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Re: Summarize Payroll Data in Excel

I think Microsoft has maybe caused the issue..seems they should be looking into solutions as well.  The quarterly UI report seems to be a huge help to us payroll admins..

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Re: Summarize Payroll Data in Excel

HEY HEADS UP-WORK AROUND FOUND just wanted to share for all Payroll Admins 


Go to 'Employees' , 'Payroll Tax Forms & W2s' then 'Tax Form Worksheets In Excel'


This will give you the figures you need for filing your state UI Quarterly returns! 

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Re: Summarize Payroll Data in Excel

I dont own a previous verson

QuickBooks Team

Re: Summarize Payroll Data in Excel

Hello vrancourt,


Thank you for reaching back to us here in the Community. Allow me to assist you and provide additional information about exporting payroll data into Excel from QuickBooks Desktop.


Currently, the supported Microsoft Office version for QuickBooks is 2016 and previous versions. To check on what options you have, I recommend reaching out to the Microsoft Support from the link I'm adding down below:


I also suggest bookmarking the article about the system requirements for the QuickBooks program. Any updates will show under the Software Compatibility sections of this support link:


QuickBooks Desktop system requirements.


As always, please let me know if I can be of additional assistance with using Excel for QuickBooks. Cheering you to a wonderful week ahead.

Experienced Member

Re: Summarize Payroll Data in Excel

THANK you so much! This has become ridiculous that it is "Microsoft's" fault.

QuickBooks Team

Re: Summarize Payroll Data in Excel

Hello there, Rural CPA.


I understand the importance of maximizing the ability to acquire the report you and your business needs. I've checked here, and we still have an open investigation (INV-24874) specific to the error when using Summarize Payroll Data in Excel.


We continue to document all issues going on to affected users for our product engineers to fix. That said, I recommend contacting QuickBooks Support for them to get the information they need and add you to the list of affected users.


In case you need the steps, check this out:


  1. Open QuickBooks Desktop.
  2. Click the Help tab at the top menu bar.
  3. Select QuickBooks Desktop Help.

Please remember you can always reach out to me anytime you have questions or concerns about exporting data from QuickBooks. Wishing you all the best.

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