What is easiest way to get a report of IRA contributions by employee?

DS127 · ‎January 31, 2023

This was easy in QBD.

My client withholds for IRA contributions, and we have an account ("category") on the COA where these are posted for each paycheck.

Each month he needs to send checks to the IRA companies with the appropriate amounts.

There is no obvious report that will show him, by employee, the amount of IRA contributions withheld for that period.

What is the best way to get this information quickly? Right now it is a rather manual process. Am I missing something or did QBO take away this functionality that was in QBD? What's the best way to get this info? I realize I probably need to customize a report - which one? Thanks.

DHeraV · ‎January 31, 2023

Hi there. @DS127,

I'm here to share information about what type of report to use for IRA contributions in QuickBooks Online (QBO).

In QBO, you can run a Payroll Summary by employee report to view your employees' IRA contributions. You can follow these steps how:

1. On your QBO account, go to the Reports tab.
2. In the Reports section, enter Payroll Summary by employee in the Search box.
3. At the upper part of the page, click the Customize button to customize the report.

4. Under the Employee dropdown, select the specific employee you want to run the report. You can also choose what to include in the report's column.

5. Once done, select Run report.

For detailed information, kindly refer to these articles:

I'll also share this article you can read for future reference if you want to learn how to download your data from QuickBooks Online: Export reports, lists, and other data from QuickBooks Online.

Feel free to leave a reply if you require further assistance with running payroll reports in QBO. The Community team always has your back. Keep safe.

View solution in original post

DHeraV · ‎January 31, 2023

Hi there. @DS127,

I'm here to share information about what type of report to use for IRA contributions in QuickBooks Online (QBO).

In QBO, you can run a Payroll Summary by employee report to view your employees' IRA contributions. You can follow these steps how:

1. On your QBO account, go to the Reports tab.
2. In the Reports section, enter Payroll Summary by employee in the Search box.
3. At the upper part of the page, click the Customize button to customize the report.

4. Under the Employee dropdown, select the specific employee you want to run the report. You can also choose what to include in the report's column.

5. Once done, select Run report.

For detailed information, kindly refer to these articles:

I'll also share this article you can read for future reference if you want to learn how to download your data from QuickBooks Online: Export reports, lists, and other data from QuickBooks Online.

Feel free to leave a reply if you require further assistance with running payroll reports in QBO. The Community team always has your back. Keep safe.

DS127 · ‎February 02, 2023

That works. Too bad QBO doesn't let me keep the customization. I wanted to save the report so that my client can just grab it and use it each month. (I gave Feedback on this...maybe others will too.) Well, at least we have the report. Thanks!

ZackE · ‎February 02, 2023

Thanks for following up with the Community, DS127.

I'm happy to hear DHeraV was able to help with finding a report that shows IRA contributions by employee.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply here or create a new thread if there's ever any additional questions. Have a wonderful day!

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What is easiest way to get a report of IRA contributions by employee?