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Summarize Payroll Data in Excel

Forum|Forum|7 years ago
October 15, 2018
5 replies
14 views

I run this Employee report quarterly and there is a worksheet that shows the State Wage Listing. It used to be correct; however, now instead of showing the state wages and unemployment tax, that worksheet shows the Medicare Employee Additional Tax information. There is no other worksheet in the spreadsheet that shows the State Wage Listing information.

Is there a solution to this issue? Thanks.

Best answer by Rasa-LilaM

Hi there, tallen78.

Welcome to the QuickBooks Community. I can help with correcting your State Wage Listing Report so you’re able to see the state wages and unemployment tax.

The steps are simple and easy. Let me walk you through the step by step process.

Here's how:

Go to Employees at the top menu bar.
Then select Payroll Center.
Click on the Payroll tab.
Go to the Reports section, and select Summarize Payroll Data.
Under Dates, choose the period you want to run the report.
Click on the Get QuickBooks Data tab.
Choose the State Wage Listing worksheet.
Click on the Funnel icon and choose All.
Select OK.

That'll do it. With these steps, I'm confident when running the report you'll see all of your employees' taxes and wages.

We also have resources available to help you grow and manage your business, all you need to do is visit the QuickBooks Resource Center for more information.

Be sure to let me know if you have concerns about QuickBooks. Please know that I'm just a comment away. Have a great rest of your day.

R

Rasa-LilaM

Answer

QuickBooks Team

Hi there, tallen78.

Welcome to the QuickBooks Community. I can help with correcting your State Wage Listing Report so you’re able to see the state wages and unemployment tax.

The steps are simple and easy. Let me walk you through the step by step process.

Here's how:

Go to Employees at the top menu bar.
Then select Payroll Center.
Click on the Payroll tab.
Go to the Reports section, and select Summarize Payroll Data.
Under Dates, choose the period you want to run the report.
Click on the Get QuickBooks Data tab.
Choose the State Wage Listing worksheet.
Click on the Funnel icon and choose All.
Select OK.

That'll do it. With these steps, I'm confident when running the report you'll see all of your employees' taxes and wages.

We also have resources available to help you grow and manage your business, all you need to do is visit the QuickBooks Resource Center for more information.

Be sure to let me know if you have concerns about QuickBooks. Please know that I'm just a comment away. Have a great rest of your day.

T

tallen78Author

Thank you! That worked.

J

JanyRoseB

Level 5

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.

R

Raleightx

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?

V

vrancourt

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

A

Anonymous

Hello, vrancourt.

We received some reports that this process is not compatible with Excel 2019. Rolling back to the previous version appears to have worked.

Though, if you’re still unable to do it on a later version of excel, I’d recommend reporting this issue to our support team:

Click Help at the top.
Select QuickBooks Desktop Help.
Give a brief description of your issue and click Continue.

For now, let’s try to pull up the report on a different way. Here’s how:

Click Employees at the top.
Select Payroll tax forms and w-2s.
Choose Tax Form Worksheets in Excel.
Choose Sate SUI Wage Listing.
Select your desired date and click Create Report.

Drop by again if you have other questions.

P

Pam TEC

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!

S

sjensen

Guaranteed free fix:

https://bigredconsulting.com/summarize-payroll-data-in-excel/

V

vhague

Ever since upgrading from Quickbooks Desktop Pro 2012 to 2019 this issue has been a thorn for us. After reloading all machines to Windows 10, upgrading to Quickbooks Desktop Pro 2019, and installing the Microsoft office, we discovered we had one Windows 7 laptop remaining that could pull reports properly, but for us it was the 940, 941, and State Unemployment Compensation reports that were the issue.

Big Red's solution is a simple one. Download a QB_Payroll_Link.xlt file and replace the one Intuit installed. This lead me to doing the same for QB_Taxform_Link.xlt, but what I did was to take the file from my prior Quickbooks Desktop Pro 2012 install and simply copy it over, No changes whatsoever. It worked like a charm.

I have some experience with software development myself and I can't help but agree with some people here who have been disappointed with Intuit's reaction to this issue. While the CSR reps have been saying 'Engineering is aware of the issue', my guess is that it has been queued behind other 'more important tasks' all this time. In fact, now that I understand how Quickbooks is interacting with the templates themselves (which is little more than calling them to start), a developer with even an inkling of knowledge of this functionality should have been able to point at the template files as the cause of the problem.

So, thank you Big Red for sharing your findings. I am very glad this issue is behind us.

BigRedConsulting

Level 15

@vhague

RE: ...but for us it was the 940, 941, and State Unemployment Compensation reports that were the issue.

What happens when you try to use that feature? Maybe I can fix it, too.

RE: While the CSR reps have been saying 'Engineering is aware of the issue', my guess is that it has been queued behind other 'more important tasks' all this time.

Yes, for 15 months or so now. Seems like perhaps they need to staff up?

D

dketner

The state wage listing does not populate correctly. Shows only only one employee - with Soc Sec # [removed] with the amount of 1,100 under the Payroll tax item Medicare additional tax. I am unable to anything from the drop down box . Any suggestions to fix this report?

JoesemM

QuickBooks Team

Hi there, @dketner.

Let's update your QuickBooks Desktop to the latest release. This way, your software is up to date and have the latest features and fixes. I'll show you how:

Go to the Help menu, select Update QuickBooks.
Go to the Update Now tab.
Select Get Updates to start the download.
When the download finishes, restart QuickBooks.
Accept the option to install the new release, when prompted.

Here's an article you can read for more details: Update QuickBooks Desktop to the Latest Release.

Once done. let's get the latest tax table. This way, the state wage listing will populate correctly, here's how:

Go to the Employee.
Then choose Get Payroll Updates.
Select the Download Entire Update checkbox.
Now pick Download Latest Update. A window appears when the download is complete.

If the error persists, I'd suggest contacting our Technical Support Team. An agent will look into your account in a secure environment to further check the root cause of the issue.

Here's how:

Visit:https://help.quickbooks.intuit.com/en_US/contact.
Select your QuickBooks Product.
Choose your QuickBooks version.
On the Contact Us page, click a topic.
Click Start a message to connect with us.

Just a heads up, we have limited staffing and have reduced our support hours to 6 AM-6 PM PT Monday-Friday due to COVID-19. We will resume normal hours as soon as possible.

I've also added our Excel based payroll reports article. It provides several reports and how to generate them in QuickBooks.

Please reach out to me here should you need any additional assistance. Have a good one.

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