Employee Reports

You can get most of these fields using an employee list report.

You can't get Suffix as there isn't such a field in QB, or EIN as it's not part of the employee record.

Start at Reports | List | Employee Contact List and then modify the columns to include the ones you need.

You can then export the report to Excel and add the EIN column and the Suffix column, and then populate them both as needed.

I'm looking for only the employees that worked for the year 2018 so an employee list report might not due. Those generally include all employees that ever worked for me.

Oh, I missed that.

There's no way to automatically filter the report in QuickBooks to do that.

However, in Excel you could use the hire and termination dates, if they're accurate, to sort out employees who quit before 2018 and/or were hired after 2018.

Thanks for getting back to the thread, @geeljir.

Since 2018 employees won't show in the Employee Contact List report, let's run a separate report which is the Employee Earnings Summary report. This way, we can identify those employees who were paid in the year 2018. Here's how:

1.  In the Reports menu, select Employees & Payroll. 
2. Click the  Employee Earnings Summary report.
3. Modify the year, then click Refresh.

Please see the screenshot below for your guidance.

Once done, export your Employee Contact List report to excel. Then, compare the employee lists from both reports and remove any employees who do not appear in the Employee Earnings Summary report for the year 2018.

If you need to personalize you reports, you can refer to this article: Customize reports in QuickBooks Desktop.

Feel free to click the Reply button if you need further assistance with your reports. We're always here to help. Stay safe.

Hi,

I am also trying to put together an employee Census report in Excel format that includes Name, Date of Birth, Residential Zip Code, and Gender. Is there a report that I can quickly pull this information from?

Thank you!

Thanks for joining us here in the Community, bobbyc1133.

You've come to the right place for assistance. I'd be glad to share some info about how to get the employee report you're looking for in your QuickBooks Desktop account.

I tested this out in my sample company and found success using the Employee Contact List Report. Here's how:

1. Click the Reports tab at the top of the page.

2. Hover over Employees & Payroll and choose Employee Contact List near the bottom of the panel.

3. Once the report loads, choose the Customize Report button in the top left corner.

4. Add any check marks to info you'd like to include and click to remove any existing checks for details you don't want to show on the report.

5. Click OK.

6. Select the Excel button at the top of the report.
7. Choose Create new worksheet and then Export.

The following article provides additional details about exporting reports as Excel workbooks in QuickBooks Desktop.

That will do it! With these steps you'll be able to export a report containing your employee's info. I'm only a comment or post away if you have any other questions. 

Hi MorganB. Thank you for your help!! Greatly appreciated

You're most welcome, bobbyc1133! You know where to come if you ever need a hand again in the future.

Morning MorganB!

Unfortunately, Date of Birth is not on the list I can choose in this report. Is there a way to pull Date of Birth for all employees in the system?

Thank you!

-Bob

I'll share the guidelines to help you customize the employee report and add the Date of Birth column.

I will attach screenshots for a better reference:

1. Go to Reports, hover to Employees & Payroll, and select Employee Contact List.
   
   
    
2. Click Customize Report.
3. Type the Date of Birth in the search box.
4. Click Refresh then OK.
   
   
   
   

You can visit these articles you can use in the future:

• Customize reports in QuickBooks Desktop.
• Export reports as Excel workbooks in QuickBooks Desktop.

Please do not hesitate to contact us again if you have any additional concerns regarding QuickBooks. We are always here to assist you with any questions you may have. Stay safe!