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Hi there, Abby.
Yes, you can sort your employees per branch/department. I'm here to guide you on how.
If you had added a custom field for branch/department, you may open two reports to sort your employees with their taxes or contributions.
Here's how:
- Open your QuickBooks Desktop, then go to the Reports tab.
- Click on Employees & Payroll, then open the report that displays your employees' contributions/deductions (Payroll Transaction Detail, Payroll Item Detail).
- Review the information from there.
- After that, open the Employee Contact List report from the Employees & Payroll.
- Add the Department field/column from the Customize Report window.
Once done, export both reports to Excel and customize the data from there.
For more tips about managing reports in QuickBooks Desktop, you can also open this link: Understand reports.
Moreover, here's how you can create and use custom fields in QuickBooks Desktop.
If you have any other questions about sorting your employees in QuickBooks, please let me know by adding a comment below. I'm always here to help. Have a good one!
