Creating and running QuickBooks Online payroll reports is simple and easy. The software is capable of generating 17 different types of payroll reports and allows you to customize the type of report you want to run. That flexible reporting is part of the reason we chose QuickBooks Online as the best payroll software for small businesses.
If you’re a small business owner or accountant, you may want to generate payroll reports for the following reasons:
A payroll report is a document of payroll information data that is created using your company’s details and records. Many payroll reports are confined to a specific time period, such as the first pay period of the month, quarterly pay or total pay for the entire accounting year.
Sometimes these reports contain too much information, so you or your accountant may want to customize or limit the information reported. QuickBooks Online gives you this capability, by allowing you to generate reports with only the data you want to be reported.
The following 17 reports can be generated, exported, saved and printed in QuickBooks Online:
Many of these reports can be customized to fit your data reporting.
Creating and running the above 17 reports in QuickBooks Online is just as easy as many other functions. As long as you have processed payroll in QuickBooks at least once, you’ll be able to create and run payroll reports. Below, we’ll break down the step-by-step process of accessing and running the employee contact list report.
To run the employee contact list payroll report in QuickBooks Online, complete the following steps.
You will see any reports QuickBooks Online can generate for your business. For example, if your business does not have multiple worksites, you will not see the multiple worksites report. QuickBooks Online screens and automates information for your business, so it does not give you any unnecessary reports.
If you have run payroll in the past, all payroll-type reports should be populated here, as well as employee-type reports.
If you have created custom reports in the past, you will be able to access them next to the standard reports. If there is a report you plan to run often, you can favorite the report by clicking the star to the right of the listed report.
Select Employee Contact List in this section to continue.
Below is what your employee contact list will filter to show. The employee name, phone number, email and address will populate on the report below.
You can modify the above report as you add more employee information to QuickBooks Online. When you entered in your employee initially, you likely included some of the following information:
To modify your report, click on the Settings tool and check the features you want included when you run the employee contact list report. Once you select your desired features, click Save Customization.
Here are some of your options to filter your reporting:
Nearly every payroll report you run will ask you to filter the date range. You can use calendar dates, months, quarters, years or specific payroll schedules. For the employee contact list report, you can filter by the date the employee was created in QBO, date of hire, date of last modification and so on.
These are some other filters to limit the data in your specific report.
Below shows the employee contact list exported into Microsoft Excel. From there, you can format and organize your report.
QuickBooks Online allows you to generate many standard and custom payroll reports. The ability to trim down total payroll data reported and consolidate it in a way that makes sense to your business is one more reason why QuickBooks is the preferred accounting software for small business owners and accountants.