How To Generate Certified Payroll Report in QuickBooks?

by James Antonio

Certified Payroll Report is an imperative report generated under QuickBooks Payroll. To generate the report, we need to get the knowledge on what is the internal process and how it works? What are the related functions that allow us to create the report? Here we are giving you the guidance that how we can start using the reports in QuickBooks in simple steps mentioned below.

Generate Certified Payroll Report in QuickBooks

There are various projects taken up by the companies in which the funds are obtained through public. Under this the employer has to provide the worker with prevailing wages at rate decided under wages contract. To get the details for the same, employer has to prepare certified payroll report for every payroll period.

Certified Payroll Report works as the alternative to the employer. The report have all the details regarding the company, related to the project, worker’s name and social security number’s last four digit along with the job description.

The report can also give information on the number of hours entered by the worker, rate of their pay, gross wages and net pay along with subtraction of taxes and other funds mentioned in the contract.We need to print the report at the end, and then it required to get signed by the authorized person of the company to ensure authenticity of the report.

Requirements for Certified Payroll Report:

1. Assumptions:

Here we are assuming that the user has an active and updated subscription of QuickBooks software.

2. Requirements:

User needs to ensure that following requirements are met completely toextract the working Certified Payroll Report:

  • User must complete the updated version of Microsoft Excel. If they are using the testing version, they need to ascertain that trial period has not expired yet.
  • Use the QuickBooks Desktop time tracking column.

3. System Requirements

  • You have to create the template according to your requirement, you can take help from several resources available on web.
  • Download and use the extracted file
  • Then have a look on the illustrative file

Also, there is another option available for you:

  • You need to use the software that is fully compatible with it and give you the Certified Payroll records in the required format.

Create QuickBooks Certified Payroll Report:

We need to enter the time by working hours job time for each worker using the payroll items that employer uses to pay his workers. That would be better if they can enter time and then pay the workers using that time so that the time records and hours are paid together.

User can use the same report which was prepared earlier however, they will have to update their daily hours directly on the report. In case of any doubt please refer to the QuickBooks Payroll Job Report.

Below are a few steps mentionedto create the Certified Payroll Report inQuickBooks:

You need to gather all the information and consider it while working on the Certified Payroll Report in QuickBooks:

  • It is required to generate Timesheets once in a week for prompt record of wages.
  • Timesheets must have to match with the classes mentioned on the paychecks.
  • Also make sure that you have created a payroll once in a week and have included their validated payroll job on their paychecks. This occurs when time tracking starts automatically.
  • User’s paychecks employee earnings will categorize after the name of their work.

Let’s take an example, user use hourly items with names like Plumber, Electrician, or Labor for their work classification codes.

  • If any labor/worker worked overtime, then the user has to pay the employees with the actual Overtime Earnings field, not just a regular item named overtime. One has to look into the report to evidence if they are using a special overtime item by editing the item from their Payroll Items list and look into the particular Overtime slide. If it does not appear, the transaction is not an overtime transaction.

To generate the certified Payroll Report with help of QuickBooks we need to follow the below- mentioned steps: Total Time required to generate the report is twelve minutes approx:

Step 1: Go the Menu “Report“.

Step 2: Select the option Employees and Payroll Report.

Step 3: Click on More Payroll Reports in Excel.

Step 4: Click on New! Certified Payroll Report.

Step 5: Enable Macros, if required excel base report.

Step 6: Click on the continue tab to fill the Pay Date.

Step 7: Click on Next.

Employer Information

Step 8: Enter the Employer Information.

Step 9: Enter the relevant information on the screen of Project Information such as Project Name and Last Date of Work.

Project Information

Step 10: Feed the required information on the next appeared screen.

Other Questions & Options

Step 11: Select the option Create Report.

The above information regarding the Certified Payroll Report helps you to successfully generate the report. However, if in case of any issues, user can call the experts helpline number of the supporting team who are proficient in tackling all sorts of QuickBooks payroll issues.


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What is the Frequency to Submit the Certified Payroll Records?

Payroll records can be submitted on the monthly basis after the ending of the payroll period. It can be more frequently like once in a week.

Who Has To Submit The Certified Payroll Records?

All the contractors and the sub-contractors who are working on the projects which are the public ones must have to submit the certified payroll records. Contractors need to submit the records to the concerned Labor Commissioner.

Is it necessary to Review the Payroll Record Prior to Submission?

Yes, it is a most important thing that you should review the record by using the navigation tools that helps you to catch if there is any issue, you can also edit the record if there is any issue arise in the findings. Once you sign it without review and any issue will arise you won’t be able to make the necessary changes.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Accountant Pro

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Pricing includes coverage for users
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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Pricing includes coverage for users
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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


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XLS, XLXS, etc., are supported file formats by Dancing Numbers.


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Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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