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QuickBooks Team

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Hey there, vedwards.

 

Good to see you here in the thread. I'm here to get you pointed in the right direction for finding your paycheck and timesheet information.

 

If you need to view your time sheet, then I would recommend that you use a different report instead. Since, the Summarized Payroll Data in Excel will show you the total number of hours, instead of the timesheet.

 

That said, you can pull up the Payroll Detail Review report for the paycheck information. Meanwhile, you can pull up the Time by Name report for the timesheet. The steps below will guide you on how to pull them up:

 

Payroll Data Review

  1. From the reports menu, select Employees & Payroll, then Payroll Detail Review.
  2. Change the From and To dates as necessary.
  3. Click Refresh.

Time by Name

  1. From the reports menu, select Jobs, Time & Mileage, then Time by Name.
  2. Change the From and To dates as necessary.
  3. Click Refresh.

That should get you going in the right direction. Please don't hesitate to reach out to me again if you're referring to something else, I want to make sure you're taken care of. Have a great day!

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Level 1

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What's the latest?  Is this thing fixed yet?

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Moderator

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Hello there, Audit911.

 

For now, you can rollback your Excel to the older version to ensure you'll not encounter any error for the payroll data. Due to some updates, the compatibility of Excel 2019 or Office 365 occurs some problem.

 

I've sent my feedback as well regarding this concern to our internal product enhancement. I also recommend sending your suggestion through these steps:

 

  1. Click the Help tab at the top menu bar.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.

Please remember I'm always available here whenever you have additional questions or concerns related to the payroll data. The Community is always available to lend a hand.

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Level 1

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Working on very same problem with a client.  I'll just subscribe to thread until more progress is made.  Hopefully Office 365 can resolve what it broke in Nov. 2018 with opening up this QB Excel file.  

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Moderator

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Thank you for reaching out to the Community, @dustymactx.

 

I can definitely see how this feature would be useful. Rest assured, our Product Development Team is aware of this and are still working on the resolution to fix the problem. 

 

Also, I want to ensure you're updated with this issue. Aside from checking the updates in this thread, I would recommend contacting our QuickBooks Care specialists. They can add you to the affected users' list to get live email updates as soon as they become available.

 

Here's how you can reach them: 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. At the top right, select your product.
  3. Select your QuickBooks version.
  4. Select a topic.
  5. Click on the Get Phone Number button.

That should point in the right direction today. Thank you for your patience.  If there's anything else that I can help you with QuickBooks, please let me know. I'll be happy to help out. Wishing you and your business success. 

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Level 1

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I also use Office 365....so that's the problem? This is not ok....I have payroll reports to get out!

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QuickBooks Team

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Thanks for letting me know, @StephC1.

 

Allow me to step in and help provide some update about using Summarize Payroll Data in Excel issue in QuickBooks.

 

I understand it can get frustrating to have your issues at repeated occurrences. I've checked the investigation status about this issue, and it still in progress. Rest assured that our engineers are investigating and working on an immediate fix.

 

While we're continuing to work on resolving this issue, as a workaround, let's run the payroll report from previous quarters. Then, when asked to update select Yes, and it is able to pull all the data correctly.

 

If that does not work, let's process troubleshooting steps which to clean install of QuickBooks and Excel for possible fixes. To do this, you can follow the detailed steps in these articles:

I also encourage you to get in touch with our Customer Support Team to add your account to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email. 

 

Here's how you can contact our customer support:

  1. Select QuickBooks Desktop Help from the Help menu.
  2. You can also press F1 on your keyboard to bring up the same Help Panel
  3. In order to route you to the correct support expert, we need to know what type of question you have.
  4. Click Continue.
  5. We’ll provide you a few options. You choose which one is best for you.

I appreciate your patience as we work through this. If you have other questions about exporting reports, please let me know. I'll be around to help you out. 

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Level 2

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So it is now APRIL 2019 and QB has had time to come up with a solution.

 

IF there is one please email it to [email address removed] asap.

 

I've been seeing error messages a few months but just now need this payroll summary for my state UI quarterly payments for our three branch offices.

 

ADVISE ASAP.  Have tried every fix mentioned here.  This is very very inconvenient.  

 

To the other user who mentioned SAGE, how is their software?  Do they charge half a grand just to update subscriptions each year?

 

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Moderator

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Thanks for joining this conversation, Pam TEC.

 

We would like to get to the bottom of this as much as you do.

 

First, I want to thank you for trying the recommended troubleshooting. Knowing so will help us isolate the problem.

 

We're still on the process of looking for the permanent resolution for this. I’m not privy as to when we can resolve it, but I can tell you that there are a lot of eyes on this one. We should see a fix soon.​

 

To make sure we can send you an email notification about the investigation, I suggest reaching out to our QuickBooks Desktop Payroll Team. Please follow the steps shared by my colleague above.

 

Our Community Contributors and Established Community Backers might also be able to share their best practices and experience for using Sage.

 

That information should get you on the right track. It's my priority that this is resolved for you, so please let me know how it goes. I'll be keeping an eye out for your response. Have a good one.

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Level 2

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Thanks for your quick response.

 

If found a work around for obtaining my UI quarterly tax numbers.

 

Under Payroll Tax Forms, Tax Form Worksheets In Excel 

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Level 1

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We are having the same problem.  We are using QB Enterprise and our information is on the cloud with Right Networks.  We also had to get a Microsoft 365 license through Right Networks in order to allow us to summarize the payroll data in excel.  As such, we CANNOT go back to a former version of Microsoft 365, nor can we re-download Quickbooks.  We are paying over $16,000 a year on QB licenses, Right Networks & another 2 licenses for Microsoft 365 through Right Networks (since all of our computers already had Microsoft Office)  We had to purchase 2 additional Microsoft 365 licenses through Right Networks JUST TO ALLOW US TO SUMMARIZE THE PAYROLL DATA IN EXCEL....AND NOW THAT DOESN'T WORK CORRECTLY.  In addition, I spent over 2 hours with QB support this morning regarding a TOTALLY DIFFERENT PROBLEM with payroll.  To say I am frustrated is an understatement.  

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QuickBooks Team

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Hi @llm608,

 

I know this can be quite frustrating but rest assured, this will be fixed in no time. I want to personally let you know that we strive hard to always get you back to business efficiently.

 

Our engineers are still investigating this ongoing issue about user unable to summarize their payroll data in excel. We are yet to hear from them on July 9, 2019 for the possible fix.

 

In the meantime, you can follow the workaround provided by my colleague above.

 

Also, if you haven’t been added to the list of affected users of this investigation. You can follow the steps below in contacting them:

  1. Log in to your QuickBooks account.
  2. Press F1 on your keyboard.
  3. Enter a topic.
  4. Click on Contact Us.

Once you’re on the list, you’ll be receiving email updates about its progress.

 

We appreciate your patience with us as we resolve this. Please let me know if you have any other questions or concerns.

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Anonymous
Not applicable

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I just spent an hour +- with my IT specialist following the exact steps that are supposed to correct this problem.  Sad that after a year of trying and waiting to correct this error, it is still not fixed!! 

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QuickBooks Team

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I hear you @Anonymous,

 

I know how this feature would be useful for your business. Rest assured our engineering team is working hard to investigate and fix the issue.

 

Currently, there's an ongoing investigation about being unable to run the Summarize Payroll Data in Excel. 

 

In the meantime, I'd suggest contacting our QuickBooks Support team. This way, they can list your details as one of the affected users and you’ll be able to get notifications once there's an update.

 

Here's how you can reach our Desktop Specialist:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Start a message button to connect to our chat support.

 

If you need some references in the future, you can also check out our site: Help articles for QuickBooks Desktop.

 

You may check this resource page for future reference in case you want to learn more about exporting reports from QuickBooks Desktop to Excel.

 

Thanks for your patience and understanding. If you need further assistance with the workaround, just let me know. I'm here whenever you need more help.​

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Level 1

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I, too, am having this problem. It' so ridiculous and time consuming for us to do it manually (unemployment calculations), because QuickBooks export doesn't work. This is across 65 client files.

 

I have tried everything and nothing is working for me. Others mentioned that they have Excel 2019 or Office 365, but I am using the Microsoft Officer Professional Plus 2016 and it still does not work.

 

All I can say is, "WTH, Intuit?" Xero may be in my future, because Intuit customer service has gone down hill approximately a year ago. Thanks for outsourcing your customer service overseas (Sarcastically).

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Moderator

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Hey there, @EmKh.

 

I understand how the exporting feature to Excel is beneficial to you and your business. Please know that our engineers are all hands on deck to get the option working again.

 

To make sure you’re in the loop about the resolution status, sign up to the investigation list. Since providing personal details in this forum is prohibited for security reasons, I recommend contacting our Payroll Support Team.

 

One of them will be taking over and add the account in a safe environment. The data collected provides essential information our engineers can use to roll out the permanent solution.


Here’s how to get in touch with them:

  1. Open QuickBooks Desktop.
  2. Click the Help tab at the top menu bar and select QuickBooks Desktop Help.
  3. Press Contact Us.

Stay in touch whenever you have questions or concerns while working in QuickBooks Desktop. I’ll be right here to assist further. Have a good one.

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Level 8

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A couple of months ago, after waiting for a year while Intuit hasn't fixed this, I decided to look at it.

 

It was easy enough to fix and took a couple of hours, including testing the fixes and then creating a page for downloading.

 

The fixed version is almost the same as the original, though a couple of the reports had to be rebuilt. They don't look quite the same, but show the same results.

 

Download a free fixed version of the workbook template from our site here: Summarize Payroll Data In Excel « Big Red Consulting 

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Level 1

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Any resolution? Going to Help in Quickbooks doesn't allow us to contact anyone, that goes away right away...

 

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QuickBooks Team

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Hi there, @kiwi2const

 

I know how important it's to your business that everything is on track. 

 

You can contact our support thru this link provided below and continue as a guest. 

 

https://help.quickbooks.intuit.com/en_US/contact 

 

I've also added screenshots for you. 

 

 

 

 

 

 

 

 

 

 

 

Please come back to the Community if you have other questions in QuickBooks. Have a great day!

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