State SUI xls Error

Hi @jgrooms5,

I'll share some steps you can take to resolve these issues you have with your QuickBooks Desktop (QBDT) Payroll. 

For any missing information on the SUI, I suggest you ensure you update your QBDT to the latest version. The same goes for your payroll tax table version. You can proceed to generate the Excel file again at this point. 

If the issue persists, see this article: Fix incorrect state unemployment (SUI) or withholding (SIT). 

As for the SOC codes, follow the steps below:

1. Go to the Employees menu.
2. Select Payroll Setup.
3. Choose Employee Setup, then Employee List.
4. Pick an employee from the Review our Employee list window, then tap Edit.
5. Hit Next, until you see the Setup occupational information window.
6. Enter the appropriate Occupational code.
7. When done, press Finish.

Drop a comment below if you have other questions about QBDT. I'll be sure to answer them for you. 

Thanks for all of the info. I was able to determine that the output I am receiving on the SUI report is in detail format (ie. multiple lines for each employee). Is there a setting to collapse this detail to a 1-line summary?

FYI, both QBDT & payroll tax table are on the most current versions.

Thanks,

Jason

Hello there, @jgrooms5.

Currently, the option to customize this specific report is unavailable. Although, you can run Payroll Summary or export the report to Excel and modify it from there.

Here's how to get the Payroll Summary report:

1. Go to the Reports menu, then Employees and Payroll.
2. Select Payroll Summary.
3. Adjust the date range appropriately. 

I've added an article to know more about modifying reports in QuickBooks Desktop: Customize payroll and employee reports.

You may consider checking this reference page to help you with your year-end tasks: QuickBooks Desktop Year End Prep and Resources.

I'll be here if you have other questions or concerns. Let me know in the comment section below. Take care.

Yes there is a way to create the report.  At this point our state just added the requirement of SOC codes and I am not game for opening the laborious payroll set up after each employee is input when new.  There must be another way.  

You can upload the instructions I have attached and used/modify them for your state.  I have to do this for our Paid Family Medical Leave reporting, and once it is modified, I add in the 2 columns that don't show up to make it work.This starts at the Employee Center and the use the drop down menu across the top of it that says Excel.  The instructions will pick up after that.

In our state we have to upload as a .csv file, but once it is in excel and modified, you can choose what to save it as.

Good Luck!

@CyndynRE: At this point our state just added the requirement of SOC codes and I am not game for opening the laborious payroll set up after each employee is input when new. There must be another way.

There isn't. Intuit started down this somewhat evil path some time ago, as a way to add data to employees without having to update the employee form in QuickBooks. I think it's a terrible idea if for no other reason that the Payroll Setup feature crashes a lot in my experience, even when the rest of QB is working fine.