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sherignp
Level 2

Desktop Pro 2020 excel reports

We just upgraded to Desktop Pro 2020.  I can no longer find reports I had access to in 2017.  Specifically Local Taxes and Deferred Compensation reports via the More Payroll Reports in Excel menu.  Are they gone or did we do something wrong in our upgrade? Help!

Solved
Best answer March 13, 2020

Best Answers
BigRedConsulting
Community Champion

Desktop Pro 2020 excel reports

After your initial install many of the Excel based payroll reports will not appear on the menu.

To get them to appear, get payroll updates from the Employees menu and then restart QuickBooks.

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4 Comments 4
JoesemM
Moderator

Desktop Pro 2020 excel reports

Hi there, @sherignp.

 

You'll want to open the memorized report list, to see if the reports will show up. Just go to the Reports menu and select Memorized Reports then Memorized Report List. Double click the memorized report list.

 

Meanwhile, if you cannot fInd the reports, you have to create the memorized reports again.

  1. From the reports window, select Memorize.
  2. On the Memorize Report window, type in the name you want to assign the report.
  3. (Optional) Select the Save in Memorized Report Group checkbox if you want to save the report on a specific report group (Accountant, Banking, etc...)
  4. (Optional) click Share this report template with others. When you select this checkbox, your report template will be accessible to other QuickBooks users when they go to the Contributed tab in the Report Center.
  5. Hit OK.

Here are some resources that you can refer to for some details about managing Excel reports in QuickBooks Desktop:

Get back to me if you have follow up questions. I'm always here to help.

 

BigRedConsulting
Community Champion

Desktop Pro 2020 excel reports

After your initial install many of the Excel based payroll reports will not appear on the menu.

To get them to appear, get payroll updates from the Employees menu and then restart QuickBooks.

casstaffing
Level 1

Desktop Pro 2020 excel reports

Have you received any help???

because I have not

casstaffing
Level 1

Desktop Pro 2020 excel reports

This is terrible.  I am so glad I am not the only one suffering.

This is the WORST SERVICE EVER.

 

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