Select California - EDD - DE6 Quarterly Report from the Plugins menu of Qxtender.

If you have a QB Company file loaded, the next step will be skipped.

(Export Mode only)

QuickBooks 6,99,2000:
Select the Employee/Payroll Items list exported from QuickBooks.

QuickBooks 2001 up & QuickPayroll:
At the first fileopen dialog, select the Payroll Items list report exported from QuickBooks or QuickPayroll.
At the second fileopen dialog, select the Employee list report exported from QuickBooks or QuickPayroll.

How to export the list(s) from QB

Or see the Readme file included with the Plugin for details on exporting this file from QB.

The Plugin opens, initialized with Payroll Item and Employee information.

Please read the notice on this page.

Internet links are provided in case you need more information to complete and file your return.

Now, follow the steps indicated on the Plugin.

STEP #1: Click on the Setup Payroll Items tab.

Set the Report Period to the Quarter you wish to report.

STEP #2:

The Plugin will attempt to automatically select the correct payroll item(s). If the this does not occur, you will need to rename the payroll item(s) in QB to match the name(s) shown in the Payroll Items to select box.

To manually select the items, using the mouse, drag the indicated Payroll Item(s) from the QB Payroll Items list on the left to the Payroll Items to report list on the right.

You can also select the item and click the button between the lists, or double-click the item, to move it to the Payroll Items to report list.

To delete an item in the Payroll Items to report list, select it and press the Delete key, or click the Trashcan button.

(note: Curly Brackets are used to combine payroll items into a single amount for reporting purposes. The Curly Brackets and the text contained are ignored during calculation. For example, if you select a Payroll Item to report named CA - Withholding and you also have a QB Payroll Item named CA - Withholding {extra}, any amounts for either item will be calculated as one total.)

STEP #3: Click on the Get Data tab.

All employees in the QB file will be shown, including inactive employees. After processing, employees with no activity during the report period will be removed from the list.

(note: Curly Brackets and the text contained is removed from employee names when printing. This allows you to deal with employees with the same name, or to sort your employee list by using a curly bracketed prefix.)

Click the Get QB Data button.

If you have a QB Company file loaded, the next dialog will be skipped.

(Export Mode only)

Select the Payroll Transaction Detail Report exported from QuickBooks.

How to export this report from QB.

Or see the Readme file included with the Plugin for details on exporting this report from QB.

The QB data will be processed, filling the columns with data.

STEP #4: Click on the Report tab.

Verify the Account numbers, Company information and values.

(Export Mode Only) The first time you use the Plugin, you will have to enter your Employer Name & Address. It will be saved and automatically filled-in thereafter.

Check any boxes next to special circumstances that apply to this report.

Select the the Print Format.

Click the Preview button on Qxtender's toolbar (or choose Print Prevew from the File menu).

Verify the information on all pages of the report.