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jlsic
Level 2

Which report to export to Excel for W-2, W-3 creation

One of my companies only had payroll for a partial year, Jan - early May 2023 using Desktop with a payroll subscription.   No luck utilizing Quickbooks Online for 2023 W-2s.  Question - in QB Desktop, which payroll report needs to be exported to Excel in .xls , .xlxs , or .csv so I can upload to another W-2, W-3 tax service?

2 Comments 2
JaeAnnC
QuickBooks Team

Which report to export to Excel for W-2, W-3 creation

Thanks for reaching out to us, @jlsic

 

In QuickBooks Desktop (QBDT), you can run and export the Payroll Summary report to display your employees' total payroll wages, taxes, deductions, and contributions, which is helpful when creating W-2 and W-3 forms. Here's how:

 

  1. Go to the Reports menu.
  2. Select Employees & Payroll and click Payroll Summary.
  3. To export, click the Excel dropdown and select Create New Worksheet.

 

Additionally, QBDT allows you to email reports at a regular and recurring scheduled time. This way, you don't need to send them manually because the program automates this process.

 

You can ping me anytime by mentioning my name in the comments below whenever you have questions involving payroll reports. I'm always around to offer support. Keep safe, and have a nice day.

jitu1049
Level 3

Which report to export to Excel for W-2, W-3 creation

This reply will noly apply to your need if your state is one of THOSE requires w2-efiling. than you can use

from QB Desktop - Process payroll form--- Efile State w-2 form Other activities. It will create the excel worksheet.  

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