Question

Employee Payroll Journal without Excel?

Forum|Forum|4 years ago
January 12, 2022
12 replies
24 views

When you Export Payroll Data to Excel you get an Employee Journal sheet. I use this heavily but have to modify it and format it. With older Quickbook versions I could "get Quickbooks data" and it would update this information. Now when I try to Update Report, it says this is a report Quickbooks cannot update. I would have to export it each week and then modify and reformat it each week.

Is there a way to get this report (Employee Journal) from within Quickbooks without exporting it to Excel? Then I could modify and save it. I am trying to avoid having to export, modify, and reformat it each week.

QuickBooks Desktop

BigRedConsulting

Level 15

It should work the same way as before. Make sure you're not using the "QuickBooks" tab in Excel as that's not designed to update the payroll reports. Instead, use the interface each payroll report creates, I think on the Add-ins tab.

S

SunburstAuthor

I have nothing under my add-ins tab. I don't know how to get to the "interface" you are referring to?

JessT

Moderator

Why am i not able to update any payroll reports in excel? Even if I do not modify the report at all, it does not update. I get a message that it may be from an older Quickbooks version (it's not) or it is not a report QB is able to update.

Hi Sunburst,

Thanks for the screenshot. Let me route you to a team that can check this further.

I recommend contacting our Support team about this issue. That way, they can check why your QuickBooks will no longer update your existing report.

Go to Help, then select QuickBooks Desktop Help.
Select Contact Us.
Enter your concern, then select Continue.
Choose a way to connect with us:
- Start messaging with a support expert.
- Get a callback from an expert (availability may be limited).

You can also check for more references about payroll on the main support page. Just select the QuickBooks Desktop Payroll product and click More topics.

If you have other questions in mind, feel free to go back to this thread.

S

SunburstAuthor

So there is no way to get an employee journal report from within Quickbooks without having to export to excel? And no way to update a payroll report in excel without additional software?

BigRedConsulting

Level 15

@Sunburst wrote:
So there is no way to get an employee journal report from within Quickbooks without having to export to excel? And no way to update a payroll report in excel without additional software?

There isn't a report like your screenshots within QuickBooks. You don't need any additional software. Just Excel.

When launching the Summarize Payroll In Excel template from the QuickBooks Reports menu or payroll center, a window should appear with options for the date range and the reports to run. After you run them, a custom "toolbar" should appear in Excel under the Add-ins tab.

S

SunburstAuthor

The add-ins tab is there the first time I create the document. After I save the document and go back to it, it is gone. I do have "add ins" checked in my ribbon bar to show.

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