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fmurphy
Level 1

Our firm received an SBA PPP loan. Has quickbooks created any customized reports to pull the data required by the SBA?

 
1 Comment 1
MadelynC
QuickBooks Team

Our firm received an SBA PPP loan. Has quickbooks created any customized reports to pull the data required by the SBA?

Hello @fmurphy,


Applying for a loan may need several pieces of information like payroll reports.

 

You can run the Payroll Summary and Payroll summary by Employees reports. These reports have the information required by the SBA. These can also give you a comprehensive view of wages, deductions, and taxes for the period.

 

Here's how to view them:

 

  1. Go to the Reports menu.
  2. Enter and select Payroll Summary by Employee/Payroll Summary in the search field.
  3. Customize the date range and other fields. 
  4. Click Run report.

You can export the reports to Excel by clicking the Share drop-down at the upper-right.


You can check these articles to learn more on how to pull your data from your payroll to apply for a Paycheck Protection Program loan:

 


If you have an additional concern, don’t hesitate to reach us again.

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