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Level 1

How do I view an employees personal information? address, SS#, etc if we re not using your payroll service?

 
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Level 3

Re: How do I view an employees personal information? address, SS#, etc if we re not using your payroll service?

If you are not using QB Payroll, did you put this info into QB Accounting system?  If you did not put in, it is not there to view.

Level 1

Re: How do I view an employees personal information? address, SS#, etc if we re not using your payroll service?

We recently switched from QuickBooks Professional Services version to this web based version. We had all the info in the old system at the time of the conversion but I cant see how to find it now or if it transferred over since we said we aren't using their payroll

QuickBooks Team

Re: How do I view an employees personal information? address, SS#, etc if we re not using your pa...

It's great to have you here in the Community, @mthron.

 

The employee lists and information in QuickBooks Professional Services will be transferred to the web version even if you're not using the payroll service. It’s my pleasure to walk you through where you can see the employee details in QuickBooks Online.

 

Here’s how:

 

  1. From the left menu, select Reports.
  2. Type Employee Details in the search box.
  3. From the Employee drop-down menu, choose the employee’s name or All Employees.
  4. Hit Run Report.

Since you recently switched versions, I suggest checking this article for guidance with what is imported and not from QuickBooks Desktop to QBO: Limitations when you convert from QuickBooks Online to QuickBooks Desktop

 

You can also refer to the video tutorials in the link to help you navigate through QBO: What Are QuickBooks Apps?

 

If you have any other questions, don’t hesitate to comment below. Have a great day!

Level 1

Re: How do I view an employees personal information? address, SS#, etc if we re not using your pa...

I did that and got this error

 

The report request could not be completed. Please create the report again from Report Overview.

QuickBooks Team

Re: How do I view an employees personal information? address, SS#, etc if we re not using your pa...

Thanks for keeping us updated with the results, mthron.

 

The error message you're getting can often be a cause of some cache-related issues. We can perform some basic browser troubleshooting steps to fix errors on reports.

 

Let's use a private browser when logging in to QuickBooks. This will help us isolate if the issue is specific to the browser.

  • Google Chrome: press CTRL  + Shift + N
  • Mozilla Firefox: press CTRL  + Shift + P
  • Internet Explorer: press CTRL  + Shift + P
  • Safari: press Command + Shift + N

If this fix the error, we can go back to your regular browser and clear the cache storage of your browser to prevent unexpected behavior in the product. Otherwise, using other supported browser can be a good alternative too.

 

Keep in touch if there's anything I can help you with. I'm always around to provide further assistance.

Level 1

Re: How do I view an employees personal information? address, SS#, etc if we re not using your pa...

How would we just view the employee list without running a report?

QuickBooks Team

Re: How do I view an employees personal information? address, SS#, etc if we re not using your pa...

You can view the list in the Employees section, mthron. However, if you need to see their SSNs, addresses, and other info, you'll want to open the Employee Details report.

 

If the error is still not resolved after trying the troubleshooting steps above, please have our Support check your account. They'll use a screen-sharing tool to see your setup and investigate this further.

  1. Click on Help and choose Contact us.
  2. In the description field, type summary of your concern.
  3. Choose from Chat or Request for a callback.

If you need help on retracting data on reports, always visit us back though this thread.

Need to get in touch?

Contact us