Payroll report by state

I would be delighted to help you to run a payroll report by the state in QuickBooks Desktop (QBDT), mjonesmjn. 

I know that keeping track of your payroll transaction by the state is essential to you and your business. With that, we can pull up the Payroll Transaction Detail report and sort it out by Name State. Let me guide you with the steps below:

1. Select Reports at the top menu bar.
2. Hit Employees and Payroll.
3. Select Payroll Transaction Detail report.
4. Adjust the date range appropriately.
5. In the Columns dropdown, choose the state.
   
   
6. Click Run report.
7. Then from the Sort by dropdown, select New State.
   
   

Please refer to this article for more details about customizing payroll reports in QBDT: Customize payroll and employee reports.

If you want to export reports to excel in the future, see this article for guidance: Export reports as Excel workbooks in QuickBooks Desktop.

Count me in if you need further assistance in managing payroll reports in QuickBooks. I'll get back to you as soon as possible. Enjoy the rest of the day, and have a prosperous business! 

thanks but not what I'm looking for

I need total amount of payroll paid in each state.

Thank you for clarifying the specifics of the report you want to pull up, @mjonesmjn. You can get this done in no time. I can guide you step by step.

You can pull the Payroll Detail Review Report. This report provides detailed information about how QuickBooks calculates tax amounts on employee paychecks and year-to-date transactions. You can customize it to make it relevant in viewing the total amount of payroll pain in each state, just as you want. 

Here's how: 

1. Go to Reports at the top menu bar.
2. Select Employees & Payroll, then choose Payroll Detail Review Report.
3. Click on the Customize Report button.
4. Choose Display.
5. Under Columns, enter Name, Date, Name State, Paid, Amount, State, and Amount Paid in the search field.
6. Go to the Filters tab, and add more details you want in the Choose Filter box.
7. Click OK.

I'm also adding this article to learn more about customizing payroll reports in QuickBooks Desktop: Customize payroll and employee reports.

If you have any other QuickBooks-related questions, please post them in the Community. We are always available and eager to assist you with your inquiries. Have a wonderful day.

I need this report too, a monthly payroll summary by state.

Hi there, lunaconcrete1.

Please note that you can pull up the same Payroll Detail Review report to view the payroll summary by state. However, running it monthly is currently unavailable. I've got instructions to ensure you can achieve your goal by performing an alternative way. 

I recommend running and customizing the mentioned report above. You'll then make sure the date period is set as desired and export this to Excel. This allows you to personalize and manage data on a monthly basis.

Here's how:

1. Go to Reports at the top menu bar and Reports Center.
2. Find  Payroll Detail Review and double-click it.
3. Click on the Customize Report button.
4. Choose Display.
5. Go to the Report date range section and select the specific period.
6. Under Columns, set the info that you need.
7. Go to the Filters tab, and add more details you want in the Choose Filter box.
8. Click OK.
9. Select the Excel ▼dropdown icon, then choose either Create New Worksheet or Update Existing Worksheet. 
10. If you see a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox. Select OK.

In case you need steps on how to memorize reports in QBDT so the same settings of the personalized data are available for future use, you can read this article: Create, access and modify memorized reports.

Stay in touch if you have additional questions or concerns about managing reports in QuickBooks. I’ll be right here to answer them for you, lunaconcrete1. Have a good one.

none of these work.  This shouldn't be this hard

I appreciate you joining the thread, David. I'll provide more details and visuals to help generate a payroll report by state inside QuickBooks Desktop (QBDT).

Running the Payroll Detail Review report and adding the Name State and State fields to the report can provide the information needed to see inside your company file. I'll outline the steps below to get you going:

1. Access your QuickBooks Desktop company.
2. Go to the Reports menu and click Employee & Payroll.
3. Select Payroll Detail Review and then click the Customize button.
4. In the Display section and then Columns field, enter Name state or State and then click on them. You can also add them both to ensure the accuracy.
5. Once done, click the OK button.

For visual reference, see the screenshot below.

After customizing the report, you'll want to export it outside of the program so you can modify it and add those extra data needed. These are the steps:

1. Access your QuickBooks Desktop company.
2. Go to the Reports menu and then select Employee & Payroll.
3. Choose Payroll Detail Review.
4. In the Payroll Detail Review report, click the Excel beside the E-mail button.
5. Select Create New Worksheet and then click the Export button.
6. Choose where you want to save the file and then click the Save button.

If the issue persists, I recommend utilizing the Verify and Rebuild feature to help check for possible data issues and fix them inside the program. See this page for more details: Verify and Rebuild Data in QuickBooks Desktop.

In addition, here's an article to help you save your current report settings for future use inside the program: Create, access, and modify memorized reports.

I want to emphasize that I am consistently here to assist you with creating a report that displays payroll data by state or performing specific tasks in QuickBooks. I encourage you to visit the Community space or share your thoughts in the comments below.

I wish this worked.  But it doesn't.

I don't understand why this isn't a standard report; every tax preparer requires this at year end

Thank you for implementing the recommendation, David. I'll guide you on submitting a feature request to our Product Engineers for Payroll by State report inside QuickBooks Desktop (QBDT).

Since the default Payroll by State report inside QBDT doesn't provide the details needed to help you with year-end tax preparation, I encourage you to send a product feature recommendation to our developers. This way, they can evaluate your request and consider it for future updates. These are the steps:

1. Access your QuickBooks Desktop company.
2. Go to the Help menu and select Send Feedback Online option.
3. Click the Product Suggestion option. A pop-up window displays.
4. Enter your feedback suggestion.
5. Click the Send Feedback button. The feedback is sent.

If you need more information, please refer to this page: How do I submit feedback?

Apart from this, I'm also providing this article to help you deal with the tax form preparations in QBDT Payroll: Year-end checklist for QuickBooks Desktop Payroll.

I invite you to share any additional questions or requests for assistance regarding year-end preparation in QuickBooks in the comment section below. I am committed to providing the necessary support to address your inquiries. Stay safe.

I need to produce this report.  How do I do it?