Learn to Create a Payroll Summary Report in QuickBooks
                     Learn to Create a 
Payroll Summary 
Report in 
QuickBooks
By Dancing Numbers
What is Payroll Summary Report?
A payroll summary report is a great way to keep track of 
employee expenses and income. This report is also an 
important tool for understanding your company’s financial 
health. A payroll summary report includes information such as 
salaries, wages, bonuses, and other forms of compensation 
paid to employees during the past month. The report can also 
include information about taxes withheld from employee 
paychecks.
With this learn to create payroll summary report in QuickBooks.
How to Create a Payr
oll Summary Report i
n QuickBooks
QuickBooks is a great tool for 
managing your payroll, but sometimes 
you may need to create a summary 
report of your payroll data. This article 
will guide you through the steps 
needed to create a payroll summary 
report in QuickBooks. 
• First, open QuickBooks and click on the “Payroll” menu item from the main menu bar. 
The “Payroll Summary Report” dialog box will appear.
• In this dialog box, you will need to select the date range for which you want to 
generate a summary report. You can select any date range that covers the entire 
period of your payroll records (for example, all months or all years). Click on the “Next” 
button to continue.
• The next step is to select the accounts that you want to be included in your summary 
report. You can include any accounts that contain information about your employees’ 
paychecks (for example, an employee’s name, job title, salary information, and so on). 
To include an account in your summary report, just click on it in the list box and then 
click on the “OK” button.
• Now it’s time to configure some of the report’s other settings. The first option is 
“Report Type.” This setting determines how detailed your summary report will be (for 
example, whether salary information will be displayed separately for each pay period 
or combined into one total sum for each employee). The available options are 
“Summary by Pay Period,” “Summary by Account,” and “Summary by Employee.”
What to include in the Payroll Summary Report
QuickBooks payroll reports are an important tool to keep track of your 
company’s financial health. Below is a list of items you should include in 
your payroll summary report: 
1. Total Wages and Overtime Paid
2. Number of Employees
3. Cashier Check Counts
4. Payroll Deductions
5. Employee Stock Ownership
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