I have QB 22.  The 401k reports are different than I need them to be (how they were in QB 19)  How do I make changes in the report (22 version)?

It's nice to see you here in the Community, @mak2022.

Intuit strives to improve the accessibility and usability of our websites for all users. That said, QuickBooks Desktop 2022 includes recent features that can seamlessly manage your account like reports, data sync, etc.

Though changing the report in QBDT 2022 to be the same in QBDT 2019 is unavailable. However, it's still the same process when you run the 401k report in QuickBooks. For more details about the recent update, see this article: New and improved features in QuickBooks Desktop 2022.

Also, you can follow the steps shared by my colleagues on this thread on how to pull up the 401k report in QuickBooks.

I've also added these articles that will help you customize and export your report through an excel file:

• Customize payroll and employee reports
• Excel based payroll reports

I'm here to lend a hand if you have more questions regarding this or other QuickBooks concerns. Have a good one.

Why when I run my Deferred Compensation Report 401(k) does it only report with the employees up to last name starting with D.  I need to submit this report asap and the report does not calculate properly.  Why does it only show about 25% of my employees??

Hi marie20,

Let's fix the employee list on the 401K report by running the verify and rebuild steps.

To start with, click the File menu. Select Utilities, and then Verify Data. If you see an error message, search for it on our QuickBooks Desktop support site for how to fix it. If the system prompts you with Your data has lost integrity message, it indicates that data damage was found in the file. Thus, you'll have to rebuild it. Here's how:

1. Click the File menu.
2. Under Utilities, select Rebuild Data.
3. Select OK to create a backup copy of your file.
4. You can choose where you want to save the backup file. Then, click OK.
5. Enter a new file name.
6. Click Save.
7. Select OK when the rebuild is complete.

I've also added these articles as your guide in customizing payroll reports and exporting them to an Excel spreadsheet:

• Customize payroll and employee reports
• Export reports as Excel workbooks in QuickBooks Desktop

I'm always around whenever you have concerns in running reports.

unfortunately that did not work.  I need to submit this report asap as part of an audit and I am unable to run a report that should honestly only take a few minutes to run.  It is the deferred compensation 401(k) report and it only exports employees last name A-D, so only a percentage of my total employees.  How do I get this report so I can submit it???

I appreciate you for trying the troubleshooting steps I shared, marie20.

Since the same issue persists, I'd suggest getting in touch with our phone experts so we can create an investigation into this matter. 

Here's how to contact our representatives:

1. From the Help menu, select QuickBooks Desktop Help.
2. Click Contact Us.
3. You can enter, Missing some employee's name on the Deferred Compensation report as your keywords.
4. Click Continue.
5. Continue with the on-screen instructions to contact the team successfully.

Feel free to pin these links as your references in managing payroll reports:

• Customize payroll and employee reports
• Export reports as Excel workbooks in QuickBooks Desktop

Don't hesitate to get back to this thread if you have concerns or if you need help running reports.

I have been forced by quickbooks to update to the 2023 Desktop version (from 2021) and that 401K report no longer exists.  I have updated the payroll as well.

I'm here to share some information about the 401 (k) info on your report, @arittintec.

The 401k reports are only available for customers using Intuit 401k. I can also see that you've upgraded your QuickBooks version, I recommend our Support Team to check your account if you need to add this service.

Here's how: 

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
3. Select Contact Us.
4. Give a brief description of your issue, then select Continue.
5. Sign in to your Intuit account and select Continue and then Continue with my account.
   • If you don't already have an account, make sure to Create a new account.
6. We'll email you a single use code. Enter your code and select Continue.
   • If you have more than one account, select the account you want to use and then Continue.
7. Select to chat with us or Have us call you.

Additionally, you can personalize your payroll and employee reports so you get the info you need the most. Please browse through this resource for the steps on how: Customize payroll and employee reports.

We'll appreciate your patience as we work on this. Keep me posted on any further concerns you have about reports. The Community is open around the clock to assist you further. Stay safe.

Did you ever get the report with both 401K and Roth 401K?

No, I just run the report in qb for 401K and then manually add the match from the payroll summary.  I got tired of explaining that the report used to work and then when they did an update the match dropped from the report.

I did not. 

Thank you for taking the time to join this thread and reaching out about the 401(k) and Roth 401(k) reports in QuickBooks Desktop (QBDT), tnpmommy. I understand the importance of having clear and comprehensive reports for effective payroll management, and I'm here to provide you with information on this matter.

When you have set up the 401(k) and Roth 401(k) in QBDT, you can access this information in the reports. To view the 401(k) and Roth 401(k) data, run the Payroll Summary report and filter it to show specific data. Here's how to access and customize this report:

1. Go to the Reports menu and select Employees & Payroll from the dropdown list.
   
2. Choose Payroll Summary. Then, you'll see the 401K and Roth 40K data.
   
   
   
3. Click the Customize Report button to focus specifically on 401(k) and Roth 401(K) information.
4. In the Filter tab, select Payroll Item.
5. Look for 401(k) or Roth 401(k) under Payroll Item to include these details in your report.
   
   

This method provides a clear and comprehensive view of 401(k) and Roth 401(k) contributions within the context of the overall payroll summary.

Additionally, I recommend utilizing the memorize report feature in QuickBooks if you want to save the settings of your customized report for future use.

I hope this information guides you through accessing and customizing these important payroll reports. If you have any further questions or require additional assistance with QuickBooks Desktop, please don't hesitate to contact us. We are committed to helping you manage your payroll and financial records effectively.