Covid employee vaccination/exemption records

Hi there, @ATPro.

I can see the value in adding attachments or vaccination cards to each employee in QuickBooks Online. I'm here to give you details on adding this information to them.

We can only keep track of each employee's vaccination status by adding some notes.  While adding a document as proof of their vaccine information is unavailable in QuickBooks Online.

To enhance your experience, I recommend sending feedback to our product developers for this function in QuickBooks Online.

To do so, please follow these steps:

1. Select the Gear icon.

2. Select the type of feedback you want.

3. Leave your feedback or product suggestions in the box below.

4. Then, to submit feedback, click Next.

You may track the status of your summited feedback on our QuickBooks Online Features Requests page.

Furthermore, you can run a report to identify the employee vaccine status and export the report to excel.

Here's how:

1. Go to the Reports tab and search for the Employee Contact list.
2. Click the Customize button.

3. Select Change Column to edit the row/column. From there, make sure to a checkmark on the Employee, Address, Phone number, Note, and other detail you want to add.

4. Hit Run report.

5. Lastly, tick the Export button beside the Printer icon. This way, you can export them to excel or PDF.

In addition, attachments can be added to customer and vendor profiles, as well as their transactions, in QuickBooks Online. You may visit this article to see the list: Attachments in QuickBooks Online.

You can always reach us for more concerns with your reports in QuickBooks. Have a fantastic week!

Thanks. I suppose that is slightly helpful. 

Is there a way to then export a report with all employees showing the notes field and thus showing a list of all employees vaccine status?

I appreciate you getting back to us, @ATPro. I’ll share further information and assist you with exporting a report.

We can run two reports to show the vaccination status of your employees. One of it is the Employee Contact List which was mentioned by my colleague @ChristineJoieR above. Another way to track their status is by generating the Employee Details. This contains the employment info, payroll details, notes, and more.

Here’s how:

1. On the left pane, select the Reports menu.
2. Enter the Employee Details on the Search tab.
3. On the Employee dropdown menu, choose All Employees.
4. Click Run Report and review the list.
5. From the Share dropdown menu, select Export To Excel.

To know more about accessing payroll reports, you can refer to this article: Run payroll reports. On the same link, you’ll find the instructions on how to mark and customize reports in QuickBooks Online.

I'm just a reply away if you have other questions about running reports or managing your employees. Just add the details of your concerns in this thread and I'll help you out.