Instructions for printing a payroll summary from QuickBooks:

These are instructions for the insured to use, to guide them through the process.

1. Select reports tab at top of screen.

2. Select employees and payroll from the menu.

3. Select payroll summary from that menu.

4. Select the display tab – change the date to the audit period; take the checkmark out of the hours and rate boxes (this is a default and will come back when the report is closed and reopened).

5. Select the filters tab – select “payroll item” in the box on the left (scroll down, the selections are in alphabetical order) then “all gross pay” in the second box (drop down menu).

6. Print this report in landscape and hand write the duties of employees beneath their name.

If the audit period is off from the quarterlies (after printing), please change the dates to provide the amount of payroll for the off periods. This is not required, but it does allow the auditor to view the total gross for the audit period.

 Click here to go back to the Crowell How To web site

[ Contact Us ]