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.
