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    Create a payroll summary report

    Article ID: 1000666

    Overview

    Follow the steps below to create a Payroll Summary Report in QuickBooks.

    What is included in a Payroll Summary report:

    • Employee wages, taxes, and adjustments
    • Employee sick and vacation time
    • Net Pay
    • Employer taxes and contributions

    The dates in this report will pull by paycheck dates only, not pay period dates.

    Details

    To create a payroll summary report:

    From the QuickBooks menus at the top, click Reports > Employees & Payroll Payroll Summary.

    Set a date range.

    • From the Dates drop-down list, select a date range, or
    • In the From and To fields, enter a date range.

    Click Refresh or anywhere on the report.

    If you want to, remove the Hours and/or Rate columns.

    1. Click Customize (or Modify) Report.


    2. In the Display window, click to clear the Hours and/or Rate checkboxes, and then click OK.

    You can also add pay periods under the Filters tab.

    QuickBooks 2013 and higher: To print the Payroll Summary, click Print > Report.
    QuickBooks 2012: Click Print.

    QuickBooks 2013 or later:


    QuickBooks 2012:

    If you want to, change the printer settings, and click Print.

    To run a report for a specific employee in QuickBooks:

    1. From the home page, click Employee Center.
    2. On the left side, select the employee you want to run the report for.
    3. In the upper right corner, select the report you would like to run:
      • QuickReport
      • Payroll Summary
      • Paid Time Off
      • Payroll Transaction Detail
    4. Enter the dates you need.
    5. Change printer settings, if necessary, then click Print.

    To export a payroll summary report to Excel in QuickBooks:

    1. In the report, click the Excel dropdown arrow.
    2. Select Create New Worksheet or Update Existing Worksheet.
    3. If you select Update Existing Worksheet, click the Browse button to choose the workbook.
    4. Click the Advanced button. The Advanced Excel Options window opens.
    5. Clear the Space between columns checkbox.
    6. Click OK.
    7. Click Export.

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