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Tam Le
Level 1

WA Paid Family Med Leave

how do I customize report for Family Medical Leave including employees' birthdates as required by WA State?

1 Comment 1
AlcaeusF
Moderator

WA Paid Family Med Leave

Hello Tam Le,

 

Thank you for posting here in the Community. I'm here to help you customize a report for your Washington Paid Family and Medical Leave data in QuickBooks Desktop.

 

You can run a payroll report to extract the data you need for Washington Paid Family and Medical Leave. I recommend customizing the Payroll Summary report depending on the required data from your state.

 

Here's how:

 

  1. Click the Reports tab at the top menu bar.
  2. Hover your cursor to Employees & Payroll.
  3. Select Payroll Summary.
  4. Press Customize Report.
  5. Modify your report depending on the data you need.
  6. Set the date range.
  7. Hit OK.

 

However, for the employee birthdates, you'll need a separate report. You can run the Employee Contact List report and add a column for the Date of Birth (see screenshot below).

 

 

You have the option to export your reports to Excel from QuickBooks. This way, you can manually merge data into a single report file.

 

Additionally, we offer a selection of payroll and employee reports to help you manage payroll and keep track of employee expenses. For additional guidance on how to acquire payroll item data and other payroll data, check out this link: Customize payroll and employee reports.

 

Comment below if you have additional questions about customizing payroll reports or pulling up data in QuickBooks. I'm always here to help. Take care always.

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