Reporting on Multiple Payroll Periods

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With QuickBooks Online Payroll, you can create a packet of different payroll reports in an Excel file, with each report in a different spreadsheet tab. You can also consolidate multiple pay periods into those reports for up to six (6) months. 

Whether you want a variety of reports for a single pay period, the entire month, the current quarter, the last quarter, or a full 6-months worth of pay periods, the ability to produce these client-ready payroll reports allows you to easily update your clients on their payroll history.

While you could previously create a packet of different payroll reports for your clients, until recently, you were limited to the most current payroll period. Now, you can create a package of several payroll reports using a date range that includes up to six months of payroll periods.

Easy to Run Multi-period ‘Packaged’ Payroll Reports

  • In QuickBooks Online, select Reports from the left-hand navigation bar.
  • Scroll within Reports to Payroll reports.
  • Look for the ‘New’ tag to help you find the new Consolidated Payroll Reports.
  • When the report window opens, choose the Start and End Dates for your reports. (Note: You can incorporate one or as many payroll periods that fall between the two dates; however, the number of months can’t exceed six (6).)
  • Select as many Employer Reports as you wish to include in your payroll report package.
  • Choose as many Employee Reports as you wish to include in your payroll report package.
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Source: Adapted from QuickBooks Online and Intuit QuickBooks media source content.

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Source: Adapted from QuickBooks Online and Intuit QuickBooks media source content.

  • Once you have selected the Dates and Reports for your package, click the Export to Excel button.
  • QuickBooks opens an Excel spreadsheet, and your reports appear in separate tabs.

Now, you can review, comment, save, or send the Excel spreadsheet reporting package to your client(s).

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Footnotes and Disclosures:

Feature content was adapted from Intuit media source content and QuickBooks Online 'In-product Help'. Graphic content adapted in part from Intuit media source content. Content created or otherwise adapted by Insightful Accountant is furnished for educational purposes only.

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