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topspinartist
Level 2

Payroll Summary Report Name Convention Change (IOP vs QBOP)

Payroll Summary report in IOP (PayCycle) used to be First Name<space>Last Name.

 

After migration to QBOP Core, it is now Last Name<comma><space>First Name.

 

Creates more work if you need to compare archived IOP reports to QBOP Core reports, in our case, for clients are requesting forgiveness for PPP Loans.  Maybe there is a thread already to request enhancement for First Name Last Name fields in Reports?

1 Comment 1
LollyNino_C
QuickBooks Team

Payroll Summary Report Name Convention Change (IOP vs QBOP)

Hello there, @topspinartist

 

Thanks for coming to the Community. I'm here to provide some insights about the character fields in your customer's information section. 

 

If you’re running the Employee Details and Employee Directory Reports, the workers’ information is arranged by their first and last names. You can export them to Excel and manually update the setup correctly (last and first names).

 

  1. Tap the Reports menu on the left panel.
  2. Type Employee Details/ Employee Directory in the search field.
  3. Click the Share drop-down in the upper right to choose Export to Excel.

For more insights into this process, see the following guide: View and print payroll reports

 

At this time, you can submit feedback about this matter through your QuickBooks Online (QBO) account. From there, you can discuss potential changes or product suggestions which other users can review and comment on.

 

Here's how:

  1. Sign in to your QBO account.
  2. Go to the Gear icon at the top, then Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

Your valuable opinion goes to our Product Development Team to help improve your experience in QBO.

 

You can refer to this article to see steps on how you can customize reports and focus on the details that you want to view: Customize reports in QuickBooks Online.

 

Please click this article to view several payroll reports that you can use to view useful information about your business and employees: Run payroll reports.

 

Feel free to place a comment below if you have more questions. I'm always here to lend you a hand. Take care!

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