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Level 3

Annual PTO accrual

We grant 40 hours of PTO annually, and it is front-loaded on the employee's anniversary date. Any unused time is carried over to the following year.


Does QB do this automatically, or do I have to manually add the time each year?
I'm asking because one of our employee's annual date was 12/1 but his available PTO in QB didn't change when we processed that payroll.
Can I set this up to be granted automatically on the anniversary date?

1 Comment
QuickBooks Team

Annual PTO accrual

Hi there, ekileen. 


Thanks for stopping by the Community this afternoon. If the PTO policy is set up correctly you can have it so it automatically updates on the anniversary of the hire date. You can find the steps and an article on the process down below:

  1. Select Lists, then Payroll Item List.
  2. Select Payroll Item ▼ dropdown, then New.
  3. Select Custom Setup, then Next.
  4. Select Wage, then Next.
  5. Select Annual Salary or Hourly Wages, then Next.
  6. Select Sick or Vacation Pay, then Next.
  7. Enter a name for the item, then Next.
    Note: If you use time off you can rename this item to TO.
  8. Choose the expense account you want for the item, then Finish.

If you have issues setting it up or want assistance from a live agent, you can reach out to our support team for assistance, you can find the steps to reach them in our support hub article, here


If there's anything else I can help with, feel free to post here anytime. Thanks again and I hope you have a wonderful weekend. 

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