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.

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.  

What if I'm using Enterprise Solutions 22.0

How can I export to Excel 2023 W-2, W-3?

For an audit.  

Thank you.

I appreciate you joining the thread, @CCT Claudia. 

The process provided by my peer above is the same even if you're using QuickBooks Desktop Enterprise. You can still run and export the Payroll Summary report that generates an Excel file with the payroll data you need for your W-2 and W-3 forms. Here's a quick recap of the steps and screenshots for your visual guide:

1. Open QuickBooks and navigate to the Reports menu.
2. Select Employees & Payroll and then choose Payroll Summary.
   
   
    
3. Customize the report to include the necessary date range and employee details.
4. Once everything's accurate, click the Excel dropdown at the top of the report.
5. Choose Create New Worksheet to export the data to Excel.
   
   

This method works across different versions of QuickBooks Desktop, including those with Enhanced Payroll. For more information, check out this article: File your W-2 and W-3 forms

Moreover, you can save the current settings by clicking Memorize from the reports window. That way, you won’t have to go through the customization process again in case you need the same information in the future.

I'm willing to assist you further if you have more questions in mind about exporting reports or managing your W-2 and W-3 in QuickBooks Desktop. You can leave your comment below or post another questions so we can get back to you.