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DebSheenD
QuickBooks Team

Payroll Summary Report by Class in QuickBooks Desktop Pro

Thanks for bringing up your concern here, @odko95.

 

Let me chime in and share some information on how we can generate a payroll report that includes hours in QuickBooks Desktop (QBDT).


We can create a separate report for the total hours worked by employees to show the worked hours of your employees.


Here's how:
 

  1. Go to the Reports menu. Then select Employees & Payroll and Payroll Item Detail.
  2. Select Customize Report.
  3. Go to the Display tab. In the Columns list, select Qty.
  4. From the Total By ▼ dropdown, select Employee.
  5. Go to the Filters tab. From the Filter list, select Payroll Item.
  6. Choose the specific item associated from the dropdown. Note: If there is more than one type of hourly payroll item, choose Multiple payroll items.
  7. Select Ok.
  8. Change the date range if necessary.

 

However, combining this report and the payroll summary report is not an option. But you can export both reports to Excel, and manually add the hours. 


Here's how:
 

  1. Go to Reports, then Reports Center.
  2. Find and double-click the report you want to export.
  3. Select the Excel ▼dropdown, then Create New Worksheet or Update Existing Worksheet.
  4. If you see a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox. Select OK.
  5. When you’re ready to export, select OK.

 

Once done, you can import customized reports from Excel to QBDT.

 

For more tips, while generating your payroll reports in QuickBooks Desktop (QBDT), you can open these articles:

 

 

If you have other questions about your reports or payroll transactions, let me know by leaving a comment below. I'm more than happy to help you again. Have a good one!

odko95
Level 1

Payroll Summary Report by Class in QuickBooks Desktop Pro

Thank you for your reply. 

 

I can actually still get the hours that we need -- by Class (our locations) rather than by employee -- using the original Payroll Summary report. What I truly need is the Payroll Summary report to work as it always has in the past with hours by Payroll Item and the associated pay in the top section with the withholdings and deductions netted out next and finally the employer taxes at the bottom of the report.  

 

We are having to piece together the report from More Payroll Reports in Excel/Payroll by Department/Class (with withholdings and deductions) with the original Payroll Summary by Class report (with payroll hours worked), when a WORKING Payroll Summary report that we already had would give us everything we need in one report if ONLY it would work! 

 

My concern with this piecing together of reports is, of course, human error. The Payroll Summary report has formulas that carry totals throughout the report whereas the More Payroll Reports in Excel/Payroll by Department/Class report shows only values where totals' formulas should be. What could go wrong? LOTS! And no formula-calculated amounts to be verified and to possibly point out inaccuracies. Any time you must manually add data there is the possibility (probability?) of errors...

 

Anyway, thanks for the effort.

 

The only true solution would be for Intuit QBks to find the glitch with the Class by Earnings Item option in conjunction with the Payroll Summary report that causes this disappearing data problem. I'm surprised they would allow a report to generate inaccurate data!

 

Thanks for listening... my frustration level is intense when we had exactly what we needed in our Payroll Summary report and yet now through some weird glitch we can't get that same report without a LOT of manual manipulation. Aggravating! 

 

A useful note in your list about exporting into Excel (of which we do a lot), was, "select Advanced, then uncheck the Space between columns checkbox." That might be helpful in our combining of reports when adding the hours. Thanks! 

 

The link you added for "import customized reports from Excel to QBDT" doesn't seem to have much if any info on that topic unless it's Option 2? Are you saying that if we were able to design a combined report that gave us the info that we need, we'd be able to import that report into QBks and reuse it for our payrolls going forward? And reuse it without doing all of the manual manipulation? 

 

Thanks again! 

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