Background: we use Quickbooks Desktop for payroll and Quickbooks Time for employee timecard tracking, to calculate time off earned and manage/approve requests for time off. We only have 1 bank called Paid Time Off, we do not track vacation or sick separate. I have turned OFF the sick or vacation amounts in QBD, so it does not show on the paycheck as I am not sure which systems (QBD or QBT) balances or accruals will print on the paystub. We track time accruals on an anniversary basis, NOT calendar year.
Scenario: in Quickbooks Time our PTO policy is set up as the following: Earn 2 minutes 53 seconds for every hour worked with a maximum accrual of 100 hours per anniversary year. Math = (40 hours x 52 weeks) x .0481/hour = 100 hours earned
Many of our employees work more than 40 hours per week which means they meet their maximum earnings of 100 before the end of their anniversary year. The only solution I have found is to manually subtract the "over earned hours" in QBT under the employee's "Accrual Ledger."
1st Question - has anyone found a solution to the set up above scenario so the PTO accrual will stop at what is EARNED for the year, NOT the MAX BALANCE?
2nd Question - the set up of PTO is different in QBD compared to QBT...has anyone found a solution in QBD that helps the scenario above?
I have had phone calls with BOTH QBD and QBT customer service with no solution. I am told no one works with both systems and therefore can't speak to the collaboration between the two programs. I find it very hard to believe there is no collaboration as they are both Quickbooks products. Any help is appreciated. I have exhausted the posts in community as well.
