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bstern
Level 1

How can I get a report of PTO balances? I see a report for Vacation and Sick leave but nothing for PTO.

 
3 Comments 3
RCV
QuickBooks Team
QuickBooks Team

How can I get a report of PTO balances? I see a report for Vacation and Sick leave but nothing for PTO.

Hi there, bstern.

 

At this time, the option to run a Paid Time Off (PTO) balances report is unavailable in QuickBooks Online. However, you can view the PTO balance in the employee's pay details.

 

Here's how:

  1. Click Workers on the left side menu.
  2. Choose Employees.
  3. Select the name of the employee.
  4. Under Employee details, click the Pay pencil icon.
  5. In the How much do you pay [name] section, select Paid time off.
  6. Go to Current balance section to see the PTO balance.

You can also see the balance in the pay stub once you created the paycheck.

 

For more details about paid and unpaid time off policies, you can check out this article: Set up time off policy in Online Payroll.

 

Feel free to reply to this post if you need anything else. I'm here to help.

smpri
Level 2

How can I get a report of PTO balances? I see a report for Vacation and Sick leave but nothing for PTO.

Almost three years later, is there any update to this? If we're handling a large number of employees, ideally there's an easier way than navigating through each employee's profile.

Candice C
QuickBooks Team

How can I get a report of PTO balances? I see a report for Vacation and Sick leave but nothing for PTO.

Hey there, @smpri

 

Thanks for chiming in on this thread about a report of PTO balances. 

 

As of right now, we don't have this report you're requesting available in QuickBooks Online. However, you can use the steps my colleague provided to go through each employee's profile. 

 

I recommend submitting feedback to our Product Developers so they can consider new and improved payroll reports that will help you and other users in the future. Review our updates site to keep up with what's new in the system. 

 

I hope this helps answer you question. Don't hesitate to come back if you have any other concerns. Have a great day! 

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