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scohen
Level 1

Where do I find employee year to date information

 
7 Comments 7
Jovychris_A
Moderator

Where do I find employee year to date information

I'd be happy to help you with that, @scohen.

 

You can find the YTD information by pulling up a report in QuickBooks Online (QBO). It offers a flexible display of Payroll Reports for any customization you can imagine. I'd suggest checking out the Payroll Details report for showing YTD on wages for a specific pay period. The steps below will help you achieve this.

 

Here's how to run the Payroll Details Report:

  1. Navigate the Reports tab and then type Payroll in the search bar.
  2. Select Payroll Details from the selection that appears below.
  3. Set the Report period to Custom and set it as the beginning of the year to the specific pay period you're searching for. You can also narrow it down to only one employee if you'd like.
  4. Click Run Report. The YTD values will be shown at the bottom of the report.

You can refer to this video article on Payroll Reporting for more details. It covers most of the information needed in running payroll reports.

 

Also, I've added an article about how to filter and customize reports in QuickBooks Online: Customize reports in QuickBooks Online.

 

Feel free to give me a comment here if you have more questions in mind. I'll keep my notifications open. Have a great day!

CWeinberger
Level 1

Where do I find employee year to date information

We've just entered YTD payroll Deductions and Contributions for 36 employees and want to verify against the previous payroll system totals. None of the Employee Detail, or Payroll Summary by Employee reports appears to be able to report these entered balances. Is there a way to report this data for comparison?

Adrian_A
Moderator

Where do I find employee year to date information

I know a way on how you can compare the data, CWeinberger.

 

We can run the Payroll Deductions/Contributions report and then export it to an Excel file. Let me guide you how:

 

  1. Click the Reports tab.
  2. Enter and select Payroll Deductions/Contributions.
  3. Filter the Date Range to the previous data.
  4. In the Share drop-down, select Export to Excel.

 

Then, do the same steps but, this time filter the dates to the recent one.

 

Afterwards, you're good to compare your employee's previous and recent deductions and contributions.

 

I've also added this article if you want to edit taxes: Deductions and contributions.

 

As always, feel free to browse our Help page for some related articles about the said payments.

 

The Community is always here to help resolve your concerns so you can continue performing QuickBooks tasks seamlessly.

MaryChristina
Level 2

Where do I find employee year to date information

Hi

 

I cannot see a report with the title Payroll Deductions/Contributions.

I've searched and searched there is nothing showing.  Please can you provide more details?  Thanks 

 

Regards
Mary 

MaryChristina
Level 2

Where do I find employee year to date information

Hi 

When I click on the Payroll Details report (Gross To Net) I only get the option to print a monthly report.  

I need one that shows the full year.   

 

I don't understand why there isn't a standard report showing full YTD figures that I can download in csv.  Even the P32 will only download in PDF.  I'm wasting so much time with this!   This is basic stuff and shouldn't be this difficult. 

If you can advise how I can get a full YTD report that would be appreciated.

Regards

Mary  

 

 

 

Angelyn_T
QuickBooks Team

Where do I find employee year to date information

Hi there Mary. I'm here to share with you some insights about printing the Payroll Detail Report in QuickBooks Online (QBO).

 

You can customize the report to get the whole year or YTD information. I'll guide you on how.

 

  1. From the report's page, tap on the drop-down arrow beside the Date field.
  2. Filter the report's period or choose This year to get the information you need.
  3. Review the details, then select Export the report to Excel or Print or save PDF under Share.

 

For more reference bout running payroll reports in QBO, you can open this article: Run payroll reports.

 

Aside from your payroll reports, you can also learn more about handling your other financial reports through this link: Create and manage reports.

 

If you have any other questions about getting the YTD payroll report, let me know by adding a comment below. I'm always here to help. Keep safe!

CALI1
Level 1

Where do I find employee year to date information

I was able to find all of this under Payroll Summary by employee. There was a note under Payroll Details directing me there. I was specifically looking for YTD info and found this exactly what I needed.

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