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August 24, 2023
Question

How do I run a report on active employees during a specified time period?

  • August 24, 2023
  • 2 replies
  • 20 views
No text available

2 replies

BigRedConsulting
Level 15
August 24, 2023

You can't.  QuickBooks won't go back and figure out the employees that were active at a point in the past.

Level 8
August 24, 2023

I understand how important this functionality could be for your needs, tylerjolly.

 

As mentioned above, QuickBooks Online currently doesn't offer a direct built-in report to show active employees during a past period. As a workaround, you'll want to consider pulling up the Payroll Detail and Paycheck History. They  provide information about the paychecks issued to workers and can help you infer their activity based on the pay dates.

 

The Employee Details report also provides insights into an employee's timeline with your company, including hire and termination dates. Using this, we can accurately determine when they joined your team or concluded their tenure. Here's how to pull them up:

 

  1. Go to the Reports menu.
  2. Scroll down to the Payroll section.
  3. Open Payroll DetailPaycheck History, and Employee Details.
  4. Under who to include, select All employees.
  5. Apply the desired customizations, then hit Run report.

 

Additionally, your feedback is extremely valuable to us. Please know that we're constantly working to improve our platform and your suggestions play a crucial role in shaping its future. I recommend sharing your thoughts with us by following the steps below:

 

  1. Sign in to your company.
  2. Go to the Gear icon.
  3. Choose Feedback.
  4. Enter your comments in the description box.
  5. Click Next to submit your inputs.

 

To help handle your employees and learn how to track where your business stands in terms of payroll expenses, check out these articles:

 

 

If you require assistance with managing your books, payrolls, and taxes in the future, please feel free to get in touch with me once more. I'm here to guarantee that your tasks are completed seamlessly.