How To Get QuickBooks Payroll Report By Pay Period? Explained

If you want to run QuickBooks payroll report by payroll period, then this post is for you. Payroll reports in QuickBooks play a crucial role in managing your employee’s financial data. These reports include information about your employees and payroll expenses. Various other important aspects of employee payroll are managed by QuickBooks payroll reports such as employee earnings, a list of the current employees, paid time-off balances and various others. Read this post until the end to know more about the QuickBooks payroll report by pay period.

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What is a Payroll Summary Report in QuickBooks application?

The QuickBooks payroll report analyzes your financial data based on the payments made to the employees. It covers some important aspects of your business payroll such as employee earnings, list of the current employees and the summary report by pay period. If you run a report for the date range of the pay period, it will show a check date in that date range/pay period. You can generate a QuickBooks Payroll report for any particular period or for a period range.

What Does QuickBooks Payroll Summary By Pay Period Include?

Before you learn how to run QuickBooks payroll report by pay period, check the below-given list to understand what items does it include:

Employees vacation and sick time
List of the current employee, taxes, wages, and adjustments
Contributions and taxes
Net employee pay

How To Create QuickBooks Payroll Summary Report By Pay Period?

To create a QuickBooks payroll report by pay period, you need to follow the below-given steps:

First of all, you have to select Reports to start the procedure.
Next, you need to click Employees & Payroll.
After that, you need to choose the Payroll Summary option.
Now select a date range for the QuickBooks Payroll Summary. You can either select a date range from the “Dates” drop-down menu or enter a date range in the “From” and “To” fields.
Select Refresh and move to the next step.
If you want to remove the Hours and/or Rate columns, select customize reports.
Make sure that the Hours and Rates boxes are not check-marked in the Display tab.
From under the Filters tab, add the pay periods.
To print the Payroll Summary, select Print and then further select Report.

How To Export A Payroll Summary Report To Excel?

Now that you know how to create a QuickBooks payroll report by pay period; follow the below-given steps to export a payroll summary report to excel. Follow the below-given steps:

In the report, click on the Excel drop-down menu.
Next, you need to select Update Existing Worksheet, or Create New Worksheet.
Use the Browse button to choose the workbook if you select Update Existing Worksheet.
After that, select the Advanced button, and it will open the Advanced Excel Options window.
Uncheck the box for “Space between columns.”
Click OK, and in the end, select Export to get the job done.

Steps to Modify Pay Schedules in QuickBooks Payroll

If you’re using QuickBooks Premium Payroll you are not allowed to edit the pay schedules from the Payroll Settings. For this, edit the same from Workers menu directly:

Click on the Workers
Choose Employees.
Select the Employee name and click on Edit (Pencil) icon.
Next, click on the Edit icon in the How often do you pay (employee)?
Fill up the correct pay period ending frequency.
Change the name of the pay schedule.
Select the Use this schedule for employees you add after (employee) checkbox.
Select an option if you’re creating a new pay schedule or updating schedule pay for the listed employee.
Click Continue and then Done.

Contact Experts If You Need More Help!

Hopefully, our post on QuickBooks payroll report based on pay period has helped you in the hour of the need. However, if you need to connect with our qualified QB experts to get further assistance, give us a call on our helpline number 1.800.579.9430. On connecting, you will be guided with our expert team on how to run QuickBooks payroll report by pay period in a hassle-free manner.