Create & Run Quarterly Payroll Reports in QuickBooks

Setup & Create Quarterly Payroll Reports Intuit QuickBooks

Quickbooks software provides users with the benefit of running Payroll reports not only for an annual period but also Quarterly which tends to give the advantage of locating any error before submitting an annual payroll report to required business employees and for tax-related processes.

Before proceeding to function or running and printing the reports there are certain types of Payroll reports that are generally generated by the user.

• Quarterly Form 941/Schedule B – Employer’s Quarterly Federal Tax Return
• Employer’s Quarterly Contribution & Wage Report:
• Modified Business Tax Return
• 940 FUTA
• Child Support Fee

What do you Mean by Payroll Reports?

In a general sense, QuickBooks payroll reports are nothing but records that are Yielded by the account records or data of a business or company. This detail is somehow connected to payroll. They built it with payroll transaction data for a special period. They may consist of a single pay period, or in some cases, multiple pay periods, such as annuals.

What are Payroll Reports in QuickBooks?

There are about 13 payroll and employee reports in QuickBooks. QuickBooks allows you to run reports like the following:

Payee Payroll Transactions	List of Payroll Items	Payroll Item Detail
Summary of Payroll	Payroll Transaction Detail	Payroll Detail Inspection
Summary of Employee Earnings	Summary of Employee Earnings	Employee Contact List
Balances of Payroll Liability	History of Employee Pay Adjustments	Paid Time Off List
Employee Withholding

How To Create & Run Quarterly Payroll Reports In QuickBooks

How To Print Quarterly Payroll Reports In QB Desktop

Next to Print the Quarterly Payroll Report or Summary, especially in the case of Employee Total, follow the steps below:

• Click on the Report tab at the left.
• Look for Payroll Summary report.
• At the upper part of the window, click on the drop down arrow on the Date Range box and choose the specific Quarter you’d want to pull up or choose Custom and enter the dates.
• Choose one specific employee at a time by clicking on the drop down arrow at the Employee box.
• Once you’re done customizing, click Run Report.
• Check the report and click on the drop down arrow at the top right and choose Printer Friendly.

Steps to Edit Quarterly Payroll Report in QuickBooks Desktop

The following steps need to be followed to edit the QuickBooks quarterly payroll report:

• In QuickBooks, navigate to the Reports segment.
• Select a time or more than one time for that the report can be used.
• You can select drop-down menus for this cause.
• Now analyze whether reports are required individually for department totals and employees, or employees or department totals.
• Select a sum if you want to add it to your specific report.
• Now go to the Employees section.
• Select the employees who should be added to the report.
• Then select the Add or Remove button and tap on it.
• After that, select OK to save the previous data.
• In the Columns, section choose the details that need to be added to the QuickBooks Payroll Summary report and tap on it.
• After that, tap on the Add or Remove button once again.
• If you want to remove the current settings, choose None and tap on it.
• Then, choose OK to save.

How to Create a QuickBooks Online Payroll Report?

QuickBooks Online can create 17 types of payroll reports to track most businesses’ biggest expenses: payroll. Here are the following 17 reports that can be generated, exported, saved, and printed in QuickBooks Online:

Employee details reports	Employee contact list reports	FFCRA CARES Act reports
Multiple worksite reports	Paycheck history reports	Payroll billing summaries
Payroll deductions/contribution reports	Payroll details reports	Payroll summaries
Payroll tax liability reports	Payroll tax payment reports	Payroll tax and wage summaries
Retirement plan reports	Total pay reports	Total payroll cost reports
Vacation and sick leave reports	Workers’ compensation reports

Steps to Create QuickBooks Payroll Online Report

To run the Employee Contact List Payroll Report in QuickBooks Online, complete the following steps.

• On the QuickBooks Online dashboard, tap on Reports and choose the Employee Contact List information. When you tap on Reports, scroll down to the Payroll segment.
• Choose the report you desire to make and run. Once you’ve specified the Employee Contact List report, it’s time to get it up and running. QuickBooks Online produces information in the form of detailed reports.
• Tap on Run Report, then click Export Report. Most business owners like to export QuickBooks Online reports. The 17 reports typically found under the Payroll segment of QuickBooks Online will be exported as an XLS file, which means it’s synced with Microsoft Excel.
• Keep reports safe. It’s easy to save and print your report if you want.

Creating and running the above 17 reports in QuickBooks Online is as easy as any other task. As long as you’ve processed payroll in QuickBooks at least once, you’ll be able to create and run payroll reports.