vacation pay available

Hi Mary,

I understand the importance of maintaining accurate payroll records in QuickBooks Desktop (QBDT). Let’s work together to ensure your records are fully up-to-date, so QuickBooks can accurately calculate your employees' year-to-date vacation pay, particularly the usage and available balance.

We can achieve this if all your transactions are recorded in QuickBooks starting July 1. Could you share more details about what happens when you attempt to download the payroll update? Have you encountered any error messages preventing the process?

If there are no issues, you can update within QuickBooks by downloading the latest payroll update.

Once the payroll update is complete, please review the vacation pay setup for your employees to ensure the calculations will be accurate when recording paychecks starting July 1.

To check the vacation pay setup for your employees, please follow the steps below:

1. Go to the Employees menu, then click Employee Centre.
2. Double-click an employee to display their information, then choose Payroll Info.
3. Select Vacation Pay.
4. If everything looks correct, click OK, then OK to save the changes.
   
   

If the setup looks good, let's proceed to record the paychecks from oldest to newest. After that, we can run the Vacation Summary report to track all usage and accruals.

Here's how:

1. Navigate to the Reports menu, then Employees & Payroll, and select Vacation Summary.
2. Customize the Dates to display the year-to-date information.
   

If you have any questions or encounter any issues, please don’t hesitate to reach out. Together, we’ll make sure your payroll and your employees' vacation pay are accurate and up-to-date. Have a great day!