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Level 2

Transaction report doesn't show SIMPLE IRA expenses

I use transaction reports to request reimbursement for grant-funded project expenses. However, the report does not show SIMPLE IRA company contributions. I've attached a screen shot to show the payroll items that do show up. SIMPLE IRA is also not showing upon Payroll Transaction Reports. How can I get the SIMPLE IRA on this report? 

6 Comments 6

Transaction report doesn't show SIMPLE IRA expenses

I want to ensure you can examine your Simple IRA deduction in QuickBooks, @LizB. You're in the right place for solutions. 


I have troubleshooting steps to follow to appear the Simple IRA deduction in reports in QuickBooks Desktop. 


Let's fix this issue by customizing the report. Ensure that you selected a correct report period and the deduction is filtered correctly. To check this, follow the steps below: 


  1. Go to List menu and choose Payroll Item List.
  2. Click Report drop-down.
  3. Pick Reports on All Payroll Items, then Payroll Transaction Detail. Or you can re-open the Template Transaction report. 
  4. Click the Customize Report tab and verify the Date in the field. 
  5. Select the Filter tab and type the payroll item in the search box. 
  6. Pick All payroll items or Multiple payroll items
  7. Hit OK

Payroll Transaction Detail in qbdt.PNG


If the issue persists, I'd recommend running the Employee Earnings Summary report. It'll show all the deductions and other necessary information you want from the employee paychecks. 


Proceed as follows: 

  1. Go to the Report menu on the upper right side. 
  2. Choose Employees & Payroll and click Employee Earnings Summary.
  3. Follow steps to outlined above to customize the data. 

Employee Earning summary in qbdt.PNG


For more information, check out this link: Customize reports in QuickBooks Desktop.


Did you know that you can memorize reports and email them to other users in QuickBooks? For more knowledge about this feature, check out this article: Create, access and modify memorized reports.


To learn about the various reports available in your QuickBooks subscription and export them to Excel, discover this article: Understand reports.


Keep on posting if you need anything else. I'm happy to assist you again. Keep safe, LizB.

Level 2

Transaction report doesn't show SIMPLE IRA expenses

I ensured that the transaction report filters were set as you suggested and it did not help. I am able to see the SIMPLE IRA on the employee earnings summary but that does not solve my problem because the earnings summary can't be filtered by job (which in my case is a grant). I need to provide a report to the grantor with all expenses charged to a specific grant in order to be reimbursed. I checked my payroll item list and SIMPLE IRA company contribution "type" is listed as a Company Contribution while the others are have types like hourly wage, etc. Is it possible the report is not pulling in that type? And how can it be fixed?

Level 2

Transaction report doesn't show SIMPLE IRA expenses

I also just realized that your answer was focused on Payroll transaction reports. I am using the more general Transaction Detail report as the base because I need to report all transactions including payroll by Job. 


Transaction report doesn't show SIMPLE IRA expenses

Appreciate the update, @LizB. I'll help generate your report.


Let's run the QuickBooks utility to determine why the company contribution is not showing on your payroll transaction report. I'll show you how.

A. To Rebuild Data


  1. Go to File.
  2. Click Utilities.
  3. Select Rebuild Data.
  4. Click OK.


B. To Verify Data


  1. Go to File.
  2. Click Utilities.
  3. Select Verify Data.
  4. Click OK.


Here's a link you can read to learn more about the troubleshooting steps: How to Fix Possible Data Damage on your Company File in QuickBooks Desktop?


However, we may need to continue our troubleshooting steps to fix your employee's payroll if the tool above didn't perform any changes. Use this link for reference: Run Quick Fix my Program from the QuickBooks Tools Hub.


I'm adding this reference for tips and guides to utilize in preparation for the coming year-end: Complete Certain Tasks in QuickBooks to Prepare for the New Fiscal or Calendar Year.


Don't hesitate to post a comment below if you have other questions about payroll reports and transactions in QuickBooks. I'm always around, ready to help. Take care and stay safe!

Level 2

Transaction report doesn't show SIMPLE IRA expenses

Please take more time reading before replying. I need the SIMPLE IRA expenses to show up on a TRANSACTION DETAIL REPORT, not a payroll report. I need a Transaction Detail Report that shows all expenses BY JOB. All the payroll expenses other than SIMPLE is on that report and I need to figure out why the SIMPLE is not.

QuickBooks Team

Transaction report doesn't show SIMPLE IRA expenses

I appreciate your time in getting back here, LizB.


I'd like to give steps to help you fix the report.


When some transactions are not showing up or you get an unusual behavior on a report, it might be a possible data damage. Let's perform the Verify and Rebuild Data. This tool helps identify any minor issues within your company file and automatically fixes them.


To Rebuild Data, here's how:


  1. Go to Window > Close All.
  2. Verify Data. Choose File then Utilities. Select Verify Data. If you see:
    • "QuickBooks detected no problems with your data," no further action is needed.
    • A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions.
    • "Your data has lost integrity," indicates there is data damage in the file.  Continue to the steps below to Rebuild Data to correct the problem.

    Note: Assisted Payroll customers should consult an Assisted Payroll agent before running Rebuild Data.

To Rebuild Data, you can follow these steps: 


  1. Go to File Utilities > Rebuild Data.
  2. You will receive a warning message to backup your company file, click OK. A rebuild requires a company file backup beforehand because in rare cases the process may need to delete transactions or list entries to fix the file.  A backup of your company file will ensure you have a secured copy of your company file before any changes are made to it.
  3. Select where you want to save your backup, then select OK at the bottom of the QuickBooks Desktop Backup window.
    1. If the backup fails, select Cancel at the Rebuild prompt and contact Payroll Support for additional assistance.
    2. If a message asks if you want to replace another backup file, select NO. Enter a new name in the File name field and click Save
  4. The Rebuild Data utility starts as soon as the backup is finished.
  5. Click OK when you get the message "Rebuild has completed".

After the steps, please run the Transaction Detail report and check to see if the transactions for Simple IRA are showing up. Otherwise, you can follow the other solutions shared in this article: Fix data damage on your QuickBooks Desktop company file


To learn more about the reports and how you can customize them in QuickBooks Desktop:


Please feel free to leave a reply on this thread if you have more questions about reporting or need help with other features. Take care and stay safe.

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