Company Back Up file and Assisted Payroll

Thanks for taking the time to scour our Community space for potential solutions, Novice338.

May I know what specific issue you've encountered when restoring the back up file in QuickBooks that messes your Assisted Payroll Service? This way, we can better isolate the issue. If you have missing payroll data and encounter this message: "This QuickBooks file may be missing some of the payroll data that you have already sent to the Payroll Service. Before creating any new transactions, you need to restore the missing data by clicking Send Payroll Data from the Employees menu and then clicking the Send button"?. Just follow the steps below to resolve the issue: 

1. Go to the Employee menu and select Send Payroll Data.
2. Check the Items to send field. If you have 0 paychecks for $0.00, select Send.

If there are any transactions listed, don't select Send. You may create duplicate transactions on accident. If not. I'd suggest contacting our Assisted Payroll Team to help you with using the backup company file without affecting Assisted Payroll Service.

If you don't want to use the back up file, we can export the report to Excel. Just save reports as Excel workbooks (.xlsx), CSV spreadsheets, or PDFs. Here's how:

1. In QuickBooks, go to the Reports menu.
2. Select Reports Center.
3. Find and open any report.
4. Tap the Excel on the toolbar. You can also click Print or Email to save the report as a PDF.
5. To create a new Excel workbook, choose Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
6. If you want to format the data a specific way, select Advanced.
7. When you’re ready to export, hit OK. To open the report in Excel, you can also press Export.

After exporting, we can get the latest version of the report from QuickBooks while you're in Excel. The first time you update a report from Excel, make sure QuickBooks Desktop is open. This sets your preferences and permissions and you can update reports from Excel even if QuickBooks is closed. Here's how:

1. In Microsoft Excel, go to the QuickBooks tab. Excel adds this automatically the first time you export the report.
2. Tap Update Report to get the latest version of the report from QuickBooks.

Feel free to browse this link here if you need help with other tasks in managing your reports. It'll route you to our general financial reports topics with articles.

You can always update after performing the steps as I want to ensure this is resolved for you. Just leave a comment below and I'll get back to you. Have a great weekend.

I don't recall what the error message was, maybe turned off Assisted Payroll. I just don't recall as I stopped using the backup file after that one time. I used to always make a backup to test different scenarios without affecting the master company file.