Trying to find the report of deductions for the OregonSaves State Mandated Savings plan in QB Online

I appreciate the detailed information you've provided, Bill. Not to worry, I'm here to make sure you'll get the data you needed.

We can pull up the Payroll Details report and export them to Excel to get the information for your OregonSaves State Mandated Savings plan in QBO.

Payroll Details report provides details on the paychecks, including the amount, taxes, and deductions. Here are the steps:

1. Go to Reports from the left menu. 
2. On the Search (magnifying glass) box, enter Payroll Details. 
3. You can customize the Date Range, and choose the name of the Employee, and Work Locations. 
4. Click Run Report. 
5. On the Share drop-down at the upper right, select Export To Excel. 

If you'll need to check both the employee and company contributions to all your retirement plans, you can use the Retirement Plans report. Here's how to run it: 

1. Go to Reports from the left menu. 
2. On the Search (magnifying glass) box, enter Retirement Plans. 
3. You can customize the Date Range, then click Run Report. 

That should do it! If you have any additional questions regarding reports in QBO, do let me know. I'll be right here to keep helping.

@GlinetteC 

Thanks for the response.

I tried the Retirement Plans Report but I get a message that says no plans have been set up, even though I set it up per the directions and the deduction is being taken out.

Here are the directions I found for running the report that is not showing up in my reports section.

Go to Reports and select Standard.

1. Scroll down to Payroll Reports and select State Mandated Retirement Plans Reports.
2. Choose Plan and adjust the Date Range as needed, then select Run Report.
3. You can export the report into an excel file. To export, select Export To Excel from the Share drop-down.
4. Open the excel to verify if the info is correct.
5. Delete the top lines, then save the file.
6. Go to the website to upload the data.

From what I read on https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/state-retire... I should be able to export the report and upload the info real easy.

Do you have any idea why the report is not showing up nor am I able to download the Retirement Plans report?

Bill

You're right, Bill. It should be easy for you to pull up the report. Let me help you resolve it.

The unexpected behavior can be caused by too much cache. We'll perform some steps to fix it. Let's start with logging into your account using a private browser. It's the best spot to isolate browser hiccups. These are the shortcut keys:

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

If you can see the report's information, go back to your regular browser, then clear the cache to refresh the program. We advise our customers to delete them now and then to prevent and fix issues like this.

Also, you can use a different browser to narrow down the issue.

Once done, you can try to pull up the State mandated Retirement Plans report again.

Get back to this thread after trying the recommended steps. We're just one comment away.

Good Morning Kristine,

I tried using the private browser in both Firefox and Chrome and no luck.

Don't know if this helps but I did run this issue by my accountant and she advised all of her clients have had issues with locating the State Mandated Retirement Plans report in QBOL. I'm the stubborn one and won't give up. lol

Bill

Thanks for following up with the Community, bammbamm401. I appreciate that you've performed my colleague's troubleshooting steps.
 

Currently, there's an investigation (INV-36073) about our State Mandated Retirement Plans report not showing up under Payroll Reports on the Reports screen.

Since you're encountering this same problem, I'd recommend getting in touch with our Customer Care Team. They'll be able to pull up your account in a secure environment and add you to Intuit's list of affected users. Afterwards, you'll receive email notifications about any updates relating to this issue.
 

They can be reached while you're signed in.
 

Here's how:

1. Click the Help (?) icon.
2. Choose Contact Us.
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
4. Select Start messaging or Get a call.
   

Be sure to review their support hours so you'll know when agents are available.
 

Please feel more than welcome in sending a reply if there's any questions. Have a lovely day!