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How to Run Quarterly Payroll Reports in QuickBooks

The accounting software QuickBooks provides its users with the advantage of running Payroll reports. The best part is it allows […]

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The accounting software QuickBooks provides its users with the advantage of running Payroll reports. The best part is it allows the users to run the report, not just annually but also on a quarterly basis. As a result, this gives the user the benefit of finding and figuring out any kind of problem before submitting the annual payroll report to the concerning business employees and other tax concerning operations. Know How to Run Quarterly Payroll Reports in QuickBooks.

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What do You Mean by Payroll Reports?

In the general sense, payroll reports are nothing but documents that are generated by a business or company account records or data. This information is somehow related to the payroll. They are designed with the payroll transaction data for a particular time period. They can include a single pay period, or in some cases, multiple pay periods like yearly.

What is the Payroll Reports in QuickBooks?

QuickBooks has around 13 payroll and employee reports. QuickBooks allows you to run the below-mentioned reports, like:

Payroll Item DetailPayroll Detail Inspection
Payee Payroll TransactionsPayroll Transaction Detail
List of Payroll ItemsSummary of Employee Earnings
Employee Contact ListSummary of Employee Earnings
Balances of Payroll LiabilityHistory of Employee Pay Adjustments
Paid Time Off ListEmployee Withholding
Summary of Payroll

Why Payroll Reports are so Important for Business Owners?

There are many reasons why your business must run payroll reports on a frequent basis. You can derive the following key benefits:

  • Proper tax filing
  • Loan remission
  • Cost monitoring

Note: Prior to moving forward to running and printing the reports, there are a few other types of Payroll reports, which are usually issued by the user.

Steps to Run Quarterly Payroll Reports in QuickBooks

Here is how you run Quarterly payroll reports in your QuickBooks accounting software:

Step 1: In the main menu bar in your QuickBooks account, choose the Reports tab seen on the left side and click it.

Step 2: Now shift to the tab that says All Reports.

Step 3: Choose the Payroll category from the given report options.

Step 4: Choose the specific name in order to open the Quarterly Payroll Report for that particular customer or item.

Step 5: Choose the needed date from the particular date box situated on the left side of the window.

Step 6: Select the Run Report button and press it to refresh.

In some business scenarios, users are often required to print the quarterly payroll reports in QuickBooks. They require it for taking some business decisions that are quite vital.

Steps to Print Quarterly Payroll Reports in QuickBooks Accounting Software

In order to print the Quarterly Payroll report or the summary, most importantly during the Employee Total, kindly follow the crucial steps mentioned below:

Step 1: On the left side there is the Report tab. Select it and press it.

Step 2: Search for the Payroll Summary report.

Step 3: On the upper side of the window, select the drop-down arrow seen on the Date Range box and press it. Select the particular Quarter you desire or select Custom and add the dates.

Step 4: Select one particular employee at one time by choosing the drop-down arrow seen at the Employee box.

Step 5: Once the customizing is complete, press Run Report.

Step 6: Review the report, select the drop-down arrow on the top-right corner and click it. Select Printer Friendly.

Some businesses users need to edit the payroll report in QuickBooks because they want to add some changes or rectify some errors. In such a scenario, users show be aware of how to edit the payroll report in QuickBooks.

Steps to Edit the Payroll Report in QuickBooks Accounting Software

Step 1: In your QuickBooks account, navigate to the Reports section.

Step 2: Choose a time period or more than one time period for which the report may be used. You can choose the drop-down menu for this reason.

Step 3: Now analyze if the report is needed for Department Totals and Employees, or Employees or Department Totals individually.

Step 4: Choose Aggregates if you wish to add it to your particular report.

Step 5: Now navigate to the Employee segment.

Step 6: Choose the employees who should be added in the report.

Step 7: Now, select the Add or Remove button and click it.

Step 8: Now, choose OK in order to save the prior information.

Step 9: Choose the details which must be added in the QuickBooks Payroll summary report that is in the Column section and click it.

Step 10: Now click the Add or the Remove button once more.

Step 11: If you wish to delete the present settings, select None and click it.

Step 12: Now, select OK to save. Click it.

Note: It is mandatory for the users to follow the steps in the given order above. Skipping any step will lead to errors in the process.

In today’s content, we have talked about how to run the payroll reports in QuickBooks in detail. We have also talked about how to edit the quarterly payroll reports in QuickBooks and how to print them. As a business owner, you must be aware of the essence and importance of running reports in QuickBooks.

Now, when you are aware of how to run the payroll reports in QuickBooks, you can easily use them to analyze the payroll history along with the employee work patterns in a bid to run your business seamlessly.

If you are a starter and think you cannot run these steps on your own and need professional help in running quarterly payroll reports in QuickBooks, contact us.

We have a talent pool of experts who are always ready for you. Just connect with LIVE CHAT and we will fix your payroll report issue or requirement in a moment.

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

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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.

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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.

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