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Irina2000
Level 1

QB Advanced payroll

Good day ,

We are using Advanced Payroll. My question is regarding annual leave balances .

I have manually entered annual leave opening balances for year 2022/23.

But QB is still deducting annual leave used in  last financial year.

Could anybody give advice where an error occurs?

Thanks and regards.

Irina

 

 

 

5 REPLIES 5
GeorgiaC
QuickBooks Team

QB Advanced payroll

Hi Irina, thanks for your post - do you have the leave set to carry over any hours in your payroll leave categories template? On the template, you'll see the option for 'Accruals for this leave category are limited to a maximum of' which will then display a setting for 'Carry over' which can be set to a maximum of zero hours to begin the new tax year without a balance (please note these options will only show when 'Automatically accrues' is set to 'Based on the employees leave year') 🙂 

Irina2000
Level 1

QB Advanced payroll

Dear Georgina,

 

Thanks for reply. Unfortunately, I can't find this options.

We did not set up leave category to carry over or it was set up in error. It is probably what is created this problem.

I have attached screenshot from  'Leave category'.

Could you please have a look.

Thanks and regards.

Irina

 

 

GeorgiaC
QuickBooks Team

QB Advanced payroll

Thanks for getting back to me Irina, the carry over option will only show if the 'automatically accrues' option is ticked with the option for 'based on the employees leave year' selected. Do the employees have a positive balance of hours remaining from the previous tax year that you're looking to remove to reset to zero? 

Irina2000
Level 1

QB Advanced payroll

Hi Georgina,

Thanks for response. Some employees have positive balances. But I was planning to adjust this manually.

Main question is that system is still showing last year used units in this year(annual leave used in last year).

Each employee's annual leave balance is still showing annual leave taken in last year.

This should be reset to zero as I understand.

Please let me know if you have an ideas why this may be.

Kind regards.

Irina

 

 

 

RCV
QuickBooks Team
QuickBooks Team

QB Advanced payroll

Thanks for coming back, Irina2000.

 

We can create a leave Adjustments in QuickBooks Online (QBO) Advanced Payroll to zero out the employee's annual leave positive balances. Just follow these steps to make the adjustment:

  1. Create a New Pay Run or make your adjustment in the next scheduled pay run.
  2. Open the employee's pay run record by clicking on the employee name within the pay run.
  3. Tap the Action button at the bottom right hand corner of the screen.
  4. Select Adjust Leave.
  5. Adjust the Leave accordingly but remember, this is a leave adjustment so a negative adjustment will take leave (meaning reduce the leave balance), a positive adjustment will add to the leave balance. 
  6. Depending on the leave category settings, and if the Apply Earnings Rules box is ticked, the leave adjustment will create a line in the earnings of the employee indicating that annual leave has been adjusted.

 

You can leave a note in the Notes For This Payrun section and the pay run can now be finalised. You can check out these articles for more details about managing leaves in QBO:


Feel free to browse this link here if you need help with running payroll in QBO Advanced Payroll. It'll route you to our general payroll topics with articles.

 

Do you need more help completing other tasks in QuickBooks? Please let me know and I'll assist you with some guides and other pointers. Have a great day.

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