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FritzF
Moderator

Summarize Payroll Data in Excel issue

Thanks for getting back to us in the Community, @Anonymous.

 

I'm happy to know that you can now run your payroll reports to Excel.

 

Feel free to visit us again here in the Community should you have any other concerns. I'm always here if you need further assistance. Wishing you and your business continued success!

The Copy Shop
Level 1

Summarize Payroll Data in Excel issue

While I'm happy for Lori831, I'm still having the problem

JanyRoseB
QuickBooks Team

Summarize Payroll Data in Excel issue

Hi there, @The Copy Shop.

 

I'm here to provide some update the Summarize Payroll Data in Excel issue.

 

The INV-24874 was closed last 1/25/2019. However, some customers are still experiencing the same issue, and our engineers decided to re-open the investigation to dig deeper as to what’s causing the error to reoccur.

 

For the meantime, I encourage you to reach out to our Customer Care Team to add your account to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email. 

 

Here's how you can contact our phone support: 

  1. Sign in to your QuickBooks Online company.
  2. Select Help at the top right.
  3. Click Contact Us to connect with a live agent.

We appreciate your patience. Please check in with us if there’s something else you need help with. I’ll be around to help. 

Infrastructures
Level 2

Summarize Payroll Data in Excel issue

I am now having issues with Office 2007 excel.  We already had issues with this in office 2016 and that still has not been resolved.

 

Can you advise when this issue will be fixed?

 

Infrastructures, LLC

AldrinS
QuickBooks Team

Summarize Payroll Data in Excel issue

Thanks for joining the thread, Infrastructures.

 

I'm here with some insight to provide regarding the ongoing investigation about the Summarized Payroll Data in Excel issue.

 

The engineers are continuing to investigate why users are receiving an error message when running the Summarized Payroll Data. This team hopes to soon have more information on this and get this resolved.

 

In the meantime, I've found that running the report from previous quarters and then selecting Yes when asked to update helps pull up the data correct. However, if that doesn't work clean install of QuickBooks and Excel are possible fixes.

 

Should you continue to experience this unexpected behavior, I encourage you to contact the Phone Support Team so they can add you to the list of affected users. This will list will also sign you up to receive email updates as soon as they become available.

 

Please let me know if you have any questions or I can be of additional support. Have a wonderful weekend.

three3aday
Level 1

Summarize Payroll Data in Excel issue

I'm having the same issue with Desktop Pro Plus 2019. This has been going on since last fall, ridiculous to pay for this product and not have full functionally! I'm already getting love letters from the SS Admin, which I believe is directly correlated to this QB issue, questioning some of my employee data Its time to reconcile this issue.

three3aday
Level 1

Summarize Payroll Data in Excel issue

Some misunderstanding. I can not run payroll reports in Excel.

Rose-A
Moderator

Summarize Payroll Data in Excel issue

Hey there, three3aday.

I'm here to help you run the payroll reports in Excel via QuickBooks Desktop.

 

Repairing QuickBooks can to fix program-related issues or errors.

 

  1. Restart your computer to close unnecessary programs interfering with QuickBooks.
  2. Back up your QuickBooks company file.
  3. Select Start and then Control Panel. (In Windows 8/8.1: From the Start menu, open Search and type Control Panel. From the results, select Control Panel.)
  4. Select Programs and Features. If necessary, choose to Uninstall a program.
    (If you don't see these options, select Programs, then Program Features.)
  5. Select QuickBooks in the list of programs and choose Uninstall/Change.
  6. Select Continue, then Next.
  7. Select Repair then Next. Wait for the Repair to complete.
  8. Choose Finish. Restart your computer if prompted.
  9. Don't forget to download the latest QuickBooks release and the latest payroll tax table when you open QuickBooks.

You can get more information in this article: https://quickbooks.intuit.com/community/Help-Articles/Fix-QuickBooks-Desktop-Windows/m-p/201490.

 

Also, you can check this article for detailed steps and instruction on how to repair the Excel: https://support.office.com/en-us/article/repair-an-office-application-7821d4b6-7c1d-4205-aa0e-a6b40c....

 

Once done, let's try to run Payroll Reports in Excel.

 

Here's how:

  1. Click Reports at the top menu bar.
  2. On the drop-down list, click Employees & Payroll then choose Summarize Data Payroll in Excel.
  3. Click Enable Content.
  4. Select Dates and click Get QuickBooks Data.

 

 

 

You may find this article helpful: Excel-based payroll reports.

 

If you need more help running payroll reports in Excel, please let me know. I'll be around to help you further.

vrancourt
Level 2

Summarize Payroll Data in Excel issue

I am an accountant and I am having the same problem with Summarize Data in Excel.

When I call quickbooks technical support, they say they are working on the issue.  It was reported over 3 months ago!  We cannot do our state quarterly reports without this report.  We have to do  manual calculations for hundreds of our client's employees which is a total waste of time, using excel of course.  This report is the only one that shows excess wages when an employee has reached the maximum amount for SUI.    The report worked fine for years now and the ENGINEERS can't figure out the problem!  QUICKBOOKS THIS IS TOTALLY UNACCEPTABLE.

 

Everyone who is having problems should inundate technical support with calls until they fix it.

Angelyn_T
QuickBooks Team

Summarize Payroll Data in Excel issue

Hello there, @vrancourt.

 

Please allow me to join the thread and help share additional information about the Summarized Payroll Data in Excel issue.

 

I understand how it can get frustrating when something isn't working the way you need it to. Yes, we have reported this issue and our engineering team is currently investigating what may be causing this. As of now, you can follow the steps provided by my colleague AdrinS, to run the report from previous quarters and then select Yes when asked to update helps pull up the data correct.

 

As soon as we receive updates from our engineering team, me or one of my colleague will update this thread.

 

On the other hand, to stay updated with the latest QuickBooks news and updates, you may visit our QuickBooks Blog.

 

Please keep posted if you have any other QuickBooks or payroll reports questions, I'll be right here to help you. Have a great day ahead!

Infrastructures
Level 2

Summarize Payroll Data in Excel issue

All I know is that we are using Windows 7 and Office 2007 and we can get the reports in QB 2018 and 2019.  Yet we have a client that has Windows 10 and office 2016 and she cannot get her reports.  We got them for the 4th quarter and then nothing.  It appears that it is a glitch in office 2016 along with windows 10.  QB needs to get with Microsoft and get this worked out.  Engineers need to look at the codes.  There has to be a coding error somewhere. 

PreciousB
Moderator

Summarize Payroll Data in Excel issue

Thanks for coming back to the Community, Infrastructures.

 

We would like to get to the bottom of this as much as you do.

 

First, I want to thank you for sharing your versions of Windows and Excel.

 

We're still on the process of looking for the permanent resolution for this. I’m not privy to when we can fix it, but I can tell you that there are a lot of eyes on this one. We should see a fix soon.

 

To make sure we can send an email notification about the investigation, I suggest reaching out to our QuickBooks Desktop Payroll Team.

 

Here's how to contact us:

  1. Open QuickBooks Desktop.
  2. Click Help at the top and choose QuickBooks Desktop Help or press F1 on your keyboard.
  3. On the Have a Question? screen, scroll down and select the QuickBooks support representative.
  4. Choose QuickBooks Desktop, then select Payroll.
  5. Select your payroll product.
  6. Click the Chat with us link.

The information above will help you get pointed in the right direction. I'm always here if you need anything else. Please leave a comment below if you need any further information. Have a good day.

Jeanne1213
Level 3

Summarize Payroll Data in Excel issue

Why is it taking so long to get this fixed?  We started complaining in January and it will be May in a couple more days. To continually say thank you and we are working on it hasn't fixed it in 4 months.  Come on Quickbooks!

Anonymous
Not applicable

Summarize Payroll Data in Excel issue

For me, this problem disappeared  about 2 or 3 months ago, and the reports started working again.  I have assumed that a Windows 7 update or a MS Office Update might have helped correct the problem, since QuickBooks doesn't seem to have any idea what is going on.  Perhaps you need to update Windows or Office?

MaryLandT
Moderator

Summarize Payroll Data in Excel issue

Hi there, @Jeanne1213,

 

I know this wasn't an easy process for you and this is not the kind of process we want you to experience.

 

While waiting for a fix, you can run the report from previous quarters, then select YES when asked to update. This will pull up the data correctly.

 

No worries. We'll update this post once we receive an update from our engineering team.

 

I appreciate your patience and understanding while we look into this.

cgrcpa
Level 2

Summarize Payroll Data in Excel issue

I'm guessing you mean if people kept an old excel file saved that worked? We didn't normally do that so we're stuck. For over 7 months!!!!! Come on and fix it already.
MaryGraceS
Moderator

Summarize Payroll Data in Excel issue

Hi there, @cgrcpa.

 

Thanks for turning to Community in looking for updates about the Summarize Payroll Data in Excel feature. Let me share some clarification about its workaround. 

 

You'll need to run the Summarize Payroll Data in Excel report, then change the date Last Quarter. If asked to update, select Yes. If you get the same result, another workaround you can try is to run clean install QuickBooks and Excel to fix this unexpected behavior.

 

Our engineers are continuously working to provide a solution as soon as we can. While we don't have a definite time as to when the resolution will come out, rest assured we're actively working to deliver one that'll prevent this from happening again.

 

I also recommend contacting our Customer Care Team to add you to the list of affected users. By doing so, you'll be notified via email about the status of the investigation. 

 

We appreciate your patience as we look into this for you. Let me know if there's anything else you need help with. I'm only a comment away.

mgw
Level 1

Summarize Payroll Data in Excel issue

I have been waiting for a fix to this problem for a year now.  I have tried all of the recommended fixes.  We need the software to work properly!  Thank you.

katherinejoyceO
QuickBooks Team

Summarize Payroll Data in Excel issue

Thanks for joining this thread, @mgw. I appreciate you for performing all of the recommended steps to fix the issue. 

 
At the moment, the status of the investigation is still in progress and our engineers are still working on a permanent resolution. I'd suggest you follow my colleague @MaryGraceS recommendation to contact our Technical Support team to make sure you'll be added to the affected users' notification list.
 
Once again, thank you for bearing with us. I'm always around to help you whenever I can.


 

Anonymous
Not applicable

Summarize Payroll Data in Excel issue

We reviewed the template intuit included with QB 2020 and see that it has the same issues. 

 

So, we figured out what is wrong and fixed it. It took about two hours to fix and test.

 

If you'd like to get a fixed version of the template (free) start here:

Summarize Payroll Data In Excel « Big Red Consulting

bamado
Level 2

Summarize Payroll Data in Excel issue

Thank You Big Red!!! It took you 2 hours to RESOLVE an issue that apparently has baffled the entire Quickbooks tech support team all year, WOW! I was slightly skeptical when I saw your post so I pulled up your website and wanted to call but only found a billing phone number. I looked around at your website and saw your expertise and decided to trust it. I downloaded your repaired QB_Payroll_Link1 file, then scanned it for viruses All Clean. I followed the exact instructions in your readme.txt file. Very easy to deploy. I exported my payroll data from my clients file and sure enough the State Wage Listing was complete. I then created an Employee State Taxes Detail report in Quickbooks to compare and everything matched perfectly. 

Once again a big THANK YOU!

 

Anonymous
Not applicable

Summarize Payroll Data in Excel issue

You're wise for being cautious.

 

Thanks for letting me know all went well!

BigRedConsulting
Community Champion

Summarize Payroll Data in Excel issue

@JamesDuanT 

RE: Currently, we've received reports regarding the issues when exporting payroll reports. Our engineers are already aware of this and working for a fix.

 

It's been about a year. How's that fix going?

BigRedConsulting
Community Champion

Summarize Payroll Data in Excel issue

As a reminder, there is a fixed version of the template file here:

 

If you'd like to get a fixed version of the template (free) start here: Summarize Payroll Data In Excel « Big Red Consulting

 

Maybe Intuit should pay me to fix it for them?

Mindella61
Level 1

Summarize Payroll Data in Excel issue

I followed the steps exactly, but when I tried to summarize payroll data in excel (Desktop 2019) it locked up my QB file and I had to shut down manually. I was SO hopeful, too!

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