payroll: Learn about reports to use to enter prior payroll.
If you have any questions or need assistance in navigating these reports in QBO, please don’t hesitate to reach out. We’re here to support you every step of the way. Best regards.
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