Question

Payroll report by state

Forum|Forum|3 years ago
February 23, 2023
2 replies
34 views

How do I run a payroll report by state?

QuickBooks Desktop Payroll

G

GebelAlainaM

QuickBooks Team

I would be delighted to help you to run a payroll report by the state in QuickBooks Desktop (QBDT), mjonesmjn.

I know that keeping track of your payroll transaction by the state is essential to you and your business. With that, we can pull up the Payroll Transaction Detail report and sort it out by Name State. Let me guide you with the steps below:

Select Reports at the top menu bar.
Hit Employees and Payroll.
Select Payroll Transaction Detail report.
Adjust the date range appropriately.
In the Columns dropdown, choose the state.
Click Run report.
Then from the Sort by dropdown, select New State.

Please refer to this article for more details about customizing payroll reports in QBDT: Customize payroll and employee reports.

If you want to export reports to excel in the future, see this article for guidance: Export reports as Excel workbooks in QuickBooks Desktop.

Count me in if you need further assistance in managing payroll reports in QuickBooks. I'll get back to you as soon as possible. Enjoy the rest of the day, and have a prosperous business!

M

mjonesmjnAuthor

thanks but not what I'm looking for

I need total amount of payroll paid in each state.

J

JamesAndrewM

Moderator

Thank you for clarifying the specifics of the report you want to pull up, @mjonesmjn. You can get this done in no time. I can guide you step by step.

You can pull the Payroll Detail Review Report. This report provides detailed information about how QuickBooks calculates tax amounts on employee paychecks and year-to-date transactions. You can customize it to make it relevant in viewing the total amount of payroll pain in each state, just as you want.

Here's how:

Go to Reports at the top menu bar.
Select Employees & Payroll, then choose Payroll Detail Review Report.
Click on the Customize Report button.
Choose Display.
Under Columns, enter Name, Date, Name State, Paid, Amount, State, and Amount Paid in the search field.
Go to the Filters tab, and add more details you want in the Choose Filter box.
Click OK.

I'm also adding this article to learn more about customizing payroll reports in QuickBooks Desktop: Customize payroll and employee reports.

If you have any other QuickBooks-related questions, please post them in the Community. We are always available and eager to assist you with your inquiries. Have a wonderful day.

L

lunaconcrete1

I need this report too, a monthly payroll summary by state.

C

ChristieAnn 11

Level 9

Hi there, lunaconcrete1.

Please note that you can pull up the same Payroll Detail Review report to view the payroll summary by state. However, running it monthly is currently unavailable. I've got instructions to ensure you can achieve your goal by performing an alternative way.

I recommend running and customizing the mentioned report above. You'll then make sure the date period is set as desired and export this to Excel. This allows you to personalize and manage data on a monthly basis.

Here's how:

Go to Reports at the top menu bar and Reports Center.
Find Payroll Detail Review and double-click it.
Click on the Customize Report button.
Choose Display.
Go to the Report date range section and select the specific period.
Under Columns, set the info that you need.
Go to the Filters tab, and add more details you want in the Choose Filter box.
Click OK.
Select the Excel ▼dropdown icon, then choose either Create New Worksheet or Update Existing Worksheet.
If you see a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox. Select OK.

In case you need steps on how to memorize reports in QBDT so the same settings of the personalized data are available for future use, you can read this article: Create, access and modify memorized reports.

Stay in touch if you have additional questions or concerns about managing reports in QuickBooks. I’ll be right here to answer them for you, lunaconcrete1. Have a good one.

D

David J

none of these work. This shouldn't be this hard

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