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C
clang7060
December 31, 2024
Question

Sick time accrual

  • December 31, 2024
  • 1 reply
  • 23 views

I have my employees setup to accrue a maximum of 40 hours of sick time/PTO per year.  When I ran a Paid Time Off List report today, I have employees that accrued more than that.  What am I doing wrong?  I attached a screenshot of one of my employees setup screen.

Thank you!

1 reply

I
Irene RQuickBooks Team
QuickBooks Team
December 31, 2024

Unused sick time from the previous year is added to your current accrual and may impact your maximum accrual limit, Clang7060. I'm here to provide additional details and assist you in resolving this matter effectively.

 

In QuickBooks Desktop (QBDT), sick hours from the previous year can be rolled over to the current year. To resolve this issue, manually set the hours available to 40 for your employee as of 12/14/2024. You can follow the steps below to do so:

 

  1. Open your QBDT company file.
  2. Go to Employees, then select Employee Center.
  3. Look for the employee and verify the details by clicking on the name to open their information.
  4. Go to the Payroll info section, then tap on Sick and Vacation.
  5. Update the available hours to 40 and complete all the required information.
  6. Once done, click Ok.

 

Moreover, ensure to mark check the Reset hours each new year option to prevent hours from carrying over to the next year. Further information regarding this topic can be found in this article: Understand sick pay accrual limits in QuickBooks Desktop Payroll.

 

Additionally, there is a feature that allows you to create pay schedules in your QBDT to streamline the payroll processing. For comprehensive guidelines, please refer to this material: Set up and manage payroll schedules.

 

Reach out to me again if you have more concerns about your QBDT Sick time accruals. I'm always willing to assist you in making your business run smoothly. Have a wonderful holiday.

C
clang7060Author
December 31, 2024

Hi!  Thank you for your reply.  However, Illinois Paid Time Off just started in January 2024, so there is no rollover from the previous year.  I did edit a couple of the employees that went over 40 hours but now the hours that print on their paycheck is incorrect.  I now have one employee that is no longer accruing hours even though when doing payroll the "Do not accrue sick/vac" option is not checked.  Seems like something is corrupt in my system.

J
JanbonNQuickBooks Team
QuickBooks Team
December 31, 2024

We appreciate you providing more details about the issue, clang7060. I'm here to clarify the situation and help you resolve it.

 

To begin, did you edit the employee's profile after creating the paycheck? Please note that any changes made to the employee's profile will only apply to future paychecks and will not affect existing ones.

 

To apply the changes to the current paycheck, you'll need to delete and recreate it. Here's how you can delete the paycheck:

 

  1. Go to Banking and select Use Register.
  2. Choose your bank account and click OK.
  3. Open the check in question.
  4. At the top of the paycheck, choose Delete.
  5. A pop-up box will appear, click OK.

 

Please refer to this article for more details: Edit, delete, or void employee paychecks.

 

After deleting the paycheck, recreate it to ensure the changes are reflected.

 

Additionally, you can refer to this article for a video guide on personalizing your payroll reports: How to run and customize reports in QuickBooks Desktop.

 

Please feel free to reach out if you have further questions or need other assistance, clang7060. We're always here to help you in any way we can. Happy Holidays.

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