Summarize Payroll Data in Excel

Thank you!  That worked.

Hello,

I’m having the same problem.  I’ve followed the steps and when I get into Excel there is not a Funnel icon. There is not any other options to choose from. It only has Medicare Additional Tax listed. I need SUI Company and FUTA. These selections were available last quarter, but are not now.  Any help would be greatly appreciated.

SanabellaSpa

having same issues as above. Can get all the way to funnel but don't have all option. Can you please explain how you were able to choose that option?

Hi there, @IES.

Thank you for joining and adding details in this thread. I can help you click the Funnel option when accessing the Excel based payroll reports.

1. Click Reports.
2. Choose Employees & Payroll.
3. Click Summarize Payroll Data in Excel.
4. Select the appropriate information on the QuickBooks Payroll Reports Workbook.
5. Click Get QuickBooks Data.
6. Select the desired report. Example: Choose the State Wage Listing worksheet.
7. Each heading has funnel option to help you select the desired information (see screenshot).
8. Click OK to save changes.

For in-depth information, you can check this article: Export payroll data.

That should help you in customizing the report, IES.

Click the "Reply" tab if you have additional questions or clarifications about reports. I'm always here to provide help. Wishing you all the best!

HoneyLynn_G,

Thank you for replying and the step by step instructions, however, the funnel is not available.  There is something wrong with the report, as is there are no selections available. Specifically, SUI Company and FUTA.  Could you please notify the developers to please take a look? 

Kind regards,

SanabellaSpa

Hi SanabellaSpa,

The Funnel icon will be gone if you've already select All. However, it's a different thing in this case because you can't see the selections either.

Let's try creating the report again and be sure you have the correct date range. If the same thing happens, please get in touch with our phone support to check it further.

1. Open this link: https://payroll.intuit.com/support/contact/?infosrc=qs&service=16.
2. Click the Taxes button.
3. Click the View Contact Info button.

Please go back to this thread if you have other questions.

Hello There,

I am having issues with that report. It does not show the drill down arrow. Before I arrive to the "Get QuickBooks Date", there is a message that says "We found a problem with some content in 'QB_payroll_Link.xlt". Do you want us to try to recover as much as we can? If you trust the source of this workbook, click Yes."

After clicking the Yes bottom, I can see all the reports except when I go to the tab STATE WAGE LISTING. I CANNOT use the drill down arrow to select the taxes I want to see.

Do you have an idea of what to do in this case?

Hi there, Eregente. 

Thanks for joining this thread. Allow me to help and provide some additional information about State Wage Listing in Summarize Payroll Data in Excel report. 

I've replicated this on my own QuickBooks file and it seems to have worked since I was able to select the taxes on the Tax tracking drop-down arrow. In this case, let's ensure that the Excel you've purchased and downloaded from Microsoft is compatible with QuickBooks. The program needs to meet some system requirements for this. 

Once everything looks fine, try to run a Repair an Office application to resolved this issue. You might have to reach out to Microsoft's support channel for the detailed information. 

Please let me know how it goes by clicking the Reply button below. I'm always here to help if you have any other concerns. 

I am having the same problem as Eregente. The Excel program worked for the last quarter. It was entering in the Medicare info, but the funnel was there to fix that. Now, I receive this error, and when I get to the State wage listing, there is no funnel, and it is set on Medicare.  I can find the information on the Employee State Taxes Detail Report, but would be nice if that was available in summary too. Lots of quirks with Quickbooks now... Hopefully, the report will be corrected  by next quarter?

Same issue here!  Started happening on Monday, January 14!  Spent 2 hours with my computer tech and they couldn't find an issue either.  They suggested it might be a Quickbooks error.

I have the exact same issue, using the latest office 365 release of Office. I'm able to reproduce the error consistently. 

I did try the repair and it did not change it. This also affects all users in the office  (10+) in the same way. Looking for anyone that got it up and running, maybe it's an Office add-on issue?

Hello everyone.

Thanks for reaching out to us here in the Community. Allow me to join this conversation and provide some details about this Payroll Data concern. 

The latest release for MS office may be causing the issue. If you can roll back the update for just one computer, you can try pulling up the summarized payroll data from there.

However, if you have an MS office version that was not updated yet, you can go ahead and have the payroll data sorted.

Here are some helpful articles that will help you with reverting updates with MS Office:

• How to revert to an earlier version of Office.
• Install Office updates.
• Update Office with Microsoft Update.

This should get you moving today.

Please let me know if you have further questions about this concern. I'll be around to provide further assistance. Have a great day!

So anyone have any luck with the information from the QB experts?

Hello there, @Infrastructures.

Welcome to the Community! Let me to share additional information on how you can export your Payroll Summary reports in QuickBooks desktop.

As what my colleague @BettyJaneB mentioned, QuickBooks Desktop currently supports older version of Excel or Office 365 in exporting your payroll reports.

In the meantime, if your Microsoft Excel is updated, you can roll back to it's version where you can still access the reports without the error prompts. You can also reach out to Microsoft Tech support or an IT professional to further help you in repairing Microsoft Office on a secured environment.

I understand how beneficial this feature to you and your business. I'd personally forward this to our Product Developers for future product updates.

Feel free to click the Reply button if you have other question in exporting your payroll reports. I'm always here to lend a hand.

Did no update excel and I am having the same problem.  When will Product Developers fix this.  QB is getting quite frustrating and always blaming others.

Hi there, @pipeman.

Thanks for joining this conversation. I'm here to help make sure this is taken care of.

Just to confirm, have you already tried repairing Microsoft Office? If so and you're still getting the same issue, it'll be best to contact our Payroll Support Team this time. They have tools such as screen-sharing that can check your account and further investigate this issue.

Here's how to reach them:

1. Go to http://payroll.intuit.com/support/contact/.
2. Choose your Payroll Subscription type.
3. Select Taxes.
4. Click on the View Contact Info button to get their update contact number.​​

That should point you in the right direction. Please let me know how it goes after contacting them. I'm only a few clicks away if you have any additional questions or concerns. Take care and enjoy your weekend.

I see that you have reached out to QuickBooks.  Has there been any progress.  For some of us that use the feature for getting our tips reports etc for tax reports this is ridiculous  that it has not been corrected.

Hello skutley01,

It sounds like you've already read the answers above. We know how important this report is, and we're willing to investigate and find the root cause of this behavior.

If you've already tried the steps shared by BettyJane and you still get the same result, please contact our phone support. That way, they can gather additional information to fix this faster. You can call them using this number: 866-223-5562. They are open from Monday to Friday, 6 AM to 6 PM PST.

You can always visit us back here if you have more questions.

I followed your instructions on fixing the State WAge Listing on the Summarize Data in Excel.

I get the following error when Quickbooks tries to export to excel:

We found a problem with some content in Qb_payroll_link.xlt.  Do you want us to try to recover as much as we can?  I click Yes.

When I go into the report to the state wage listing tab, there is no funnel and no way to get anything other than a report for additional medicare wage report

Since this has been an ongoing issue for months, has this been reported to Microsoft so that they can send out a patch so that Quickbooks software works with the 2019 Excel??

I have tried all of the help fixes listed here except reverting to a previous version of Excel.  I think that Office or Quickbooks needs to send out a patch to correct this as soon as possible!

Seems like this should've already been handled seeing how we pay close to 500 a year just for a payroll subscription for our software! 

Thanks for bringing this to our attention, @Pam TEC.

This has been reported already and our engineering team are investigating what may be causing the error.

As another workaround, you can run the report from the previous quarter, then select Yes when asked. You should be able to pull up the data correctly.

Upon sharing this, I recommend contacting our QuickBooks Dekstop Payroll Team so they can add your account to the investigation. This way, you'll be able to receive an update about the status of the issue.

I appreciate your patience while we look into this.